--- title: "Walnut Insights overview" slug: "/help/demos/analyze/walnut-insights" last_updated: "2026-04-15T23:29:01Z" zendesk_id: 50862871812499 zendesk_url: "https://help.walnut.io/hc/en-us/articles/50862871812499-Track-Demo-Engagement-and-Performance-with-Built-In-Walnut-Insights" locale: "en-us" category: "Connect and Optimize" section: "Built-In Walnut Insights" product: "demos" topic: "analyze" displayed_sidebar: "demosSidebar" sidebar_position: 3 --- ## **Overview** Unlock the story behind every demo and playlist with **built-in Walnut Insights** — your all-in-one hub for tracking engagement, performance, and viewer behavior. See who’s watching, how long they’re exploring, and which moments drive the most impact — in real time. With **Walnut** **Insights**, you can: - Monitor key engagement metrics like **views**, **completion** **rates**, and **time** **spent** - Drill into **demo-specific** or **playlist-specific** analytics - Track **screens** and **guides** **funnels** to identify drop-off points - **Export** **data** for reporting or sync insights directly with your integrations ## **Update Timing, Notifications, & Integrations Syncing** **Walnut** **Insights** keeps your analytics fresh and accurate — so you can spot engagement trends as they happen. When a viewer interacts with a demo or playlist, you’ll receive an instant email alert, and the activity appears in Walnut Insights right away. **⏱ How Insights Data Flows & Updates:** - **Session Processing:** Demo sessions are finalized and processed **30 minutes after inactivity** to ensure accurate session tracking and engagement metrics. - **Automatic Hourly Refresh:** Insights data is refreshed **every hour** to update completion rates, view counts, and other activity data. - **Integration Sync:** If your workspace is connected to integrations such as Salesforce, HubSpot, or Marketo, the corresponding Insights data **may take a few hours to sync** as those platforms process and enrich incoming session data. **👉 [See the full list of supported integrations →](/help/demos/analyze/faqs/integrations-overview#h_01K0YF18C6T19P9F6G3T3F2DKZ)** :::note[Pro Tip] You can monitor early activity directly in Walnut Insights immediately after a viewer engages — full analytics and integration updates will follow once the session is processed. ::: --- ## **How to Access Walnut Insights** :::note[Note: All user roles except Viewers can access Walnut Insights.] Editors, Presenters, Account Owners, and Admins can view and analyze insights for demos and playlists within their workspace. ::: Access all your engagement data directly inside the **Walnut** **App** — no spreadsheets or exports required. You have **two easy ways** to view Insights: 1. **Full Insights Dashboard:** - Open the **Walnut** **App**. - Click the **Insights** icon ![Screenshot 2025-10-24 at 9.59.32 AM.png](pathname:///images/962c6e546cb234f1.png) in the **left** **sidebar** **navigation** to open the full analytics dashboard. 2. **Quick Insights from the Library:** - From your **Library**, click any **demo or playlist tile**. - A summary of key metrics will appear in the **information** **panel** on the right. ![Insights Panel.png](pathname:///images/b3bf53ba9d809830.png) --- ## **Data Points at a Glance** Here’s a full summary of every metric you’ll encounter across **Walnut Insights** — from demos to playlists, guides, and funnels. Use this table as your quick reference to understand what each data point represents and how it’s calculated. - **Summary Data Points** - **Demo-Specific Data Points** - **Playlist-Specific Data Points** **Summary Data Points** | Metric | Type | Description | | --- | --- | --- | | `Sessions` | integer | Total times demos/playlists were opened in the selected range. _Includes repeat visits._ | | `Viewers` | integer | Unique individuals who engaged with demos/playlists in the selected range. | | `Total Time Spent` | minutes | Combined viewing time across all sessions in the selected range. | **Demo-Specific Data Points** | Metric | Type | Description | | --- | --- | --- | | `Name` | string | Title of the demo; click to open detailed insights. **Scope:** All Demos Table (Main Dashboard). | | `Creator` | string | Demo owner/creator. **Scope:** All Demos Table (Main Dashboard). | | `Sessions` | integer | Total demo sessions in the selected range. _Includes repeat visits._ **Scope:** All Demos Table (Main Dashboard). | | `Viewers` | integer | Unique viewers for the demo. **Scope:** All Demos Table (Main Dashboard). | | `Time Spent` | minutes | Combined viewing time across all sessions. **Scope:** All Demos Table (Main Dashboard). | | `Last Played` | date | Most recent date the demo was viewed. **Scope:** All Demos Table (Main Dashboard). | | `Completion Rate` | percentage (%) | % of demo screens viewed per session. **Scope:** All Demos Table (Main Dashboard). | | `Bounce Rate` | percentage (%) | Share of sessions that exited after the first screen with no further interaction. **Scope:** All Demos Table (Main Dashboard). | | `Guide Completion Rate` | percentage (%) | % of total _guide chapters_ completed (not individual steps). **Scope:** All Demos Table (Main Dashboard). | | `FAB Conversion Rate` | percentage (%) | % of sessions with at least one Floating Action Button (FAB) click out of sessions where FAB was visible; displays “—” if no FAB. **Scope:** All Demos Table (Main Dashboard). | | `Engagement Score` | 1–10 | Composite benchmarked score factoring structure, engagement quality, and completion vs. top performers. **Scope:** Demo-Specific Summary. | | `Sessions` | integer | Total sessions for this specific demo in the selected range. **Scope:** Demo-Specific Summary. | | `Viewers` | integer | Unique viewers for this specific demo. **Scope:** Demo-Specific Summary. | | `Total Time Spent` | minutes | Aggregate viewing time across sessions for this demo. **Scope:** Demo-Specific Summary. | | `Median Time Spent` | seconds | Median viewing duration per session — indicator of sustained engagement. **Scope:** Demo-Specific Summary. | | `Visitor Email` | string | Viewer’s email; “Anonymous” if no identification method used. **Scope:** Sessions of This Demo Table. | | `Date` | date | Date the session occurred. **Scope:** Sessions of This Demo Table. | | `Duration` | seconds | Total time spent in the session. **Scope:** Sessions of This