Modyo Docs

# Modyo Insights

Modyo Insights is the platform's business intelligence center, where all data generated by different Modyo modules converges and is analyzed, allowing you to gain comprehensive insights and make strategic decisions based on consolidated information.

# What is Modyo Insights?

Modyo Insights centralizes and processes information from Modyo modules and presents it in five fixed dashboards. Each one gathers the counters, charts, and filters of one module:

  • Apps: traffic and navigation of your web applications
  • Customers: user activity, campaigns, and forms of a realm
  • Digital Factory: team activity on content, widgets, and pages
  • Payments: orders, payment methods, and income of a realm
  • Origination: origination submissions, conversion funnel, and abandonment

Each dashboard is an independent screen, with its own filters and its own period. Insights does not correlate data across modules, does not generate downloadable reports, and does not allow you to create or customize dashboards. In addition, each member sees only the dashboards their role allows.

# Data Sources

Modyo Insights collects and processes information from multiple sources within the platform:

# From channels

  • Site traffic and visits
  • Widget and page interactions
  • Navigation performance
  • Usage patterns by device

# From content

  • Publications and updates
  • Content performance
  • Team editorial activity
  • Asset and resource usage

# From customers

  • User registrations and activity
  • Segmentation and behavior
  • Form conversions
  • Campaign engagement

# From payments

  • Transactions and orders
  • Payment methods used
  • Purchase trends
  • Processing statuses

# From origination

  • Completed onboarding flows
  • Conversion rates by stage
  • Average completion time
  • Form abandonment
  • Processed documents and verifications

# Visualization Types

Modyo Insights offers different data presentation formats depending on the type of information:

  • Key Performance Indicators (KPIs): Main metrics and counters showing current status in summary form
  • Time-series charts: Line and bar visualizations to analyze trends and evolution over time
  • Lists: Name and value panels, such as Recent Campaigns and Recent Forms in the Customers dashboard. They are not tables: they show up to five rows and cannot be sorted or filtered
  • Heat maps: Visual representation of activity patterns, such as Activity by User in the Digital Factory dashboard
  • Pie and funnel charts: Visualizations of proportion over the total, such as Engagement in the Customers dashboard or the Conversion Funnel in the Origination dashboard

# Analysis Capabilities

Data can be analyzed and segmented using:

  • Time filters: The date range selector, shared by the five dashboards
  • Contextual segmentation: The filters specific to each dashboard, such as site, space, realm, segment, origination, order state, or payment method
  • Comparisons: The variation percentage of each counter against the previous period
  • Link to detail: In the Recent Campaigns and Recent Forms panels of the Customers dashboard, each row links to that campaign's record or to that form's responses

# Date Range and Period Comparison

The five dashboards share the same date range selector in the filter bar, with a closed set of options:

  • Last 7 days
  • Last 30 days
  • Month to date: from the first day of the current month until today
  • Last 3 months
  • Last 6 months
  • Last 12 months
  • Custom Range: you choose the start and end dates, and confirm with Select

When you open a dashboard, the preselected range is Last 7 days in Apps and Last 3 months in Customers, Digital Factory, Payments, and Origination.

Counters that show a percentage and an arrow compare the selected range against a period of the same length immediately before it. If you choose Last 30 days, the comparison is against the 30 days prior to that stretch.

Tip

When the previous period recorded no data, the counter is shown without a percentage or arrow, because there is no baseline on which to calculate the variation.

# Access and Permissions

Access to Insights is granted in roles with the Organization scope, within the Insights permission group. The grouped permission Admin Insights enables the whole module and gathers five permissions that you can also grant separately:

  • View Apps Dashboards
  • View Customers Dashboards
  • View Digital Factory Dashboards
  • View Payments Dashboards
  • View Originations Dashboards

The behavior you will observe is the following:

  1. The Insights icon in the side menu appears only if the member has at least one of the five permissions. If they have none, the module is not shown.
  2. When entering from the icon, the member lands on the first dashboard they are allowed to see, in the order Apps, Customers, Digital factory, Payments, Originations.
  3. Each dashboard requires its own permission, so a member can see some and not others.

The Default user and Default admin default roles already include Admin Insights. In contrast, roles with the Channels, Content, or Customers scope do not grant access to Insights: a member who only has site, space, or realm roles does not see the module.

To enable only some dashboards, create a custom role with the Organization scope and check only the permissions you need.

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