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Insights Console

Last Updated September 26, 2024

Brief Overview

WalkMe Insights, your go-to destination for understanding the performance of your DAP Initiatives, will gradually transition into the WalkMe Console. This updated platform offers a more comprehensive analytics experience for your DAP initiatives, and allows you to manage all of your favorite WalkMe applications, including Discovery, UI Intelligence, many more from one convenient location.

Currently, the Systems Overview dashboard is the first feature to be moved to the console. Don't worry, the original web application, which we will refer to as “Insights Classic”, will remain available for the indefinite future. Work where you're comfortable, but we want to highlight that the Insights Console will be continuously updated with the latest and most advanced capabilities. For instance, the newly launched feature of creating custom dashboards is now available exclusively on Insights Console.

Workstation Data Not Supported

Please note that the Insights feature currently does not support or analyze workstation data. However, we are constantly working to improve our system, and we plan to add support for workstation data in the future. In the meantime, you can still access and learn more about your workstation data from the workstation dashboard in the console.

Use Cases

  • Measure usage and optimize your WalkMe solution

  • Measure usage and optimize your underlying website

  • Analyze your end-users behavior

  • Recognize instances of end-user confusion and capitalize on these opportunities to improve

Access

The new Insights is located in the WalkMe Console. The Systems Overview page serves as the primary Insights dashboard and default homepage for all accounts. To access the page:

  1. Hover over the navigation sidebar in the console
  2. Click Insights (NEW)
  3. Click Systems Overview

What's changed?

High level changes

  • Design: The page features a sleek new design
  • Enhanced filters: We've added the ability to select specific months and quarters to our time filters to improve the user experience
  • Updated widgets: The metrics widgets have undergone significant updates, with outdated ones being replaced by new and improved versions.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
  • Export: Now using the export button, you can export pages to png files, and export individual widgets to CSV / XLSX files

Systems Overview

See what's changed

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

System Overview

See what's changed

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

Apps Dashboards

See what's changed

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.

Reports

See what's changed

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

Events

See what's changed

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.

Active Users Tab

See what's changed

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.

New Features

Custom Dashboards & Widgets

See what's new

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.

Tip Tuesday Video

On The Roadmap

Feature
Report Builder
Integrations
Session Playback
Session Stream
Adoption Projects

Technical Notes

  • Self-hosted is not supported
  • No time zone support

    • Data is filtered and displayed in UTC

  • No Mobile Web support

    • The data displayed relates only to the Desktop (main) platform

  • No multi environment support

    • The data displayed only for production environment

  • Workstation data is not supported in Insights
  • Insights only officially supports Chrome
    • It may work on other browsers but is not officially supported
  • Data for deleted sub-items is not supported and won't be shown anywhere in Insights Console
    • For example: SmartTip in a SmartTip set, SWT step in a SWT, question in a Survey... etc

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