Demo Table. | | `Screens Viewed` | percentage (%) | % of total demo screens viewed (parentheses show total screens). **Scope:** Sessions of This Demo Table. | | `Guide Steps Viewed` | percentage (%) | % of total guide _steps_ viewed (parentheses show total steps). **Scope:** Sessions of This Demo Table. | | `FAB Conversion` | boolean | Indicates whether the FAB was clicked during the session. **Scope:** Sessions of This Demo Table. | | `User Info` | string | Device and location summary (e.g., “Desktop — United States”). **Scope:** Sessions of This Demo Table. | | `Session Journey` | link | Opens a visual playback of the viewer’s path through the demo. **Scope:** Sessions of This Demo Table. | | `Screen Name` | string | Title of the screen as defined in the demo builder. **Scope:** Top Screens. | | `Sessions` | integer | Total sessions that included this screen. **Scope:** Top Screens. | | `Visitors` | integer | Unique viewers who reached this screen. **Scope:** Top Screens. | | `Thumbnail Preview` | image | Quick visual reference of the screen. **Scope:** Top Screens. | **Playlist-Specific Data Points** | Metric | Type | Description | | --- | --- | --- | | `Sessions` | integer | Total playlist sessions in the selected range. _Includes repeat visits._ **Scope:** Playlist-Specific Summary. | | `Viewers` | integer | Unique viewers who accessed the playlist. **Scope:** Playlist-Specific Summary. | | `Average Time Spent` | minutes | Average viewing duration per playlist session. **Scope:** Playlist-Specific Summary. | | `Completion Rate` | percentage (%) | % of sessions where viewers reached the final item in the playlist. **Scope:** Playlist-Specific Summary. | | `Name` | string | Playlist name (click to open details). **Scope:** All Playlists Table (Main Playlists Dashboard). | | `Creator` | string | Playlist owner/creator. **Scope:** All Playlists Table (Main Playlists Dashboard). | | `Sessions` | integer | Total sessions for the playlist in the selected range. **Scope:** All Playlists Table (Main Playlists Dashboard). | | `Visitors` | integer | Unique viewers for the playlist. **Scope:** All Playlists Table (Main Playlists Dashboard). | | `Time Spent` | hh:mm | Total viewing time across all sessions for the playlist. **Scope:** All Playlists Table (Main Playlists Dashboard). | | `Last Played` | date | Most recent date the playlist was viewed. **Scope:** All Playlists Table (Main Playlists Dashboard). | | `Bounce Rate` | percentage | Share of sessions that exited immediately after the first view. **Scope:** All Playlists Table (Main Playlists Dashboard). | | `Item #` | integer | Order of the asset within the playlist. **Scope:** Playlist Items Table. | | `Item name` | string | Title of the asset (demo/PDF/video). **Scope:** Playlist Items Table. | | `Played` | percentage | % of sessions in which this item was viewed. **Scope:** Playlist Items Table. | | `Sessions` | integer | Number of sessions that included this item. **Scope:** Playlist Items Table. | | `Viewers` | integer | Unique viewers who viewed this item. **Scope:** Playlist Items Table. | | `Time Spent` | mm:ss | Average time viewers spent on this item. **Scope:** Playlist Items Table. | | `Last Played` | date | Most recent date the item was viewed. **Scope:** Playlist Items Table. | | `Comp. rate` | percentage | For demos: % of screens viewed; for other media: proxy completion value. **Scope:** Playlist Items Table. | | `Bounce rate` | percentage | Sessions that exited immediately after the first view. **Scope:** Playlist Items Table. | --- ## **Main Demo Insights Dashboard** Your **Walnut** **Insights** **Dashboard** is the command center for tracking engagement across all demos and playlists. It’s where you’ll uncover what’s working, what’s not, and where to focus next. Each section of the Main Dashboard gives you a different layer of visibility: - **Dashboard Header (1)**: Switch between **Demos** and **Playlists**, apply filters (date range, teammates, tags), and use the Ask AI tool to explore data with natural language prompts. - **Demo Insights** **Summary (2)**: Instantly see totals for **Sessions**, **Viewers**, and **Time** **Spent**. - **Summary** **Charts (3)**: Visualize engagement trends over time and compare internal vs. external views. - **Insights** **AI** **Chatbot (4)**: Ask smart questions like _“Which demo had the highest completion rate this month?”_ or _“Show me top-viewed demos by account.”_ - **All** **Demos** **Table (5)**: Dive into granular data for each demo — sessions, viewers, completion rates, and more. - **Top** **Viewers** **Ranking (6)**: Identify your most engaged viewers or accounts ranked by total time spent. ![Untitled (1440 x 721 px) (1).png](pathname:///images/74d609a0f186e1b7.png) :::note[Important Notes] - All metrics reflect the **selected time range** in the dashboard filters. - Insights include engagement data for **demos and playlists you’ve created or where you’re a collaborator**. - Admins can enable **View All Company Files** to analyze engagement across the entire workspace. ::: --- **1 - Dashboard Header** The **Dashboard** **Header** is your control panel for customizing what you see in Walnut Insights. Use it to switch between demos and playlists, refine your filters, or ask the AI for quick data breakdowns — all in one place. ![Screenshot 2025-10-28 at 12.32.57 PM.png](pathname:///images/03f243a99d9362f7.png) **Header Controls:** - **Demos / Playlists Tabs:** Instantly toggle between demo and playlist analytics. - **Time Filter:** Adjust the time range to focus on specific campaigns, quarters, or launch periods. - **Tags Filter:** Narrow your view by tagged assets — perfect for tracking product lines or demo types. - **Favorites & Bounced Sessions:** Show only favorites or hide bounced sessions for cleaner trend lines. - **View All Company Files (Admin only):** Expand visibility to include all demos and playlists in your workspace. - **All / Internal / External Views:** Separate internal activity from external engagement. - **Ask AI:** Use natural-language prompts to uncover insights fast (e.g. “Top 5 demos by time spent last month."). :::note[Pro Tip] Use Ask AI to skip manual filtering. Just ask a question like _“Which teammate’s demos had the most external views this quarter?”