Analyze Customer Information Using Trend Charts

Customer information trend is vital to figure out the customer behavior over time.
Trend charts will help you understand the customer behavior over time, and to report on your customer key information.

This article will describe how to read the trend chart in the account profile and analyze customer information accordingly.

Trend charts can be found in these sections: key metrics widget, information tab, usage tab,  and users tab.

Trend Chart capabilities:

• The basic data point in the chart is the daily sum of the selected value. You can select various aggregation periods using the left drop-down.
  
  
  Selecting an aggregation period determines the chart start and end dates and the period aggregation (day, week, month, quarter).
  
  
  
  Important note, only Enterprise plan customers can view 1-year trends which include "Last 52 weeks","Last 12 months","Last 4 quarters".
  
  
  
  
• You can select aggregation functions using the right drop-down (the default aggregation function is average).
  Since the basic data point in the chart is a daily sum, when selecting an aggregation function, you decide how to aggregate the data to weekly, monthly and quarterly information. 
  
  
  
  Use median aggregation function to analyze the middle value for each period, and eliminate outer /extreme values
  
  
  Use maximum aggregation function to analyze the best days trend, for example, view best days in each month trend
  
  
  Please note, since the basic data point in the chart is the daily sum of the selected value, you cannot select a different aggregation function once "Last 90 days" period is selected.
  
  
• You can download the trend chart data to a CSV aggregated by the selected aggregation period and function. 
• The selected aggregation period and function are persistent per user per trend chart. The next time you will enter the same trend chart in account profile, the previous aggregation period and function will be selected.
  
  Note, Totango saves this configuration as part of the user session. This configuration will not be saved when logging into Totango from a different browser, computer, or using virtual computers/desktops 
  
  
• The trend chart behaves differently for these unique metrics:
  
  
  • Active users - this metric counts the number of unique users in a certain period. Since it is not an aggregative metric, the number of unique active users at the end of the period is selected instead of any aggregation. In addition, the aggregation function options are disabled.  
    
    For example, if you select "Last 24 weeks" in the aggregation period drop-down, the number of unique active users in the last 7 days will be presented in the chart.
    
    
    
  • Engagement Score metric is based on unique active users, therefore is not an aggregative metric. It will be presented as engagement score at the end of the period.
  • License Utilization metric is based on unique active users, therefore is not an aggregative metric. It will be presented as the license utilization at the end of the period.

For more information, reach out to your CSM