System Overview

Last Updated November 17, 2024

Brief Overview

The System Overview 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.

Customers can utilize it to identify areas where poor utilization of software exist so that they know exactly where to leverage WalkMe to improve adoption.

Access

Each user will only be able to see systems which they have permission to access according to their user/role permissions
The System Overview shows data based on the WalkMe system that is assigned to the app in Discovery
You can also access this dashboard from Discovery by clicking on the WalkMe system associated with the app you are viewing (you must have permissions for the WalkMe system)

Navigate to System Overview

Go to the Systems Overview page in the console
Select a system from the Monitored Systems widget

Get to Know & Use

The console System Overview is a dashboard within the WalkMe Insights console that provides customers with valuable insights and data on specific software applications. The dashboard is composed with the following features:

System dropdown
Filters
Apps tabs
Metrics widgets

To quickly switch between your system dashboards, simply choose a different system from the dropdown menu.

Date picker

The dashboard date picker enables users to view and analyze a smaller part of their data set. Users have the following filter options:

Today: This filter shows data from the current day
Last week: This filter shows data from the previous day
Last month: This filter shows data for the previous month
Last three months: This filter shows data for the last three months

Month: This filter shows data from the selected month and year
- To use this filter, Last month or Last three months needs to be selected first
Quarter: This filter shows data from the selected quarter and year
- To use this filter, Last month or Last three months needs to be selected first
Custom: This filter allows you to select a custom date range to view data

App tabs

Select a WalkMe item from the apps tab bar to view metrics widgets that will go more in-depth on individual WalkMe items within the system.

Metrics widgets

User analysis funnel

A visual funnel showing active users, users WalkMe was available to, and users who interacted with WalkMe.

Active users: The number of unique users who visited the site while WalkMe was loaded, regardless their interaction with a WalkMe item. Numbers shown may differ from Discovery, depending on how user calculation was defined on this system
Users WalkMe was available to:The number of unique users who had at least one WalkMe item visible or available to them (with any segmentation and rules applied)
Users interacted with WalkMe: The number of unique users who interacted with at least one WalkMe item

Hovering on the widget will show the percentage of every metric.

User analysis trends

A visual line graph showing active users, users WalkMe was available to, and users who interacted with WalkMe.

Active users: The number of unique users who visited the site while WalkMe was loaded, regardless their interaction with a WalkMe item. Numbers shown may differ from Discovery, depending on how user calculation was defined on this system
Users WalkMe was available to: The number of unique users who had at least one WalkMe item visible or available to them (with any segmentation and rules applied)
Users interacted with WalkMe: The number of unique users who interacted with at least one WalkMe item

Hovering on the widget will show the percentage of every metric.

Interactions by content type

Each row represents a type of WalkMe item with one bar representing the number of interactions, and one the number of unique users.

You can use the toggle to access a list of users.

Where users access system

Shows a geo map with the locations users last accessed your system. The darker the color, the more users.

Hovering on a country will show the number of unique users and the percentage of users out of all the countries
You can use the toggle to access a list of users

Top goals

View the top goals reached with the following information:

Goal:The name of the goal
Content name:The name of the item where the goal was built
System: The system name where the content was built
Times reached: The number of times users have reached the goal
Success rate:The percentage of times a specific Goal was reached

Click Show Top 100 to view more.

Additional Features

Add to Dashboard

With the Add to Dashboard feature, users have the ability to personalize custom dashboards by adding various widgets.

How to use:

Hover over the widget you'd like to add to a custom dashboard
Click the Add to Dashboard icon
Optional:
- Users can change the name of the widget
- Users can add a description of the widget
- Users can select a different system that also uses the selected widget
Select a custom dashboard from the Add to dropdown menu. Alternatively, you can create a new dashboard and add the widget to it
Click Add to Dashboard

Go to Insights Classic

Click the Go to Insights Classics button at the top of the page to be redirected to the old insights page: insights2.walkme.com

Open unique users lists

Within the Top Content widget, users have the ability to hover and click on the number of unique users for a WalkMe item. Upon doing so, a sidebar will appear which displays a comprehensive list of each individual user

Add to Story

Users have the ability to export their System Overview dashboard to a new or existing Story.

How to use:

Click Export at the top-right of the page
Select Add to Story

A popup will appear with the option to either:
1. Select Existing Story
2. Add to New Story

Select Existing Story

Users can find an existing story by:

Filtering
Sorting
Searching

Click the Story tile you want to export to
Click Select
1. A new tab will open in the Stories app with the existing Story

Add to New Story

Click Add to new story
1. A new tab will open in the Stories app with the new Story created

Technical Notes

Data shown is based on the WalkMe system associated with the app in Discovery, and not the app
Workstation, Mobile Web, and Mobile are not supported
Data shown is only for production environments

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