This guide explains how to use the Wizard Analytics Dashboard to understand user behavior, identify drop-off points, and optimize your wizard workflows.Documentation Index
Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
Use this file to discover all available pages before exploring further.
Accessing the Analytics Dashboard
- Navigate to Platform → Wizards
- Open a wizard template in the Builder
- 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:| Metric | Description |
|---|---|
| Total Starts | Number of times users began the wizard |
| Completions | Number of successful wizard completions |
| Completion Rate | Percentage of started wizards that were completed |
| Avg. Duration | Average time to complete the wizard |
| Abandonment Rate | Percentage of wizards that were abandoned |
| Avg. Steps Completed | Average number of steps users complete before dropping off |
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:| Column | Description |
|---|---|
| Step | Step name and position |
| Enter Count | Users who reached this step |
| Exit Count | Users who left at this step |
| Drop-Off Rate | Percentage who left at this step |
| Avg. Time | Average time spent on this step |
- 🔴 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
- Simplify complex steps - Break long forms into multiple smaller steps
- Add help text - Use tooltips and descriptions for confusing fields
- Review validation - Ensure error messages are clear and helpful
- Check field requirements - Remove unnecessary required fields
Improving Completion Time
- Use smart defaults - Pre-populate fields where possible
- Enable auto-save - Reduce fear of losing progress
- Optimize field order - Put easiest fields first
- Add progress indicators - Show users how far they’ve come
A/B Testing
Use version history to test different wizard configurations:- Publish a new version with changes
- Monitor analytics for both versions
- Compare completion rates
- 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)