Introduction

In this detailed summary, we explore the process of creating and customizing percentage reports within a chatbot analytics platform.

This guide provides a clear understanding of how to set up, edit, and interpret these reports, emphasizing their comparison features, customization options, and formula integrations.

Whether you're a beginner or an experienced user, this overview aims to equip you with the knowledge to leverage percentage reports effectively for insightful data analysis.

Deep Dive into Custom Percentage Reports

1. Understanding the Purpose of Percentage Reports

Percentage reports serve as a powerful tool to compare two different data points within your chatbot environment. Unlike standard reports that display raw numbers, these reports focus on relative performance metrics, enabling you to:

• Measure conversion rates

• Track user engagement

• Analyze system performance

• Evaluate agent efficiency

Key Concept:
A percentage report compares Field A and Field B, providing insights into their relationship through calculated percentages.

2. Creating a New Percentage Report

Step-by-step process:

• Navigate to the Reports section.

• Select Create New Report.

• Choose Percentage Report as the report type.

• Name your report (e.g., demo2).

• Click Save to generate the report.

Visual Overview:

3. Editing and Customizing the Report

Once created, you can edit the report to tailor it to your specific needs:

• Overview Panel: Similar to funnel reports but tailored for percentage comparisons.

• Fields Selection:

  • Field A: The primary metric for comparison (e.g., total bot users, active users, messages sent).

  • Field B: The reference metric for comparison (e.g., total conversations, email opens).

Available Data Sources:

How to select fields:

• Use dropdown menus to pick Field A and Field B.

• These fields can be custom events or system fields.

4. Understanding the Comparison Logic

The core of percentage reports lies in comparing two fields:

• Field A: The numerator (e.g., total messages sent)

• Field B: The denominator (e.g., total conversations)

Calculation Example:

Percentage = (Field A / Field B) * 100

This calculation provides a percentage value indicating the proportion of one metric relative to another.

5. Visual Customization: Line Charts and Colors

The report's visual aspect can be customized:

• Line Chart Settings:

  • Choose single or multiple lines to represent different metrics.

  • Adjust colors for clarity and visual appeal.

• Percentage Display:

  • Show percentage values inside the lines for quick interpretation.

Customization Options:

6. Advanced: Using Formulas for Custom Calculations

The platform offers formula options to create more complex percentage reports. These formulas are essential for tailored analysis and can be explored further in dedicated tutorials.

Common Formula Types:

Note: Specific formulas are detailed in separate tutorials, but the platform provides a visual interface to experiment with these calculations.

7. Practical Use Cases for Formulas

• Conversion Rate:
  Calculate the percentage of users who completed a specific action (e.g., messages sent vs. received).

• Engagement Metrics:
  Measure the ratio of active users to total users.

• Performance Tracking:
  Compare agent responses to total conversations.

• Cost Efficiency:
  Relate total costs to total interactions.

Example Scenario:

8. Experimentation and Optimization

The platform encourages trial and error:

• Create multiple reports with different field combinations.

• Use formulas to derive insights.

• Adjust visual settings for clarity.

• Save and compare reports over time.

Tip:
Regularly review and refine your reports to adapt to evolving business needs.

Final Thoughts and Encouragement

Creating custom percentage reports unlocks a deeper understanding of your chatbot's performance and user interactions. By selecting relevant fields, customizing visualizations, and leveraging formulas, you can craft tailored insights that drive strategic decisions.

Remember:

• Start simple, then explore advanced formulas.

• Use visual customization to enhance clarity.

• Experiment with different data points to uncover hidden patterns.

• Reach out with questions—continuous learning is key.

Have fun exploring your data!
Track everything, analyze effectively, and optimize your chatbot experience for maximum impact.

Summary Table: Key Takeaways