Now that you've directed ideas, requests, and pieces of feedback into your Insights board from various sources, you have a single, centralized, searchable repository. Well done!
To reap the fruits of your hard work, you can review Insights trends to get a comprehensive and visual overview of the most important customers' issues.
Trends is a summary layer that sits on top of the Insights board to visualize how your feedback changes over time. Insights Trends can help you prepare for strategic planning or in situations where needs change quickly, i.e., during a pandemic, in volatile industries, or after you run a campaign.
This article covers:
- Accessing Insights Trends
- Identifying trending feedback
- Finding trends that are most relevant for you
- Mapping unprocessed feedback with Insights trends
Accessing Insights Trends
As a maker or contributor, you can switch between viewing your notes or your Trends on the Insights board, allowing you to dive into the details or zoom out.
You can apply notes filters to the entire Insights board so that you can refer to all the individual Notes a Trend consists of or check out the summary Trend for a specific subset of notes.
To access Insights trends:
- Click on the Trends icon () on the Insights board.
- To change the timeframe, use the date filter (). You can choose to display trends within the predefined values: All time, last 7 days, last 30 days, last 90 days, or last 12 months. Or you can set your custom range.
Identifying trending feedback
Insights trends allow you to quickly identify and stay on top of the most relevant, recent, or trending themes in your collected feedback.
You can also see how these themes change over time and which segments are talking about them. There are four pre-configured modules available. You can learn more about each below:
You can use this module in different ways:
- You can click on a (sub)feature/component/product name directly in the module to open it in the sidebar. Here, you can review what the feature is about, which objectives it supports, and whether it's already on the roadmap, and much more.
- When you switch over to the Insights tab, you can review all the underlying insights to dig further into the feedback.
- You can also follow the feature to monitor its progress or mark it as a candidate for your future roadmap.
- If you want to see a broader set of information about individual features, you can also use the user impact score to surface your top-requested features on the Features board.
Trending features configuration
Whether you are a product leader or individual contributor or work for an enterprise or a start-up, you may need to look at more or less granular feedback depending on the situation.
You can toggle hierarchy entities (product, components, features, sub-features) on/off to see only those you care about in an uncluttered view by clicking on the Settings icon ().
Here are a few tips to bring more value to this module:
• Do a little clean-up exercise, merge duplicate tags, and remove those you no longer use. Learn more about managing tags in this article: how to manage tags.
Finding trends that are most relevant for you
Whether you are a Head of Product for a large company or Product Manager responsible for part of your company's portfolio, different notes subsets will be more or less relevant. To find trends that matter to you, utilize note filters, collections, and the search bar.
This way, you can easily zoom in on feedback for a specific timeframe, your product area, a strategically important segment, or a specific source. With this flexibility, you can look at trends in all collected feedback or a particular topic.
Mapping unprocessed feedback with Insights trends
Insights Trends can help you shorten the time to identify opportunities if you have loads of notes but little time to process them. Unlike features board which relies on manual linking of notes to features, Insights Trends allows you to use standard search to quickly check hypotheses about a specific subject across all of your collected feedback without reading and processing notes one by one.
Use case: Imagine a scenario where leadership is considering an addition to the product offering. The product team hasn't focused on collecting feedback for this specific offering to date, but you remember reading about something similar in your notes.
To back up your assumptions, you can search for specific keywords and see if the search surfaces any existing Trends.
For example, if you were thinking of adding mobile apps to their product, they could search for keywords like mobile, ios, android, app, and so on.
How are Trends calculated?
Trends calculate the percentage change, which quantifies the change from one timeframe to another and expresses the change as an increase or decrease, i.e.
For example, if I had 25 notes created Aug 1-Aug 31, these would be compared to 43 notes created Jul 1-Jul 31, resulting in decreasing Trend of -42%.
If there are no Notes created in the previous timeframe or if you have Any time selected in the date created filter you will see the label .
How many items are listed in Trends table modules?
Up to 200 items are listed in the Trends table module. The resulting set may be smaller subject to the number of items in your workspace, your filter selection, or in the case of Trending features configuration and Product permissions.