Portfolio Overview is the first tab in the Analytics page of the Reseller Adopt UI. It provides an overview of applications and how they’re being used. Use this tab to see how much time visitors are spending in each application and to understand how their usage is changing over time.
There are four filters at the top of the page. These filters change what data you see in the visualization below it. The first three filters, on the left side, are also global filters, which means that they change the data you see across the Adopt UI.
The first dropdown menu allows you to segment the data. You can use existing segments or create a custom segment, such as a segment for certain functions or departments in your organization.
The second dropdown menu allows you to specify a date range. "Last X days" means "Last X complete days," which doesn't include today, since today is only a partial day.
The third dropdown menu allows you to select one or more applications. Each application is represented by its own column in the visualization, unless you use Pivot Data to present the data by one of your custom metadata fields. For more information, see View by in this article.
Select the checkboxes next to the applications you want to include. You can search for applications using the search box at the top of the dropdown menu. Selected applications appear at the top of the dropdown list to make them easy to find and deselect as needed.
Note: If you only see 1 application, but there should be more, the Reseller Partner must provision the additional application(s) for each Customer via their Pendo Engage Subscription.
The dropdown menu in the far right allows you to view all your data (View by Total) within the specified segment, data range, and applications, or to further filter it by custom metadata fields that you've added to Reseller Adopt, such as language or email.
Pivot Data, to the left of the View by ... dropdown, changes what the bars on the X-axis represent, from applications broken up by the values of your custom metadata filter, to the values of your custom metadata filter broken up by application.
For example, if you select View by Role as your custom metadata filter and then select Pivot Data, the bars on the X-axis would represent each of the collected roles.
The visualization below the filters is a bar chart. By default, the chart shows you how much time visitors are spending in your selected applications.
Note: The bar chart is only limited to 20 values.
By default, the applications that you select in the filters are graphed on the X-axis as the independent variables. You can change the independent variables graphed on the X-axis to your custom metadata field by selecting Pivot Data. For more information, see View by ... in this article.
Hover over one of the individual bars to view specific data on each one in the visualization.
The dependent variable is graphed on the Y-axis. Use the dropdown menu in the top-left of the visualization to choose between:
- Average Daily Time on Application (minutes), which refers to the total minutes across all visitors divided by the total number of visitors.
- Time Spent on App (minutes), which refers to the total minutes across all visitors.
- Visitors, which refers to the total number of visitors.
Use the dropdown menu in the top-right of the visualization to sort the X-axis in one of the following ways:
- Alphabetical A → Z
- Alphabetical Z → A
- Most → Least Active
- Least → Most Active
Most and least active are determined by average time spent on an application, with those spending more time considered more active.
When the visualization shows multiple applications along the X-axis, you can select the bars for an application to either:
- Drill Down into the average amount of time (in minutes) that visitors are spending in the application.
- View Application Usage, which takes you to the Application Usage tab with the application selected so that you can further inspect visitor activity in that app. For more information about this tab, see the Application Usage tab in Analytics article.
The Usage by App Table
The table below the visualization provides more information about how specific groups are using your applications on a per week or per day basis. You can download the data in this table using the Download CSV icon in the top-right of the table.
The first column in the table, Application, displays each application that you selected in the filters at the top of the page.
The second column, Group, displays all data included in the visualization. If you're using a custom metadata filter, you can see the breakdown of groups associated with this filter. Select the plus icon (+) to the left of the application in the table for a more granular view.
Use the dropdown menus at the top of the table to choose between:
- Weekly or Daily usage. This changes the date range columns in the table.
- Time Spent on Application or Visitors. This changes what the numbers represent.