---
schema_version: "1"
id: e60d8da17c734b8fd49f1a69402d90b2d0a2672cc32cee0b8c5fdc973ab93c29
title: Analytics for In-App Guidance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/customhelp_lex_prompt_monitor.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_prompt_monitor.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 74465dcba0b3b72e3e2cc3ff218d16ea23eeee25a955e4a0393b01801bac516c
description: Track views and completion data for prompts and walkthroughs so you can iterate and improve upon your onboarding and discovery strategy. Some quick analytics are available on the In-App Guidance page in Setup, or you can create a custom report type for more in-depth analysis. Some prebuilt, customizable reports and dashboards are available to download from AppExchange.
products:
  - Sales
  - Sales Enablement
release: "264"
---
# Analytics for In-App Guidance

Track views and completion data for prompts and walkthroughs so you can iterate and improve upon your onboarding and discovery strategy. Some quick analytics are available on the In-App Guidance page in Setup, or you can create a custom report type for more in-depth analysis. Some prebuilt, customizable reports and dashboards are available to download from AppExchange.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with a limited number of active walkthroughs in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Enablement, which is available in <strong>Developer</strong> Edition with a limited number of add-ons and with Sales, Service, or Salesforce Platform in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong> and <strong>Einstein 1 Sales Edition</strong>Editions for an additional cost</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">In-app guidance in Experience Cloud sites with Partner Enablement requires an Enablement add-on license and <a href="https://help.salesforce.com/s/articleView?id=slack.prm_support_license_template.htm&amp;language=en_US" target="_blank">supported PRM add-on license</a>.</td></tr></tbody></table>

## Metrics on the In-App Guidance Page in Setup

The In-App Guidance page in Setup shows these metrics for active prompts and walkthroughs.

 
| Column | What It Shows |
| --- | --- |
| Views | The number of unique users who saw the prompt or walkthrough. This number doesn’t include video views. |
| Completes | The percentage of users who clicked the Action button in a prompt, click the action link in a walkthrough, or clicked **Finish** on the last step of a walkthrough. |

To reset the metric values to zero, select **Reset Metrics** from the prompt’s or walkthrough’s actions dropdown. Consider resetting metrics when you make significant changes to an active prompt or walkthrough where the end date hasn’t passed. In this case, users see the prompt or walkthrough again after you reset its metrics.

## Custom Report Type

To analyze in-app guidance usage in more detail, set up a custom report type that uses the Prompt Action object. Add these fields as columns in the report.

- Last Display Date
- Last Result
- Name
- Times Action Taken
- Times Dismissed
- Times Displayed
- User: Full Name

If you’re reviewing walkthrough data, consider adding these fields.

- Step Count
- Step Number

To create a progress percentage formula field, you can use the Step Number divided by the Step Count.

## AppExchange Packages with Reports and Dashboards

To get started with analyzing in-app guidance progress, install free packages with prebuilt, customizable reports and dashboards from AppExchange.

 
| Package For | URL |
| --- | --- |
| Prompts | [In-App Guidance Dashboard: Prompt Engagement](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000G13VjUAJ) |
| Walkthroughs | [In-App Guidance Dashboard: Walkthrough Engagement](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000G13VoUAJ) |

#### See Also

- [Resolve Errors and Warnings in In-App Guidance](https://help.salesforce.com/s/articleView?id=sales.customhelp_lex_iag_errors.htm&release=264.0.0&type=5 "Errors or warnings can sometimes appear when you’re creating or editing in-app guidance. For example, errors and warnings occur when a page doesn’t support a prompt, a page with a prompt is deleted, or a field-level error occurs. The In-App Guidance page in Setup tracks errors and warnings for each prompt or walkthrough that you created.")
- [Create a Custom Report Type](https://help.salesforce.com/s/articleView?id=xcloud.reports_defining_report_types.htm&language=en_US)
- [Design the Field Layout for Reports Created from Your Custom Report Type](https://help.salesforce.com/s/articleView?id=xcloud.reports_report_type_layouts.htm&language=en_US)
- [Build a Formula Field](https://help.salesforce.com/s/articleView?id=platform.customize_formulas.htm&language=en_US)
- [_Salesforce Developers_: PromptAction](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_promptaction.htm)
- [_Salesforce Developers_: PromptVersion](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_promptaction.htm)