Once you've directed ideas, requests, and feedback into your insights boards from various sources, you have a single, centralized, searchable repository. Use the Analytics page to review trends and get a visual overview of the most important customer issues.
Trends help you prepare for strategic planning or respond quickly when needs shift — such as during market changes, in volatile industries, or after a campaign.
In this article:
Accessing analytics
You can access analytics in two ways:
- From the Main menu > Insights > Analytics.
- From any insights board, click Board controls in the top right corner and switch the layout to Analytics.
The Analytics layout has two main parts:
- At the top, a graphical representation of your chosen data. Adjust filters here, including a date filter that applies to all data on the page.
- Below that, a table of entities. Toggle the checkbox beside an entity to add or remove it from the chart above. The second column shows a configurable metric; the third column always shows the trend over time (subject to active date filters). Click an entity to open its sidebar, or use the search bar at the top of the list to find specific entities.
Configuration
To change the board's configuration, click Board controls in the top right corner.
Within Board controls, you can adjust the following:
- Layout: Switch to the classic Notes layout if you want to review notes individually or perform bulk actions.
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Visualization: Change the chart type. Trend is a line graph; Rank is a bar chart.
- Grouping: Change the entity type listed at the bottom of the page. Choose from Themes, Topics, Segments, Tags, and Features. Available options depend on your plan.
- Metric: Change the metric used to measure the selected entity type. Choose from Note count, Opportunity value (a Salesforce-integration-specific field), Company count, or any custom company number field (which can be configured manually or imported from Salesforce).
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Filters: Add or edit filters from here instead of the top of the chart — they're the same filters.
Best practices
Here are some ways to get the most out of analytics.
Find trends that are most relevant for you
Whether you're a head of product for a large company or a product manager responsible for a slice of your portfolio, different note subsets will be more or less relevant to you. Use note filters, insights boards, and the search bar to focus on the feedback that matters.
This lets you zoom into trends for a specific timeframe, product area, strategically important segment, or source. When you find a useful board configuration, save it so you can return later.
Map unprocessed feedback
Analytics can help you shorten the time it takes to identify opportunities, even when you have a large backlog of unprocessed notes. Use the standard search to check hypotheses about a specific subject across all your collected feedback — without reading every note individually.
Example: Imagine leadership is considering a new addition to the product offering. The product team hasn't focused on collecting feedback for this specific offering, but you remember reading something similar in your notes.
To validate your assumption, search for specific keywords and see whether existing trends emerge. For a potential mobile app addition, search for keywords like mobile, iOS, Android, app, and so on.
Receive notifications for weekly insights updates
Productboard sends you a personalized insights digest each week with updates on features you own, so you can stay focused on what matters.
The weekly email digest includes:
- Total number of insights linked to your features in the last completed week.
- A review of the top features you own and their new insight totals.
- Total unprocessed notes assigned to you at the end of the last completed week.
Click any area in the email to go directly to your workspace and dig deeper into the trends.
Customers with AI add-ons can also see statistics for auto-linked insights. More details here.
Disabling the weekly email digest
To disable the weekly email digest:
- From the top of the Main menu, click Workspace menu > My Account.
- Under Notification settings, toggle off Insights digest.
FAQ
Trends show the percentage change from one timeframe to another: (𝑉2−𝑉1)/|𝑉1|×100.
For example, if you had 43 notes created in July and 25 in August, the trend shows -42%.
If there are no notes in the previous timeframe, or if Any time is selected in the date filter, you'll see the label .