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Create Trend Insights
  • 07 Feb 2025
  • 3 Minutes To Read
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Contents

Create Trend Insights

  • Updated On 07 Feb 2025
  • 3 Minutes To Read
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Article summary

Trend Insights consist of three main modules:

  1. Events
    a. Filter
    b. Breakdown
  2. User filter
  3. User breakdown

trend_insights_components

Events

Events serve as the core components of any Trend Chart. Events are triggered when end users perform any action on the Whatfix content, widgets, or the application.

There are two types of Events:

  • Default events
  • Custom events

Default events: This category includes all events triggered when end users perform actions on Whatfix content or widgets within the application. To view the complete list of available Whatfix-related events, see List of Whatfix-related Events.

trend insight default events with clm stages.png

Custom events: This category includes User Actions, other events captured using the Whatfix API, and more.

custom_events.png

Info

Whatfix enables you to group Default and Custom events and form an Event group. These Event groups can be visualized using Trend Insights.
event_group_in_trend_insight

Event Filters and Breakdowns

Events, both Default and Custom, contain Filters so that you can drill down the events based on different criteria. Whatfix enables you to group the events according to various properties using the Breakdown option. Event Filters and Breakdowns ensure limiting the scope of the Event as needed to obtain granular Insights. For example, track the number of users who completed a Flow called Onboarding triggered from any source.

event_filter_breakdown_example

Info

For more information on Event Filters and Breakdown, see Filter events using Event Filters and Breakdown in Trend insights.

User filter

User filters enable you to limit the scope of the events based on different criteria. For example, for the Flow start event, refine results to show data only for those who triggered it from the Chrome browser or from a specific location.

For more information on User filters, see User filters and User breakdown in Insights.

User breakdown

User breakdowns enable you to group users to display data based on various properties. For example, consider the Flow completed event with User filter set as Chrome browser. Configuring the User breakdown as City, displays the chart based on the location from which users completed the Flow using Chrome browser.

For more information on User Breakdown, see User Filters and User Breakdown in Insights.

Info

Here's a sample Trend Insight.

Visualize the number of users who started a Flow called Create a Self Help Segment from any location using the Chrome browser.

Event name: Flow started
Event Filter: Content Title = Create a Self Help Segment
Event Breakdown: Event Trigger Location
User filter: Browser = Chrome
User breakdown: Country

Data setup:

trend_insight_query

Data visualized:
ti_new_example

Steps to create a Trend Insight

Use the following steps to create a Trend Insight:

  1. On the Whatfix Analytics dashboard, click Insights.
    ia_left%20nav_insights

  1. Click + Create insights.
    create_insights

  2. Click Trend Insights.
    trend_insights

  3. To name your Insight, click the Edit icon.
    name_insight

  4. Enter a Description that explains what the Trend Insight depicts.


your title goes here
  • The Description gives you context about the created Insight when added to a Dashboard.
  • It also enables other stakeholders to understand what data the Insight depicts while viewing Dashboards created by other team members.

  1. In the Data setup section, select the stage you want to get the data from.
    Insights_data_setup.png

    Tip

    • For more information on obtaining analytics data from different stages, see Get Analytics Data across CLM Stages.

    • The stage cannot change after creating the Insight. Switching to a different stage resets the Insight, requiring a restart.

  2. Click Add event.
    add_event

    Note
    • The following image shows an added event:
      event_added_ti
    • Add up to 10 events in an insight.

  3. Add the required Filter and Breakdown for the event. For example, visualize the number of users who started a specific Flow.
    event_filter_breakdown_ti

    Info

    For more information on Event Filters and Breakdown, see Filter events using Event Filters and Breakdown in Trend insights.

  4. In the User filter section, click Add user filter, and then select the desired filter.
    add_user_filter

your title goes here

  1. In the User breakdown section, click Add user breakdown, and then select the desired breakdown.
    add_user_breakdown

  2. Once the setup is complete, scroll down to view the data chart that is generated.
    trend_insight_chart_example

Note
  • Visualize the data using different metrics and chart types.
    ecc_metric_chart_type
  • Filter your data based on Daily, Weekly, and Monthly timeframes.
    image.png
  1. Click Save.
    save_trend_insight
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