_ — Insights AI will do the digging for you. ::: --- **2 - Demo Insights Summary** The **Demo** **Insights** **Summary** gives you an instant pulse check on demo performance — no digging required. Use it to quickly gauge overall engagement and spot momentum trends across your workspace. ![Screenshot 2025-10-27 at 12.42.13 PM copy.png](pathname:///images/b96c8c651abc3e9e.png) **Key Metrics:** - **Sessions** — The total number of times your demos or playlists were opened during the selected time range. _Includes repeat visits from the same viewer._ - **Viewers** — The total number of unique viewers who engaged with your demos or playlists. _Each viewer is counted once, even if they revisit multiple times._ - **Total** **Time** **Spent** — The combined viewing time across all sessions during the selected period. _Ideal for measuring audience interest and content stickiness._ :::note[Pro Tip] Pair these metrics with date filters or tags to compare performance across campaigns — for example, “Product Launch Q3” vs “Customer Success Demos.” ::: --- **3 - Dynamic Summary Charts ** The Dynamic Summary Charts turn your engagement data into visual stories — making it easy to spot trends, spikes, and engagement drop-offs at a glance. Use these charts to understand how interest evolves over time and how internal vs. external viewers interact with your demos and playlists. **Sessions Over Time** See how many demo or playlist sessions were viewed within your selected date range. Each point represents the total number of sessions (including repeat visits) and helps highlight when engagement peaks. **![Screenshot 2025-10-27 at 12.54.49 PM.png](pathname:///images/95bd6af996172164.png)** :::note[Pro Tip] Use this chart to evaluate campaign timing — for instance, correlate demo traffic with outbound sequences or event launches. ::: **Viewers Over Time** Track unique viewers to understand reach and audience growth. Each viewer is counted once, even if they’ve opened multiple demos or playlists. **![Screenshot 2025-10-27 at 12.56.41 PM.png](pathname:///images/d27ef7e40f8604f2.png)** :::note[Pro Tip] Compare this chart to “Sessions Over Time” — if sessions rise faster than unique viewers, it signals repeat engagement from the same audience. ::: --- **4 - Insights AI Chatbot** Meet your built-in data assistant — the **Insights** **AI** **Chatbot**. It helps you instantly explore trends, surface patterns, and get answers without touching a spreadsheet. Just ask questions in plain language, and AI will return insights based on your engagement data. ![insightsAI.png](pathname:///images/2c2299870bb42978.png) _Example Prompts:_ - _“Which demos had the highest completion rate this month?”_ - _“Show me the top five most-viewed demos this quarter.”_ - _“What’s the average time spent per viewer in October?”_ - _“Which teammates published the most demos last week?”_ - _“How many sessions came from external viewers yesterday?”_ - _“What’s the bounce rate trend over the past 30 days?”_ - _“List demos with a FAB conversion rate above 25%.”_ - _“Compare engagement between playlists and standalone demos.”_ - _“Show me total demo time spent by account.”_ - _“Which demo has the lowest completion rate this week?”_ :::note[Insights AI] **Notes: ** - Insights AI analyzes engagement and performance data from the **past 6 months**. - To use this feature, it must be **enabled by an Admin** under **Company Settings → Account Settings → AI.** ::: --- **5 - All Demos Table ** The **All** **Demos** **Table** is your command center for granular performance tracking. Here, you’ll find every demo in your workspace — with metrics for sessions, viewers, completion, and engagement quality — all filterable and export-ready. Click any demo name to open its **[dedicated Insights view](https://help.walnut.io/hc/en-us/articles/32107248394643#h_01K8NEK9CTY40189SH1KDAEWH4)** for deeper analysis, including session-level details and viewer behavior trends. ![all demos table.png](pathname:///images/13d47333541025ed.png) **Key Metrics:** | Metric | Type | Description | | --- | --- | --- | | `Name` | string | The title of the demo. Click to open detailed insights. | | `Creator` | string | The demo’s owner or creator. | | `Sessions` | integer | Total number of demo sessions, including repeat visits. | | `Viewers` | integer | Total number of **unique** **viewers** who have visited the demo. | | `Time Spent` | minutes | Combined viewing time across all sessions. | | `Last Played` | date | The most recent date the demo was viewed. | | `Completion Rate` | percentage (%) | Percentage of screens viewed in the demo session. | | `Bounce Rate` | percentage (%) | Percentage of sessions where the viewer exited after the first screen without interacting further. | | `Guide Completion Rate` | percentage (%) | % of total **guide chapters** completed. _Note: This metric tracks chapter completion, not guide step completion. Guide step completion is available in [demo-specific insights](https://help.walnut.io/hc/en-us/articles/32107248394643#h_01K8NEK9CTY40189SH1KDAEWH4)._ | | `FAB Conversion Rate` | percentage (%) | % of sessions where a **Floating Action Button (FAB)** was clicked out of sessions where it was visible. If no FAB exists, the metric will display **“—”**. | :::note[Pro Tip] Use the Completion Rate and Bounce Rate columns together to find high-intent demos — or those that need flow or CTA improvements. ::: --- **6 - Top Viewers Ranking** The **Top** **Viewers** **Ranking** highlights your most engaged prospects, customers, or teammates — ranked by total time spent and number of sessions. It’s your shortcut to spotting who’s most interested, most active, or most ready for follow-up. **Key Metrics:** - **Viewer Email:** The individual engaging with your demos. - **Demo Visited:** the demo that was accessed by the viewer. - **Total Time Spent:** Combined viewing time across all sessions (in minutes) for a specific demo. - **Total Sessions:** How many times they’ve interacted with a specific demo. ![top viewers.png](pathname:///images/ef7fe622ba1fc80a.png) :::note[Pro Tip] Use this list to prioritize outreach — for example, filter by external viewers with high total time spent to find warm leads showing strong intent. ::: --- ## **Demo-Specific Insights** Drill deeper into engagement for a single demo with Demo-Specific Insights. This view gives you a focused lens on how one demo performs — from audience trends and screen-by-screen engagement to session-level behavior and top viewers. The Demo-Specific Insights View Includes: - **Dashboard Header (1):** Switch between demo views (Demo Insights, Screens Funnel, Guides Funnel) and refine by date, tags, or engagement type. - **Demo-Specific Insights Summary (2):** Quick, high-level metrics such as Total Sessions, Unique Viewers, and Total Time Spent — specific to this demo only. - **Dynamic Demo-Specific Summary Charts (3):** Visualize engagement trends, viewer geography, and activity by company or playlist. - Top Viewers: - **Top** **Viewers** **Ranking**: Identify your most engaged viewers or accounts ranked by total time spent. - **Insights** **AI** **Chatbot**: Ask smart questions like _“Which demo had the highest completion rate this month?”