Analytics & Insights

The Analytics dashboard provides comprehensive insights into your Trust Center performance, user engagement patterns, and customer compliance behavior. Monitor key metrics, track document access, and make data-driven decisions to optimize your compliance operations.

What You'll Learn

• How to interpret key Trust Center metrics
• Understanding user engagement patterns
• Tracking document access and downloads
• Analyzing customer compliance behavior
• Creating custom reports and exports

Prerequisites

• Admin or Account Manager role required
• Access to the Trust Center Admin interface
• At least 7 days of Trust Center activity for meaningful insights

Analytics Dashboard Overview

The main analytics dashboard provides a comprehensive view of your Trust Center performance with real-time metrics and historical trends.

The analytics dashboard showing key metrics, user engagement, and document access patterns

Key Metrics Cards

The dashboard displays four critical metric cards at the top:

📊 Total Visits

• Shows unique visitors to your Trust Center
• Includes both authenticated and anonymous visits
• Tracks month-over-month growth trends

👥 Active Accounts

• Displays accounts that accessed content in the last 30 days
• Helps measure customer engagement levels
• Indicates successful onboarding completion

📁 Document Views

• Tracks total document views across all content
• Shows which documents are most valuable
• Helps identify content gaps or popularity

⬇️ Downloads

• Monitors document download activity
• Indicates serious customer interest
• Tracks compliance document distribution

Engagement Analytics

Performance Metrics

Traffic Analytics

Visitor Insights:

• Unique Visitors: Individual users accessing Trust Center
• Page Views: Total content pages accessed
• Session Duration: Time spent exploring content
• Geographic Distribution: Visitor locations and regions

Engagement Patterns:

• Peak Usage Hours: When customers are most active
• Popular Content: Most viewed pages and documents
• User Journey: Paths through Trust Center content
• Exit Points: Where users typically leave

Account Activity

Customer Engagement:

• Active Accounts: Accounts with recent activity
• Document Requests: Access requests and approvals
• Login Frequency: How often customers return
• Feature Usage: Which Trust Center features are used most

Compliance Tracking:

• Review Status Progress: Account compliance advancement
• Document Completion: Percentage of required docs accessed
• NDA Agreements: Signed agreements and access granted
• Expiry Monitoring: Accounts approaching renewal dates

Document Analytics

Content Performance

Track how your compliance content performs:

Most Viewed Documents:

• Identify which documents customers find most valuable
• Track view counts, download rates, and engagement time
• Optimize document organization based on usage patterns

Access Patterns:

• Public Documents: Freely accessible content performance
• Restricted Content: Authentication-required document access
• NDA-Protected: High-security document engagement
• Account-Specific: Customized content performance per customer

Download Tracking

User Behavior Insights

Customer Journey Analysis

Onboarding Flow:

• Track how new customers navigate Trust Center
• Identify common paths and potential friction points
• Optimize content organization for better discovery
• Monitor completion rates for compliance processes

Engagement Depth:

• Surface Browsers: Quick visits to public content
• Engaged Explorers: Deep dives into multiple documents
• Compliance Seekers: Focused access to specific certifications
• Power Users: Regular returners accessing diverse content

Geographic and Temporal Patterns

Regional Insights:

• Track visitor locations and regional compliance interests
• Identify international market engagement
• Monitor timezone-based usage patterns
• Adapt content for regional compliance requirements

Timing Analysis:

• Business Hours: Peak usage during work hours
• Weekend Activity: Extended review sessions
• Seasonal Patterns: Compliance cycle timing
• Campaign Response: Marketing-driven traffic spikes

Advanced Analytics

Custom Date Ranges

Filter analytics data for specific time periods:

• Last 7 Days: Recent activity and immediate trends
• Last 30 Days: Month-over-month comparisons
• Last 90 Days: Quarterly compliance cycles
• Custom Ranges: Specific campaign or event periods

Filtering and Segmentation

Account-Based Analysis:

• Filter metrics by specific customer accounts
• Compare performance across different account types
• Track individual customer engagement patterns
• Monitor account lifecycle stages

Content Segmentation:

• Analyze performance by document categories
• Compare certification vs. policy document engagement
• Track template usage and effectiveness
• Monitor content freshness impact

Export and Reporting

Generate detailed reports for stakeholders:

Report Types:

• Executive Summary: High-level metrics for leadership
• Account Activity: Detailed customer engagement reports
• Content Performance: Document-level analytics
• Compliance Progress: Account status and progression tracking

Export Formats:

• PDF Reports: Professional stakeholder presentations
• CSV Data: Raw data for further analysis
• Excel Workbooks: Interactive data exploration
• API Access: Programmatic data integration

Best Practices

Monitoring Strategy

• Daily Checks: Monitor recent activity and urgent alerts
• Weekly Reviews: Analyze trends and engagement patterns
• Monthly Reports: Generate comprehensive performance summaries
• Quarterly Analysis: Strategic planning and optimization reviews

Performance Optimization

• Content Strategy: Use analytics to guide content creation
• User Experience: Optimize based on behavior patterns
• Access Control: Adjust permissions based on usage data
• Resource Allocation: Focus efforts on high-impact areas

Stakeholder Communication

• Regular Updates: Share key metrics with relevant teams
• Trend Analysis: Highlight significant changes or patterns
• Success Stories: Celebrate engagement and compliance wins
• Action Items: Convert insights into concrete improvements

Common Tasks

Data Privacy and Security

Analytics Data Handling

Security Measures:

• Analytics data encrypted at rest and in transit
• Access controlled by role-based permissions
• Audit logs maintained for all data access
• Regular security assessments and monitoring

Troubleshooting

Data Discrepancies

• Missing Data: Check date ranges and filter settings
• Low Numbers: Verify Trust Center is accessible to customers
• Tracking Issues: Confirm analytics scripts are properly installed
• Performance Slow: Use smaller date ranges for complex queries

Export Problems

• File Size Limits: Reduce date ranges for large exports
• Format Issues: Try different export formats (PDF vs CSV)
• Permission Errors: Verify export permissions for your role
• Browser Compatibility: Use Chrome or Firefox for best results

Next Steps

Related Resources

• API Documentation: Analytics
• Google Analytics Integration
• Data Export Automation
• Privacy Policy Guidelines

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Need help with analytics? Check our support documentation or contact the admin team for advanced reporting assistance.