Insights Migration to WalkMe Console

The new Systems Overview dashboard page offers a high-level view of software usage across an organization, allowing users to track frequently used systems and those with high WalkMe engagement. Users can also view a list of monitored systems in the WalkMe account.

The widgets have undergone significant updates and you can learn more about them here.

New capabilities include:

• Add widgets to custom dashboards
• Export widgets to CSV / XLSX files

The new System Overview page in the Console provides a dashboard with visibility into the most commonly used software applications and user engagement within systems, leveraging the data from Discovery. It is made up of several widgets showing user analysis funnel, user analysis trends, where users access from, WalkMe interactions, top content, and top goals.

New updates and capabilities include:

• The widgets have undergone significant updates, with outdated ones being replaced by new and improved versions. Additionally, reused metrics have been updated with new titles, tooltips, and design to enhance their clarity and usability
• Apps sidebar moved to tabs on the system overview page
• Add widgets to custom dashboards
• Switch widget view from graph to list view
• When hovering and clicking on user metrics in list view, a side panel will open lists of the unique users

The new design enables users to access the system overview and apps directly from the page through the use of tabs. This updated approach improves the user experience compared to the previous design where apps were accessed through a sidebar.

The Insights Reports page is a central hub, now located in the console, where you can conveniently review, export, and subscribe to Insights reports. By subscribing to a report, you can have a scheduled email sent to a recipient list of your choice.

Reports is composed of two sub-tabs:

• Reports Gallery: Discover pre-built reports or create your own to export, edit, or subscribe to

• Exports & Subscriptions: View and download generated reports and manage subscriptions

The new Events page in the WalkMe Console, helps users manage and track their Tracked Events and Engaged Elements all from one page. Users can view a global list of their events, as well as create new events via custom setup or capturing, making it easy to track user behavior and engagement on your website or application.

The Events page includes visualization tools that allow users to view up to 20 events in a table and line graph view with filters.

The Active users tab is no longer a page but a tab within a system overview. It gives you valuable insights into the user activity on your website. It provides a comprehensive list of users who visited your site while WalkMe was active, regardless of whether they interacted with a WalkMe item. It allows you to understand the number of users to whom WalkMe was available to and their demographics.

Custom Dashboards page allows users to create their own custom dashboard. With this feature, users can add metric widgets from different systems to create unique insights dashboards. This allows users to tailor their dashboard to their specific needs and preferences. The Custom Dashboards page is a valuable tool for those who want a more personalized and efficient way to monitor their metrics and gain insights.

NEW! Users can now create custom widgets for their dashboards. Users can decide exactly what should be shown in the custom widget allowing them to filter out unnecessary information and highlight only what's matter to them.