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FAQs on the New Guidance Analytics Dashboard
  • 06 Aug 2025
  • 5 Minutes To Read
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FAQs on the New Guidance Analytics Dashboard

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Article summary

The following are some Frequently Asked Questions (FAQs) about the New Guidance Analytics dashboards:

FAQs on the Summary Dashboard

Info:

Expand the following accordion(s) for more details.

What’s meant by Total Whatfix engagement?

Total Whatfix engagement denotes the total number of Whatfix interactions within a given time period. The interactions include Article viewed, Flow started, Flow slideshow started, Video link clicked, and more. Measure the total Whatfix engagement on the new guidance analytics dashboard

How is the Unique users reached metric calculated?

The Unique users reached metric shows the total number of unique users for whom Whatfix content was loaded within a given time period. It has the event filter type Unique users viewed.

Measure unique users reached using Whatfix new guidance analytics dashboard

How is the Unique users engaged metric calculated?

The Unique users engaged metric shows the number of users who interacted with Whatfix content, such as a Flow or Smart Tip. Engagement includes actions such as starting a Flow or closing a Smart Tip.

This metric excludes events related to Whatfix content loading (for example, Pop-up shown, Self Help shown), extension-related events (for example, Extension installed, Extension checked), and Page View.

Note:

The Unique users engaged metric does not include engagement with User Actions in the New Guidance Analytics experience.

What is the difference between Unique users viewed and Unique users engaged?

Unique users viewed

Unique users engaged

The number of unique users who saw Whatfix content, such as a Flow or Smart Tip on the application and engaged with it.

Note:

The Unique users viewed metric does not include engagement with User Actions in the New Guidance Analytics experience.

The number of users who engaged with Whatfix content such as a Flow or Smart Tip.

Note:

The Unique users engaged metric does not include engagement with User Actions in the New Guidance Analytics experience.

Excludes extension-related events like Extension installed or Extension checked.

Excludes Whatfix content loading events (for example, Pop-up shown, Self Help shown), extension-related events (for example, Extension installed, Extension checked), and Page View.

How is the percentage increase or decrease in Unique users and total events calculated?

The percentage change in Unique Users and Total Events shows how the current data compares to the previous equal timeframe. For example, if you're viewing data for the last 7 days, it's compared to the 7 days before that.

ga_percentage_increase_and_decrease.png

What does the Engagement with Whatfix graph indicate?

The graph indicates the number of unique users for whom Whatfix content was loaded compared to those who engaged with the content within a given time period. Also, there are multiple chart type options to choose from for data representation.

See the engagement graph and chart types on the new summary guidance analytics dashboard

How are the Widget metrics calculated?

The Widget metrics are calculated based on how users engage with your Whatfix content over a given time period. The following widget metrics are available on the new Guidance Analytics Summary Dashboard.

Check the widget metrics on the new summary guidance analytics dashboard

Self Help

Pop-ups

Task list

Flows

Smart-tips

Beacons

Launchers

Total number of content instances (Flows, videos, images, text, and links) engaged via Self Help in a given time period.

Total number of times users engaged with pop-up instances in a given time period.

Total number of users who have either seen the task list or have completed a task in a given time period.

Total number of times the number of times Flows were played or transitioned in a given time period.

The total number of smart-tips that were opened and viewed by end users within a given time period.

The total number of times beacon instances were engaged within a given time period.

The total number of times Launchers have been clicked within a given time period.

What does Most popular content denote?

The Most popular content table shows the most played Whatfix content by users within a given time period.

new_dashboard_summary_most_popular_content.png

How are the Engagement metrics calculated?

The Engagement metrics are calculated based on the users who engage with your Whatfix content and widgets within a given time period. These metrics are of the following types:

  • Most active users: Lists the users who have interacted with the highest number of Whatfix content within a given time period.

    Most active users on the new summary guidance analytics dashboard

  • 10 most active countries (by total events): Shows the top 10 countries with the highest interaction with Whatfix content within a given time period.

  • 10 most active countries (by unique users): Shows the top 10 countries with the highest unique user activity on Whatfix within a given time period.

    Choose the metric for 10 most active countries by unique users engaged and by total events on the new guidance analytics dashboard

What’s meant by Partial data shown on Most active users?

Partial data shown denotes partial results that are shown due to large volumes of data. Export the data to get a complete list.

Partial data on most active users on the new guidance analytics dashboard

For more information, see New Guidance Analytics summary dashboard.

Check the new metrics for the following on the New Guidance analytics dashboard:

Info:

Expand the following accordion(s) for more details.

FAQs on the new metrics on New Guidance analytics dashboard

Flow analytics

a. How to assess Flow effectiveness?

The Flows Completion Report shows successful completions of Flows. Low completion rates might indicate issues, which can be investigated further using the Flows Failure Report and Flows Exited Report to pinpoint where users get stuck. Review the Flow feedback breakdown to understand user sentiment. For more information, see Understand Flow failure notification email.

Flow completion report

b. How to understand why Flows aren't being completed?

To understand incomplete Flows, check the Flows Failure Report and Flows Exited Report. The Flows Status Breakdown chart offers a visual overview of how it appears when a Flow is terminated.

Flow status breakdown

Pop-up analytics

a. How to check Pop-up visibility?

Assess Pop-up visibility using Pop-ups Loaded (by unique users) for distinct individuals, or Pop-ups Loaded (by total events) for the overall display count.

Pop-ups loaded

b. How to measure Pop-up interaction effectiveness?

To understand engagement, users should check Pop-ups Engaged (by unique users) for distinct interactions, or Pop-ups Engaged (by total events) for total interactions. The Pop-ups Engagement Breakdown (by total events) chart visualizes specific interaction types.

Pop-up metrics

Smart-tip analytics

a. How to verify if Smart-tips are displayed?

Check Smart-tips loaded (by unique users) for distinct users and Smart-tips loaded (by total events) for total instances displayed.

b. Where to check if Smart-tips receive engagement?

To gauge interaction, assess Smart-tips engaged (by unique users) for distinct users or Smart-tips engaged (by total events) for total engagements. The Smart-tips daily engagement report (by total events) shows daily trends.

Smart-tips daily engagement report

c. How to identify the most engaging Smart-tips?

Review the Smart-tips engagement report (by unique users) for unique interactions and Smart-tips engagement report (by total events) for total interactions.

Smart-tips Engagement report

Beacon analytics

a. How to know if Beacons are displayed?

Check Beacons loaded (by unique users) for distinct individuals and Beacons loaded (by total events) for total displays.

Beacons loaded

b. How to understand Beacon interaction?

To understand interaction, check Beacons engaged (by unique users) or Beacons engaged (by total events). The Beacons engagement breakdown (by total events) chart details click versus hover of Beacons.

Beacon interaction

c. How to measure Beacon engagement?

Check the Beacons engagement report (by unique users) for unique interactions and Beacons engagement report (by total events) for overall engagement.

Beacons_Engagement Breakdown

Task List analytics

a. Why are Task completion metrics visible for a Task List that is not live in production?

Whatfix tracks task completion based on users completing tasks, regardless of where they are triggered from. For example, users might complete certain Flows outside of a Task List. Later, when you add those same Flows as tasks in a Task List, Whatfix still counts them as completed. This way, users don’t have to repeat the tasks they’ve already completed.


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