Insights Overview

Learn about Insights, where it is and how to use it.

Timothy Davis avatar
Written by Timothy Davis
Updated over a week ago

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Insights Overview

What is Insights?

Insights is Element451’s embedded suite of analytics dashboards and reporting tools that helps Element451 partners identify trends and make data-informed decisions.

Accessing Insights

The Insights module can be accessed from the Data + Automations dropdown in the top navigation.

In November 2022, Element451 lifted the cap for the number of Insights readers (viewers). Now any Element451 user can be granted permission to view Insights dashboards. Each Insights dashboard has its own permissions.

If you do not see Insights or a particular dashboard, you may not have permission to access the Insights module or that dashboard.

Available Dashboards

Insights contains several reports based on themes or Element451 modules.

  • Campaigns: The Campaigns dashboard analyzes the performance of both email and SMS campaigns. Explore performance metrics by campaign name, segment name, and tags.

  • Conversations: The Conversations dashboard analyzes the performance of all Conversations metrics. Explore performance metrics by date, segment, and various student dimensions.

  • Events: The Events dashboard analyzes the performance of events created in Element451. Explore performance metrics by event name, event type, and student dimensions.

  • Funnel: The Funnel Dashboard logs students' paths through your enrollment funnel over time. Explore funnel stages by their point-in-time performance, and compare funnel stages by a variety of dimensions.

  • Sources: The Sources dashboard analyzes the sources added to people profile's in Element451. Explore funnel counts, conversions, and student dimensions by source type, name, and segment.

  • Tasks Performance: The Tasks Performance dashboard gives your team insight into their performance with Tasks. Explore trends by Tasks Created, Due, Incomplete & Complete.

  • Web Activities: The Web Activities dashboard provides valuable insights into how visitors interact with your website content.

  • Management: The Management dashboard allows managers to see individual staff performance across tasks, decisions, conversations, notes and more.


The Insights Interface

Learn how to read and control Insights reports.

Visualizations

Visualizations are the charts, graphs, and narratives that make up an Insights Report. Narratives are visualizations that feature Key Performance Indicators (KPIs) or lists.

  • Features: Drill down into visualization with the visualization settings menu.

  • Features: Filter the report by clicking into a visualization value.

  • Features: Zoom in to visualizations.

Controls

Controls will filter the report based on the inputted value. Find controls at the top of the report or in-line next to certain visualizations.

Resetting a Dashboard

To reset the report to default, click the refresh icon in the top left of the report.


FAQs

Why is there no data?

There are a variety of reasons an Insights report is blank. Try the following quick fixes:

  1. Reset the report. A visualization may be filtering the report. Check the date controls. If the date is too far in the past, it may pre-date your activity in Element451.

  2. Check what fields are being used. For example, if you aren’t using Milestones, your funnel report will not work.

  3. If data is still missing, there may be issues with your data in Element. Check out this guide for data cleanup.

How is my data stored?

Element451 stores analytics data in Snowflake, a data warehouse. Here, data is modeled and sent to Insights.

How can I access my institution’s data?

You can access your institution's data in a variety of ways.

  • Download raw data using the Export module. Learn more.

  • Access all of your analytics data in real-time using Snowflake. Download your data as needed, or connect it to your own data platform via API. Want to learn more about Snowflake? Reach out to Customer Success.

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