Checklist Analytics

Learn how to keep track of the performance of your Checklists.

Gabriel avatar
Written by Gabriel
Updated over a week ago


After publishing your Checklists to your web platform, all end-user interactions related will be presented on the Analytics Dashboard.

There, you can track the performance of your Checklists in detail and have a better insight into the engagement and success of your guides triggered via these assistants.

Where to find Checklist Analytics?

The dashboard can be accessed by clicking on Analytics > Dashboard.

By default, the dashboard shows how all of your guides performed over the course of the last 7 days. However, you can switch to Checklists Tab by clicking on its name.

Important: If you haven't created at least one Checklist, you'll see a shortcut button to create it. However, if you have created it, ensure to activate it and publish it live on the Checklist Settings.

Tracking your analytics data


The Checklist Tab includes the following indicators:

1 - A total number of unique Guide Trigger events happened between your end-users and through all active checklists you have, within the last 7 days.

2 - Whether the total number of unique guide triggers are increased or decreased compared to the previous week and the difference.

* unique guide trigger: the first time a unique user triggers a guide from a checklist.


Three possible filters can be applied to the Checklists - Guide Triggers data:

1 - Dropdown: by default, the respective data will be presented based on all your active checklists. However, you can select a specific checklist.

2 - Date picker: you can change the date range and pick a longer or shorter period.

3 - Interval selector: based on the chosen date range from the second filter, you can set a daily, weekly, or monthly interval to present your data on the graph.

Interacting with the graphs

Line Chart: once you have applied your filters, you'll see a blue line on the line chart representing the # of Guide Triggers (how many unique guide trigger events happened as a result of unique users interacting with your checklists).

You can also see date-specific interaction data for all checklists or a particular checklist you select from the dropdown menu above the chart.

To gather date-specific data, hover over the chart, as shown below:

To see the list of users who viewed a Checklist, click on one of the indicators representing each material. You can also export this list of users as a CSV file.

Pie chart: If the All Checklists option was selected on the dropdown, you'd also notice a pie chart that shows the total # of Guide Triggers that happened through all checklists. The date range of the presented data will be based on the date picker.

If you want to know each checklist's total # of Guide Triggers, just hover over the desired percentage.

Table: The following table will also be shown by applying the same filters as the pie chart above. All checklists will be listed in descending order based on their total # of Guide Triggers.

If you'd select a specific checklist from the content dropdown, the charts will show analytics data for individual guides inside that checklist.

Just hover over the desired percentage so that you can know which guide and how many times it is triggered via the selected checklist.

Also, the table will show all guides of that checklist will be listed in descending order based on how many times in total they are triggered by a unique user.

Exporting data

Finally, you'll see a button called Export CSV at the bottom of the page, where you can export the data in a spreadsheet format. If you choose a specific checklist in the first filter or all checklists, this will be reflected in the final result.

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