_ or _“Show me top-viewed demos by account.”_ - **Sessions of This Demo Table (4):** See every individual viewer session with metrics like duration, completion rate, and device type. - **Top Screens (5):** Identify which demo screens drive the most engagement and time spent. _![Copy of Untitled (1440 x 721 px) (1444 x 2000 px) (1).png](pathname:///images/7efefc19311cb9d0.png)_ :::note[Important Notes] - All metrics reflect the **selected time range** in the dashboard filters. - Insights include engagement data for **demos and playlists you’ve created or where you’re a collaborator**. - Admins can enable **View All Company Files** to analyze engagement across the entire workspace. ::: --- **1 - Dashboard Header ** The **Dashboard Header** lets you fine-tune what you see within a single demo’s analytics view. Switch between key tabs, adjust your filters, and quickly surface the engagement metrics that matter most. ![Screenshot 2025-10-28 at 2.28.26 PM.png](pathname:///images/5ebbeb2e3be40a76.png) **Header** **Controls:** - **Demo Insights / Screens Funnel / Guides Funnel Tabs:** Toggle between overall demo insights, screen-level analytics, and guide-level analytics. - **Time Filter:** Adjust the date range to focus on specific campaigns or activity periods. - **Hide Bounced Sessions:** Exclude sessions with no interaction to focus on meaningful engagement. - **All / Internal / External Views:** Segment traffic for internal testing vs. external viewers. - **Ask AI:** Use natural-language prompts to surface insights like “Which accounts spent the most time on this demo this week?” :::note[Pro Tip] Compare the Engagement Score with your Completion Rate and Median Time Spent to identify high-performing demos that balance structure, content quality, and sustained viewer interest. ::: --- **2 - Demo-Specific Insights Summary** Get a focused snapshot of how your demo is performing at a glance. ![demo specific insights summary.png](pathname:///images/a99d248c21b84149.png) **Key Metrics:** - **Engagement Score (1–10):** A comprehensive score that benchmarks how users interact with your demo, based on aggregated data across hundreds of companies. _It factors in:_ - - - **Content structure** (e.g., demo length and guides-to-screens ratio) - **Quality of engagement** (actual time spent vs. performance benchmarks) - **Completion metrics** (compared with top-performing demos) - **Sessions (Integer):** Total number of demo sessions within the selected range. - **Viewers (Integer):** Number of unique viewers who accessed this demo. - **Total Time Spent (Minutes):** Combined viewing time across all sessions. - **Median Time Spent (Seconds):** The midpoint value of viewing duration — a strong indicator of sustained engagement. :::note[Pro Tip] Compare the **Engagement** **Score** with your **Completion** **Rate** and **Median** **Time** **Spent** to identify high-performing demos that balance structure, content quality, and sustained viewer interest. ::: --- **3 - Dynamic Demo-Specific Summary Charts** The **Dynamic Demo-Specific Summary Charts** visualize how viewers interact with your demo over time — helping you identify when engagement peaks, where drop-offs occur, and how audience behavior evolves. These visuals make it easy to spot what’s working and where optimization can drive stronger results. **Visitors Over Time** Track demo sessions across your selected date range to understand engagement rhythm and campaign performance. Each point represents the **total number of sessions (including repeat visits), segmented by internal vs. external viewers**. ![visitors over time.png](pathname:///images/46f7e2af593612ef.png) :::note[Pro Tip] Use this chart to align demo activity with campaign launches, product updates, or outbound pushes to see how these efforts impact viewer behavior. ::: **Map (Geographic Distribution)** See where your viewers are located worldwide. Darker shades represent higher viewer counts in that region — ideal for identifying regional traction or territory-level engagement. ![Viewer location map](pathname:///images/1e1a0f31edc98a86.png) :::note[Pro Tip] Combine map insights with your CRM or integration data to match engagement patterns by region or account ownership. ::: **Viewers by Company** Visualize which companies engage most frequently with your demo. This view ranks organizations by total viewers and sessions per company, giving you a clear view of high-interest accounts. ![Screenshot 2025-10-30 at 7.24.15 AM.png](pathname:///images/0691a5ee9e987825.png) :::note[Pro Tip] Use this data to prioritize outreach or follow-up in your sales cycle — especially when multiple viewers from the same company appear. ::: **Viewers by Playlist** See how often your demo is viewed as part of a playlist versus standalone. Demos that are not associated with a playlist appear under “No Playlist.” This number represents unique viewers. ![Screenshot 2025-10-30 at 7.24.23 AM.png](pathname:///images/7b730aaeff2bde72.png) :::note[Pro Tip] If demos perform better within playlists, consider bundling them into thematic flows (e.g., “Product Overview” or “Use Case Deep Dive”) to increase completion rates. ::: --- **4 - Sessions of This Demo Table** The **Sessions of This Demo Table** breaks down every individual viewer session — giving you a detailed look at how each person engaged with your demo. Use it to analyze viewing duration, completion behavior, and session quality at the user level. _👉 Click any session to explore the viewer’s full **Session** **Journey** inside the demo._ ![Screenshot 2025-10-30 at 7.25.51 