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Dashboard ​

Use Dashboard after publishing when you need analytics instead of editing tools.

The current dashboard includes:

  • Total Views
  • Total Viewers
  • Total Procedures
  • Total Products
  • a country distribution map
  • plan usage limits

Open The Dashboard ​

Step by step

Open analytics from the sidebar

Dashboard is for usage analysis, not authoring.

Left sidebarDashboard
Steps
  1. In the left sidebar, click Dashboard.
  2. Review the top metrics for a high-level view.
  3. Use the product table to drill into a specific product or procedure.
Example

If views are rising but completion quality is dropping, start on the main dashboard and then drill into the specific procedure analytics page.

Insights page of an organization with four totals (Views, Viewers, Procedures, Products), the Views by product list, the Where viewers are map with three countries, and the start of the Plan usage section.
The totals start with Views (1). Views by product (2) lists each product, and Where viewers are (3) shows the countries.

Review Product Analytics ​

Step by step

Open Product Analytics

Product Analytics helps you understand how one product performs across its procedures.

DashboardProduct tableProduct Analytics
Steps
  1. In the dashboard product table, select the product you want to review.
  2. Open Product Analytics.
  3. Review total views, viewers, and procedures.
  4. Check the trend chart.
  5. Review the procedures table for step counts and execution counts.
Example

If one product has ten procedures but only two are being used, Product Analytics will show that imbalance quickly.

Insights page of one product with a period selector (Today, 7 days, 30 days, 12 months), four figures (Views, Viewers, Average run, Rating), the Views per day chart and the start of the Where viewers are map.
Choose the period (1), read the figures starting with Views (2), then follow the trend in Views per day (3).

Review Procedure Analytics ​

Step by step

Open Procedure Analytics

Procedure Analytics is where you compare public and private execution behavior.

DashboardProduct tableProcedure Analytics
Steps
  1. Open the relevant procedure from the dashboard flow.
  2. Review total views, total viewers, and average rating.
  3. Use the Public view for anonymous or link-based traffic.
  4. Use the Private view for authenticated runs and reporting data.
  5. Export the private execution data to Excel when needed.
Example

If users report confusion in the field, open the Private view and compare ratings, comments, elapsed time, and step-level evidence from reported runs.

Procedure Analytics page with the usage chart and execution data.
Procedure Analytics page — Procedure Analytics includes the Public/Private selector, the usage chart, the execution table, and Export .xlsx.

When To Use Dashboard ​

Use Dashboard when you need to:

  • find highly used procedures
  • compare product performance over time
  • review private execution results
  • inspect comments and uploaded photos
  • export audit data