Skip to main content
This guide explains how to use the Wizard Analytics Dashboard to understand user behavior, identify drop-off points, and optimize your wizard workflows.

​
Accessing the Analytics Dashboard

  1. Navigate to Platform → Wizards
  2. Open a wizard template in the Builder
  3. Click the Analytics button in the toolbar
Note: Analytics data is only available for published wizards that have been executed by users.

​
Understanding Metrics

​
Overview Cards

The dashboard displays key performance indicators:

​
Funnel Chart

The funnel visualization shows user progression through each step:
  • Full bars indicate steps with high retention
  • Shrinking bars show where users are dropping off
  • Hover over any step to see exact counts and percentages

​
Drop-Off Analysis

The drop-off table highlights problematic steps: High drop-off indicators:
  • 🔴 Red badge: >30% drop-off rate (critical)
  • 🟡 Yellow badge: 15-30% drop-off rate (warning)
  • 🟢 Green badge: <15% drop-off rate (healthy)

​
Date Range Selection

Use the date picker to filter analytics by time period:
  • Last 7 days - Recent performance
  • Last 30 days - Monthly trends (default)
  • Last 90 days - Quarterly analysis
  • Custom range - Select specific dates

​
Exporting Data

Click the Export CSV button to download analytics data for external analysis. The export includes:
  • Step-by-step metrics
  • Daily/hourly breakdowns
  • User session details (anonymized)

​
Optimizing Wizard Performance

​
Reducing Drop-Off

  1. Simplify complex steps - Break long forms into multiple smaller steps
  2. Add help text - Use tooltips and descriptions for confusing fields
  3. Review validation - Ensure error messages are clear and helpful
  4. Check field requirements - Remove unnecessary required fields

​
Improving Completion Time

  1. Use smart defaults - Pre-populate fields where possible
  2. Enable auto-save - Reduce fear of losing progress
  3. Optimize field order - Put easiest fields first
  4. Add progress indicators - Show users how far they’ve come

​
A/B Testing

Use version history to test different wizard configurations:
  1. Publish a new version with changes
  2. Monitor analytics for both versions
  3. Compare completion rates
  4. Rollback or iterate based on data

​
Data Retention

  • Analytics events are retained for 180 days
  • Aggregated metrics are retained indefinitely
  • No PII/PHI is stored in analytics data

​
Privacy & Compliance

All analytics data is:
  • Anonymized - No user identifiers stored
  • PHI-sanitized - Sensitive field values are never logged
  • Organization-scoped - Only visible to your organization
  • HIPAA-compliant - Safe for healthcare applications

​
Troubleshooting

​
No Data Showing

  • Verify the wizard has been published
  • Check that the date range includes execution dates
  • Ensure analytics tracking is enabled in module settings

​
Unexpected Metrics

  • Check for wizard version changes during the period
  • Review if validation rules were updated
  • Consider external factors (training, policy changes)