AM.png](pathname:///images/7f1f4971a876eb56.png) **Key Metrics:** | Metric | Type | Description | | --- | --- | --- | | `Visitor Email` | string | The viewer’s email address. Anonymous viewers appear as **Anonymous** if no identification method was used. | | `Date` | date | The date the session occurred. | | `Duration` | seconds | Total time spent in the demo session. | | `Screens Viewed` | percentage (%) | Percentage of total demo screens viewed by the user. The number in parentheses indicates the total number of screens. | | `Guide Steps Viewed` | percentage (%) | Percentage of total **guide** **steps** viewed by the user. The number in parentheses shows total guide steps available. | | `FAB Conversion` | boolean | Indicates whether the viewer clicked the Floating Action Button (FAB) during their session. | | `User Info` | string | Device and location details for the viewer (for example, _Desktop – United States_). | | `Session Journey` | link | Opens a visual playback of the viewer’s step-by-step path through the demo. | :::note[Pro Tip] Use this table to spot high-intent sessions — such as long duration, high completion, or FAB interaction. Combine these insights with integration data (e.g., Salesforce or HubSpot) to qualify leads or enrich account insights. ::: --- **5 - Top Screens** The **Top Screens** section shows your demo’s most frequently visited screens — helping you understand which parts of your flow attract the most attention. Each screen is ranked by total sessions and unique visitors, so you can see what consistently draws engagement. **Key Metrics:** - **Screen Name:** The title of the screen (as it appears in your demo builder). - **Sessions:** How many total sessions included this screen. This number includes repeat visits. - **Visitors:** How many **unique** **viewers** reached this screen. ![Screenshot 2025-10-30 at 7.26.47 AM.png](pathname:///images/73938451b70bd1c5.png) :::note ****🏆 Pro Tips: **** - High sessions + high visitors = strong reach and interest. - High sessions + low visitors = repeat engagement from fewer users — a sign of deep interest or internal review. ::: --- ### **Screens Funnel Tab** The **Screens Funnel Tab** in demo-specific insights shows how viewers move through your demo — screen by screen — so you can identify engagement peaks, conversion paths, and drop-off points. It’s one of the most powerful tools in Walnut Insights for understanding how people actually experience your demo flow. ![unnamed.png](pathname:///images/00f49c67dbc8ea6c.png) :::note[Important Notes] - All metrics reflect the selected time range and filters in the dashboard header. - Data reflects only the **most recent version of your demo** — i.e., the last time the demo was updated from its template. ::: **How to Use the Screens Funnel:** 1. **Open the Screens Funnel:** Go to Insights → [Demo-Specific Insights](https://help.walnut.io/hc/en-us/articles/32107248394643#h_01K8RH3PPHG61N36WG8EA47CT2) → Screens Funnel. 2. **Select the Time Period (1):** Use the All Data filter at the top of the screen to choose your time range—options include 7 days, 30 days, or a custom date range. 3. **Hide or Show Bounced Sessions:** Toggle Hide Bounced Sessions ON to exclude viewers who exited after the first screen, or OFF to include all sessions. 4. **Filter by Viewer Type:** Switch between All, Internal, or External views using the top-right filter buttons. 5. **Select Your Start Screen (3):** In the Selected Screen dropdown, pick the screen you want to start analyzing. 6. **Set the Number of Steps:** Choose how many steps before and steps after the selected screen you’d like to visualize. 7. **Review the Funnel:** Walnut compiles the results automatically — displaying each screen as a node in the flow, connected by ribbons that represent viewer movement and conversion. **Understanding the Data:** The Screens Funnel visualizes how viewers move through your demo — screen by screen — so you can pinpoint what’s working and where drop-off occurs. - **Screen Sequence:** Shows the exact order of screens as viewers experienced them. - **Conversion Path:** The connecting ribbons (4) display how many viewers continued from one screen to the next. - **Conversion Rate (%):** Hover over any ribbon to view the percentage and session count for that transition. :::note[Pro Tip] The **Screens** **Funnel** is optimized for non-guided or hybrid demos where viewers can jump between paths. Start by **anchoring a key conversion or value screen (Step 5)**, then work backward to see which **paths** **and** **entry** **points** most often lead there. Drop-offs before critical screens typically indicate friction — trim redundant branches, shorten early flows, or reduce excess navigation links to keep the flow focused and intuitive. For hybrid flows, maintain a concise main narrative supported by optional side paths that encourage exploration without losing focus. ::: --- ### **Guides Funnel Tab** The **Guides Funnel Tab** in demo-specific insights helps you analyze how viewers progress through guided demos — step by step, annotation by annotation. Use it to measure completion rates, identify drop-off points, and compare the performance of different guides in your demo. ![Screenshot 2025-10-30 at 11.13.54 AM.png](pathname:///images/5256a9824f4274b0.png) :::note[Important Notes] - All metrics reflect the selected time range and filters in the dashboard header. - Data reflects only the **most recent version of your demo** — i.e., the last time the demo was updated from its template. ::: **How to Use the Guides Funnel:** 1. **Open the Funnel:** Go to Insights → Demo-Specific Insights → Guide Funnel. 2. **Select the Time Period:** Use the time filter at the top to choose your date range — 7 days, 30 days, or a custom range. 3. **Hide or Show Bounced Sessions:** Toggle Hide Bounced Sessions ON to remove sessions with no interaction,or OFF to include all sessions. 4. **Filter by Viewer Type:** Switch between All, Internal, and External views to segment audience behavior. 