Introduction
With Flow Analytics, find the engagement of your end users with the Flows in your application. The Dashboard contains various Insights, such as Flow played report, Most played Flows, and more, to help you understand end-user engagement with Flows.
The following functionalities are possible in the New Guidance Analytics Dashboard experience for Flow Analytics:
View end-user engagement data for Flows in easy-to-understand visual formats.
Understand the description of the metrics and the events that are used to calculate the metrics.
Add Filters such as city, country, and more to filter the data on the Dashboard.
Filter your data based on daily, weekly, monthly, or custom time frames.
Add Event Filters to drill down on the event. For example, find the number of users who played a Flow called Onboarding.
Add User Filters to filter the users who engaged with the content. For example, find the number of users who started Flows using the Chrome browser.
View top metrics, such as the date on which end users engage the most with the event or daily average of engagement, and percentage changes in end-user engagement.
Change the chart type of the Insight, wherever applicable.
Export the Dashboard.
Access Flow Analytics
Use the following steps to access the Flow Analytics Dashboard:
- On the Whatfix Guidance dashboard, click Guidance analytics.
Click Flows.
Hover your cursor over the i icon to view the description of the Insight. For example, the description of Flows played report (by unique users) is the number of times unique users started at least 1 Flow successfully over the given time period.
Click the Menu icon, and then click Filter to view the User or Event Filter added to the Insight.
Click Event Filters and then click the metric.
Select any Event Filter, such as Segment Name, Content Title, and more. Event Filters help you drill down on the event. For example, analyze which Flows were played from Default segment. For more information, see Filter events using Event Filters and breakdown.
Info:
Some metrics may be calculated using more than one event. To view all the events that make up the metric, click the metric, and then click Event Type.
Click User Filters to filter users based on city, country, device, and more. For example, analyze the number of users who played Flows from the region, California. For more information on User Filters, see Filter Insights data using User Filters and User Breakdown.
Click the Menu icon, and then click Chart type to change the chart type from the existing chart to your preferred chart type, wherever the option is available. For more information, see Understand Trend Insights.
Note:
Whatfix also enables you to perform the following actions:
Change the time frame of the data on the Dashboard.
Search for data in tables.
Download the chart. Click the Menu icon, and then click Download chart. Whatfix enables you to download table data also.
Filter the data on the Dashboard by browser, city, country, and more. This filter is applied to all Insights that are part of the Dashboard. The badge next to Show indicates the number of filters added to the Dashboard.
Export the Dashboard as a PDF to your local drive.
Whatfix enables you to export the Insights in the Dashboard using an API. This requires you to have the Insight ID, which you can find on the corresponding Insight on the Dashboard. Click the Menu icon, and then click the Copy insight ID icon. Contact support@whatfix.com to export the Insight using an API.
All the changes you make to the Dashboard, such as adding User or Event filters, changing the time frame, chart type, and more, are not saved to the Dashboard. The Dashboard is reset to its default state next time you access it. However, Whatfix enables you to export the Dashboard with the filters added.
Some metrics display the percentage changes (increase or decrease) in the end-user engagement. However, if there is no change in the engagement or metric data, it shows as NA (Not applicable).
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Metrics on the Flow Analytics Dashboard
The Flow Analytics Dashboard has the following two tabs:
All Flows
By Flow
All Flows
The All Flows tab on the Dashboard shows the overall end-user engagement with all Flows on the application.
The following are the metrics available on the All Flows Dashboard:
Insights | Description | Event group | Event components | Event Filters | User Filters |
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Flows daily played report | This data set reflects the number of Flows started or transitioned to by users on a daily basis within a given period of time. |
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Flows played report (by unique users) | This table sorts and shows the number of times unique users who started at least 1 Flow successfully over the given time period. |
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Flows played report (by total events) | This table sorts and shows the number of times the Flow was started successfully by users over the given time period. |
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Flows completion report | This table sorts & shows the number of times the Flow was completed successfully by users over the given time period. | NA |
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Flow trigger points breakdown | This chart breaks down the different points the Flow was triggered over the given time period. | NA |
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Flows status breakdown | This chart breaks down the different states a Flow was terminated (successfully or unsuccessfully) by users over the given time period. | NA |
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Flows failure report | This table sorts & shows the total number of times a Flow has failed over the given time period. | NA |
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Flows exited report | This table sorts & shows the total number of times a Flow was exited midway by users over the given time period. | NA |
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Flows closed via tooltip report | This table sorts & shows the total number of times a Flow was closed via tooltips This table sorts & shows the total number of times a Flow was exited midway by users over the given time period.by users over the given time period. | NA |
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Flows transitioned from report | The table sorts & shows the total number of times users started another Flow midway while playing a particular Flow over the given time period. | NA |
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Flow feedback breakdown | This chart breaks down the Flow feedback received over the given time period into ‘useful’ and ‘not useful’. | NA |
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Flow ‘found helpful’ feedback comments report | This table shows the positive feedback received flow-wise along with other Flow details over the given time period. | NA |
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Flow ‘not helpful’ feedback comments report | This table shows the negative feedback received flow-wise along with other Flow details over the given time period. | NA |
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Flow Closure Feedback | This data displays user feedback collected when individuals close a Flow Step via the close icon. | NA |
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Star Rating Feedback Responses | This chart displays the ratings and feedback shared by users on Flows, which helps in measuring the impact of your guidance content. | NA |
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By Flow
The By Flow tab on the Dashboard shows the
The following are the metrics available on the By Flow Dashboard:
Insights | Description | Event group | Event components | Event Filters | User Filters |
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Flows daily played report | This data set reflects the number of Flows started or transitioned to by users on a daily basis within a given period of time. |
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Flow trigger breakdown | This chart breaks down the different points the Flow was triggered over the given time period. | NA |
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Flows status breakdown | This chart breaks down the different states a Flow was terminated (successfully or unsuccessfully) by users over the given time period. | NA |
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Flow failed/exited step breakdown | The bar chart provides an insight into the occurrences of Flow failures and exits for the selected Flow. | NA |
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Flow feedback breakdown | This chart breaks down the Flow feedback received over the given time period into ‘useful’ and ‘not useful’. | NA |
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Flow ‘Found helpful’ feedback | The chart provides an insight into the positive user feedback shared over the given time period. | NA |
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Flow ‘Not found helpful’ feedback | The chart provides an insight into the negative user feedback shared over the given time period. | NA |
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Flow ‘Found helpful’ feedback comments report | This table shows the positive feedback received Flow-wise along with other Flow details over the given time period. | NA |
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Flow ‘Not found helpful’ feedback comments report | This table shows the negative feedback received Flow-wise along with other Flow details over the given time period. | NA |
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Info:
Some metrics display Total events while others display Unique users.
Total events: The number of times the event occurred.
Unique users: The number of unique users who triggered the event.
Sometimes, content or widgets in analytics have a Moved badge next to them, which indicates that the content or widget has been moved from a particular stage. For example, a Pop-up in the Production stage may have been moved to the Draft stage.
The Deleted badge indicates that the content or widget has been deleted from the Whatfix Guidance dashboard.
Note:
By default, only data from the Production stage is shown. If you want to get data from other stages, you need to configure them on your Whatfix Dashboard. For more information, see Get Analytics Data across CLM Stages. Once you’ve configured the stages in Settings, see How do I get analytics data across CLM stages in the New Guidance Analytics Dashboard experience? to know how to get the data across stages in the new experience.