> ## 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.

# Wizard Analytics Guide

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

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:

| 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  |

**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)

## Related Documentation

* [Wizard Branching Guide](./wizard-branching-guide.md)
* [Wizard AI Generation Guide](./wizard-ai-generation-guide.md)