5. **Select a Guide:** Expand a specific Guide to explore how viewers moved through its annotations and modals. Each guide shows Sessions (number of sessions that started the first annotation) and Completion (percentage of sessions that reached the last annotation). **Understanding the Data:** Each guide is broken down into its individual guide steps, showing how many viewers completed or dropped off after each annotation. - **Sessions:** Number of sessions that started with the first annotation in the guide. - **Completion:** Percentage of sessions that reached the final annotation. - **Clicked Next:** Number (and percentage) of viewers who advanced to the next annotation. - **Dropped:** Number (and percentage) of viewers who exited before completing that step. :::note[Pro Tip] Think of the **Guides Funnel** as your _narrative health check for **guided** **demos**_— it reveals how effectively your guided demos lead viewers through a story. Start by identifying where viewers drop off; long annotations, slow modals, or unclear CTAs often cause friction. Compare completion trends across guides to pinpoint which tone, pacing, and structure hold attention best. If you see high drop-off at later steps, it usually means the flow is too long or complex — simplify, condense, or reposition your **lead form** to improve completion. For hybrid demos, balance **freedom and structure**: keep your core guide concise while letting optional deep-dive annotations branch out naturally. This keeps your **main storyline sharp**, while still encouraging exploration and sustained engagement. ::: --- ## **Main Playlist Insights Dashboard** The Main Playlist Insights Dashboard provides a complete view of how your playlists perform — showing which collections drive engagement, which assets are most viewed, and how your audience interacts over time. ![main playlists.png](pathname:///images/b96deeebaeb84f8f.png) :::note[Important Notes] - All data and metrics displayed in **Walnut** **Insights** reflect the **time period selected in the time filter**. Adjusting the filter updates every summary, chart, and metric accordingly. - Insights data represents engagement data for **demos and playlists you created or where you are added as a collaborator**. - Admins can also use the **View All Company Files** toggle to expand Insights visibility to **all demos and playlists across the workspace**, not just their own. ::: **What You’ll See:** - **Dashboard Header:** Toggle between Demos and Playlists, set your time range, filter by internal/external views, and toggle Hide Bounced Sessions.Admins can also enable “View all company files” to see analytics for every playlist in the workspace. - **Playlist Insights Summary:** Displays quick, at-a-glance metrics like total Sessions, Viewers, and Average Time Spent. - **Playlist Activity Chart:** Shows Sessions and Viewers over time — helping you identify spikes, dips, and seasonal trends. - **All Playlists Table:** Gives detailed analytics for each playlist — with metrics like time spent, completion, and bounce rates. - **Top Viewed Items Panel:** Lists the demos, videos, or PDFs most frequently viewed within your playlists, ranked by total Sessions. --- **1 - Dashboard Header** Use the **Dashboard Header** to switch between _Demos_ and _Playlists_, set the time range, hide bounced sessions, and separate _All / Internal / External_ views. ![Screenshot 2025-10-29 at 9.53.06 AM.png](pathname:///images/34f34ca14285a55e.png) **Header Controls:** - **Demos / Playlists Tabs:** Instantly toggle between demo and playlist analytics. - **Time Filter:** Adjust the time range to focus on specific campaigns, quarters, or launch periods. - **Tags Filter:** Narrow your view by tagged assets — perfect for tracking product lines or demo types. - **Favorites & Bounced Sessions:** Show only favorites or hide bounced sessions for cleaner trend lines. - **View All Company Files (Admin only):** Expand visibility to include all demos and playlists in your workspace. - **All / Internal / External Views:** Separate internal activity from external engagement. - **Ask AI:** Use natural-language prompts to uncover insights fast (e.g. “Top 5 demos by time spent last month."). --- **2 - Playlist Insights Summary** The **Playlist** **Insights** **Summary** gives you an instant pulse check on your playlist performance — no digging required. Use it to quickly gauge overall engagement and spot momentum trends across your workspace. ![playlist summary insights.png](pathname:///images/cba649441c70cdda.png) **Key Metrics:** - **Sessions** — The total number of times your playlists were opened during the selected time range. _Includes repeat visits from the same viewer._ - **Viewers** — The total number of **unique** **viewers** who engaged with your playlists. _Each viewer is counted once, even if they revisit multiple times._ - **Total** **Time** **Spent** — The combined viewing time across all sessions during the selected period. _Ideal for measuring audience interest and content stickiness._ --- **3 - Playlist Activity (Dynamic Summary Chart)** Visualizes **Sessions** vs. **Viewers** over time for all playlists within the selected date range. Use this chart to spot spikes, dips, and seasonality. - **Sessions over time:** Number of playlist sessions per day (includes repeat visits). - **Viewers over time:** Number of unique playlist viewers per day. :::note[Pro Tip] Compare traffic spikes to your campaign calendar — product launches, newsletters, or social pushes often correlate directly with engagement peaks. ::: --- **4 - Top Viewed Items** Discover the stars of your playlists — the demos, PDFs, or videos that consistently pull viewers back in. Filter by **Sessions**, **Visitors**, or **Time** **Spent** to see which assets drive the most engagement across your workspace. ![top viewed items.png](pathname:///images/bc57843a0b4c74bc.png) :::note[Pro Tip] If an item consistently ranks high across multiple playlists, it’s a proven performer—repurpose it across multiple playlists or embed it in standalone campaigns — it’s clearly resonating. ::: --- **5 - All Playlists Table** Get a granular look at every playlist’s performance — from engagement depth to recency. Click any playlist name to drill into detailed analytics. ![all playlists table.png](pathname:///images/f068494e6a47ed3a.png) **Key Metrics:** | Metric | Type | Description | | --- | --- | --- | | `Name` | string | Playlist name. | | `Creator` | string | Creator or owner of the playlist. | | `Sessions` | integer | Total number of playlist sessions in the selected range. _Includes repeat visits._ | | `Visitors` | integer | Total number of unique viewers for the playlist. | | `Time