---
title: "Insights Best Practices"
slug: "insights-best-practices"
updated: 2026-04-02T09:30:37Z
published: 2026-04-02T09:30:37Z
canonical: "support.whatfix.com/insights-best-practices"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Insights Best Practices

## **Funnels**

### Create sequential User Actions

Create sequential User Actions to visualize how end users progress through a defined path in your application. For example, if a process consists of 6 steps, create User Actions on all 6 steps and visualize them sequentially to understand end-user progress and drop-offs.

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### Create different types of Funnels based on your use case

Create Conversion Funnels to analyze how end users utilize a product. Create Productivity Funnels to determine the shortest time taken by end users to complete a process. For more information, see [What are Funnels?](/product-analytics/docs/what-are-funnels)

---

### Compare Funnels to understand patterns in end-user behavior

Compare Funnels over time to determine if changes made in the application enable end users to complete a process effectively. For more information, see [Compare Funnels](/product-analytics/docs/compare-funnels).

![funnel_comparison](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_comparison.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A49Z&se=2026-11-12T08%3A41%3A49Z&sr=c&sp=r&sig=d%2FSLEY0Axy%2FLumPmjSP3PFDwmC2BS4OCk3z%2FO%2FhAVrA%3D)

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### Create Cohorts from Funnels to target guidance content

Create Cohorts of users who completed a Funnel step or dropped off from a Funnel step to target guidance content to the respective user group. For more information, see [Create Cohorts from Funnel Insights](/product-analytics/docs/add-cohorts-from-funnel-insights).

![funnel_new_chart_click_create_cohort.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_new_chart_click_create_cohort.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A49Z&se=2026-11-12T08%3A41%3A49Z&sr=c&sp=r&sig=d%2FSLEY0Axy%2FLumPmjSP3PFDwmC2BS4OCk3z%2FO%2FhAVrA%3D)

## Trend Insights

### Use Any Whatfix Events to add more than 10 events in a Trend Insight

Currently, Whatfix enables you to add only 10 events in a Trend Insight. Use **Any Whatfix Events** event to add more than 10 events in a Trend Insight. Any Whatfix Events comprises all the Whatfix engagement events. For more information, see [Error: You have reached the maximum limit of 10 Events](/product-analytics/docs/error-you-have-reached-the-maximum-limit-of-10-events).

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insights_any_whatfix_events.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A49Z&se=2026-11-12T08%3A41%3A49Z&sr=c&sp=r&sig=d%2FSLEY0Axy%2FLumPmjSP3PFDwmC2BS4OCk3z%2FO%2FhAVrA%3D)

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### **Add Description to an Insight to provide context**

Add description to an Insight to enable stakeholders to understand what the Insight is about when you add them to Dashboards for reporting.

![trend_insights_description_best_practice.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insights_description_best_practice.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A49Z&se=2026-11-12T08%3A41%3A49Z&sr=c&sp=r&sig=d%2FSLEY0Axy%2FLumPmjSP3PFDwmC2BS4OCk3z%2FO%2FhAVrA%3D)

---

### Add Insights to Dashboards for reporting

After creating Insights (Trend Insights, Funnel Insights, and User Journey), add them to custom Dashboards for reporting. For more information, see [Custom Dashboards in Analytics](/product-analytics/docs/dashboards-1).

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/dashboards_new_example.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A49Z&se=2026-11-12T08%3A41%3A49Z&sr=c&sp=r&sig=d%2FSLEY0Axy%2FLumPmjSP3PFDwmC2BS4OCk3z%2FO%2FhAVrA%3D)