spent` | hh:mm | Total viewing time across all sessions for the playlist. | | `Last played` | date | Most recent date the playlist was viewed. | | `Bounce rate (%)` | percentage | Share of sessions that ended after the first view without interaction. | :::note[Pro Tip] Sort by **Last Played** to spot dormant playlists that might need updating or promotion — it’s an easy win for engagement refreshes. ::: --- ### **Playlist-Specific Insights** Drill down from the dashboard into an individual playlist to analyze how each piece of content performs inside it. The Playlist-Specific Insights view shows detailed engagement, completion, and viewer behavior metrics — perfect for optimizing flow and storytelling. ![playlist-specific.png](pathname:///images/0f8fae4fcf5c79ca.png) **What You'll See:** - **Header Controls:** Adjust your time range, toggle Hide Bounced Sessions, switch between All / Internal / External views, or ask Insights AI questions like:“Which item in this playlist had the most sessions last month?” - **Playlist Summary:** Displays total Sessions, unique Viewers, Average Time Spent, and overall Completion Rate for this specific playlist. (All metrics respect the current time filter.) - **Viewer Location Map:** Visual heatmap of where your viewers are based — great for identifying regional engagement trends. - **Playlist Items Table:** Breaks down each asset in the playlist (demos, PDFs, videos) with performance metrics like views, time spent, and completion.Click any item to explore its individual insights. - **Playlist Activity Chart:** Shows sessions and viewers over time for this playlist, helping you visualize audience trends. - **Playlist Sessions Table:** Lists individual sessions for granular insight — useful for spotting high-intent viewers or repeat visits. Click any session to open a detailed view of the session and the time spent on each asset. --- **1 - Playlist-Specific Header Controls** The **Header** **Controls** help you customize the data you see in the Playlist Insights view. They’re located at the top of the screen and allow you to refine what’s displayed in your analytics tables and charts. **Header Controls:** - **Time Range Filter:** Adjust the time period shown in all playlist metrics — choose from predefined options (7 days, 30 days, 90 days) or set a custom date range. - **Hide Bounced Sessions:** Toggle ON to exclude sessions that ended after the first view (low intent). Toggle OFF to see all sessions, including early exits. - **All / Internal / External Views:** Segment data to focus on internal workspace activity or external viewer engagement. - **Ask Insights AI:** Use Insights AI to ask natural-language questions like: “Which asset in this playlist had the most sessions last month?” or “Which playlist items had above-average completion this quarter?” :::note[Pro Tip] Use Ask AI with time-bound queries (e.g., “Top items this month”) to uncover short-term trends that might be hidden in aggregate data. ::: --- **2 - Playlist-Specific Insights Summary** The **Playlist-Specific Insights Summary** gives you a quick, high-level snapshot of overall playlist performance — perfect for gauging engagement at a glance. ![Screenshot 2025-10-30 at 9.12.49 AM.png](pathname:///images/575b2764bfdb318e.png) **Key Metrics:** - **Sessions (Integer):** The total number of playlist sessions within the selected date range (includes repeat visits). - **Viewers (Integer):** The total number of unique viewers who accessed this playlist. - **Average Time Spent (Minutes):** Average viewing duration per playlist session. Longer averages suggest higher engagement depth. - **Completion Rate (%):** The percentage of sessions where viewers reached the final item in the playlist. :::note[Pro Tip] If Average Time Spent is high but Completion Rate is low, review early playlist items — they may be engaging but too long, causing viewers to exit before finishing. ::: --- **3 - Viewer Location Map** The **Viewer Location Map** visually plots where your playlist viewers are located, helping you understand regional reach and engagement patterns. ![Viewer location map](pathname:///images/1e1a0f31edc98a86.png) :::note[Pro Tip] Use location data to align campaigns with audience geography — for example, highlight playlists in local languages or tailor follow-up messaging to high-engagement regions. ::: --- **4 - Playlist Items Table** The **Playlist Items Table** breaks down every asset inside your playlist — including demos, PDFs, and videos — with performance metrics for each one. It’s ideal for pinpointing which items keep viewers interested and which might need optimization. ![Screenshot 2025-10-30 at 9.13.12 AM.png](pathname:///images/31a0994154bcb7bc.png) **Key Metrics:** | Metric | Type | Description | | --- | --- | --- | | `Item #` | integer | Order of the item in the playlist. | | `Item name` | string | The title of the asset (e.g., demo name, video title, or PDF filename). | | `Played` | percentage | Percentage of sessions in which this item was viewed. | | `Sessions` | integer | Number of sessions that included this item. | | `Viewers` | integer | Unique viewers who viewed this item. | | `Time spent` | mm:ss | Average time viewers spent engaging with this item. | | `Last played` | date | Most recent date the item was viewed. | | `Comp. rate` | percentage | For demos, the % of screens viewed; for other media, a proxy completion value. | | `Bounce rate` | percentage | Sessions that exited immediately after the first screen. | :::note[Pro Tip] High **Played %** but low **Completion %** indicates curiosity without follow-through — consider shortening that asset or repositioning it earlier in the playlist. ::: --- **5 - Playlist Activity Chart** The **Playlist Activity Chart** visualizes engagement over time for the selected playlist — showing how sessions and unique viewers fluctuate within your chosen time frame. ![playlist activity.png](pathname:///images/96a66fea26a33f8e.png) **Chart Layers:** - **Sessions (Line 1):** Total playlist sessions per day or week (includes repeat views). - **Viewers (Line 2):** Unique viewers over the same period. :::note[Pro Tip] Compare spikes in the Playlist Activity Chart to your campaign calendar. Engagement peaks often align with outbound pushes, event launches, or sales enablement activities — a great way to quantify campaign impact. ::: --- **6 - Playlist Sessions Table** The **Playlist Sessions Table** lists every individual viewing session associated with your playlist. It’s the most granular view available — helping you analyze behavior session by session and uncover how each viewer interacted with your content. **👉 You can click into any session to see a detailed breakdown** of how much time the viewer spent on each asset in the playlist — perfect for identifying which demos, PDFs, or videos captured the most attention. ![Screenshot 2025-10-30 at 9.14.30 AM.png](pathname:///images/08674b082885df4f.png) :::note[Pro Tip] Look for repeat sessions or long durations — these often indicate high-intent accounts worth prioritizing in your CRM follow-up. ::: --- ## **Export Insights Data** The **Export** **Insights** **Data** feature lets you download your engagement datasets as a .CSV file — perfect for creating reports, dashboards, or custom analysis in Excel or Google Sheets. CSV export is available in both the Demo and Playlist Dashboards and is indicated by a grey download icon (📤) in the upper-right corner of insights dashboard sections. **How to Export Insights Data:** 1. Navigate to either Demo Insights or Playlist Insights. 2. Apply any desired filters (e.g., time range, teammates, tags, or internal/external views). 3. Click the grey download icon in the upper right corner of the desired section. 4. Select the CSV option in the drop-down menu. 5. A .CSV file will automatically download, containing all visible data and metrics. **![Screenshot 2025-10-29 at 2.45.10 PM.png](pathname:///images/92934406ab5b60b5.png)** **⬇️ Data Export Notes:** - Exported data reflects your active filters, including time range, teammate filters, and view types. - Exports include all key engagement metrics such as Sessions, Viewers, Completion Rates, FAB Conversions, and Total Time Spent. - The export mirrors exactly what’s displayed in your dashboard tables — ensuring consistency between your Walnut Insights and external reporting tools.Need to take your analytics offline or share them with your team? :::note[Pro Tip] Before exporting, double-check your time filter. Narrowing your range helps isolate campaign-specific data, while exporting “All Time” gives you a full performance snapshot for trend analysis. ::: --- ## **Pro Tips & Best Practices Summary 🏆** Wrap up your learnings with a quick-hit summary of the most valuable **Walnut Insights** tips. Use these _Power Plays_ and _Best Practices_ to fine-tune engagement tracking, boost data quality, and turn every metric into action. **General Insights Tips** - **Filter First:** Always apply date, teammate, or tag filters before exporting — it keeps reports clean and context-specific. - **Ask AI Early:** Use _Insights AI_ to get fast answers like “Top demos this week” or “Which teammate drives the most views?” - **Completion vs. Bounce:** High completion means your story lands. High bounce? That’s your cue that the form or gate might appear too soon, or that your opener needs a stronger “why keep watching” moment. - **Refresh Cadence:** Insights update hourly; integrations (Salesforce, HubSpot, Marketo) may take up to 3 hours to reflect. - **Compare Over Time:** Track trends in the _Visitors Over Time_ chart to identify high-engagement cycles. - **Segment Smarter:** Use tags for campaign, product line, or region — this makes cross-demo reporting 10× easier. - **Focus on Median, Not Mean:** Median time spent eliminates outlier bias from extremely short or long sessions. - **Integrate with Intent:** When syncing with Salesforce or HubSpot, map _Demo Name_ and _Viewer Email_ to keep lead attribution airtight. **Demo Insights Tips** - **Engagement Score = Demo Health:** Compare your demo’s score against global benchmarks to gauge relative performance. - **Funnel Focus:** Review _Screens Funnel_ and _Guides Funnel_ side by side — large screen drop-offs usually reveal UX issues, while guide drop-offs reveal unclear messaging. - **Identify Power Sections:** Use _Last Screen Viewed_ and _Last Guide Shown_ to see where users stop — those moments define attention thresholds. - **Top Viewers = Warm Leads:** Track recurring viewers with long average durations — they’re high-intent buyers or internal champions. - **FAB Clicks = Curiosity Metric:** A high FAB click-through rate means your viewers want to explore further — capitalize by adding CTA guides or follow-up links. - **Sessions Drill-Down:** Filter for sessions over the median duration to isolate high-quality engagement patterns. - **Export with Context:** Combine session data with viewer info before sharing to help Sales focus outreach. **Best Practices:** - Keep demos under 3–4 minutes for optimal completion. - Front-load your value prop in the first 30 seconds to reduce bounce. - Refresh visuals or annotations quarterly to align with product updates. - Use the _Demo Sessions Table_ to personalize Sales follow-ups based on behavior. - Pinpoint the “conversion screens” that appear in most high-completion sessions — reuse them across templates. **Playlist Insights Tips** - **Completion + Duration Tell the Story:** If average duration is long but completion is low, trim intros or reorder content to start with your strongest demo. - **Spot the Stars:** Reuse _Top Viewed Items_ across playlists — they consistently capture attention. - **Viewer Location Map:** Leverage geographic data to align campaigns or webinar timing with regions showing high engagement. - **Repeat Viewers:** Track re-engagement in the _Playlist Sessions Table_ to identify advocates or upsell candidates. - **Time-to-Completion:** Use average playlist duration to assess pacing — aim for **5–7 minutes total** for optimal viewer retention. - **Cross-Demo Lift:** Compare playlist completion vs. standalone demo completion — it highlights which assets benefit most from contextual grouping. - **Tag by Theme:** Group playlists by persona or product to surface pattern insights in _Visitors Over Time_. **Best Practices:** - Limit playlists to 3–5 demos for better flow and retention. - Place the most visual or interactive demo first to hook viewers. - Reorder under-performing items to later slots or replace them entirely. - Use playlist data to brief Sales or CS teams before renewal calls. - Review performance monthly and archive inactive playlists to maintain clean analytics. ---