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- 移动42个文档文件到 docs/ 目录 - 更新 .gitignore 允许 docs/ 下的 .md 文件 - 删除根目录下的重复文档文件 📁 文档分类： - StockDetailPanel 重构文档（3个） - PostHog 集成文档（6个） - 系统架构和API文档（33个） 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
615 lines
12 KiB
Markdown
615 lines
12 KiB
Markdown
# PostHog Dashboard 配置指南
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## 📊 目的
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本指南帮助你在PostHog中配置关键的分析Dashboard和Insights，快速获得有价值的用户行为洞察。
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---
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## 🎯 推荐Dashboard列表
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### 1. 📈 核心指标Dashboard
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**用途**: 监控产品整体健康度
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### 2. 🔄 用户留存Dashboard
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**用途**: 分析用户留存和流失
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### 3. 💰 收入转化Dashboard
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**用途**: 监控付费转化漏斗
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### 4. 🎨 功能使用Dashboard
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**用途**: 了解功能受欢迎程度
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### 5. 🔍 搜索行为Dashboard
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**用途**: 优化搜索体验
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---
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## 📈 Dashboard 1: 核心指标
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### Insight 1.1: 每日活跃用户（DAU）
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**类型**: Trends
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**事件**: `$pageview`
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**时间范围**: 过去30天
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**分组**: 按日
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**配置**:
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```
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Event: $pageview
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Unique users
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Date range: Last 30 days
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Interval: Day
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```
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### Insight 1.2: 新用户注册趋势
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**类型**: Trends
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**事件**: `USER_SIGNED_UP`
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**时间范围**: 过去30天
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**配置**:
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```
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Event: USER_SIGNED_UP
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Count of events
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Date range: Last 30 days
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Interval: Day
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Breakdown: signup_method
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```
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### Insight 1.3: 用户登录方式分布
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**类型**: Pie Chart
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**事件**: `USER_LOGGED_IN`
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**时间范围**: 过去7天
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**配置**:
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```
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Event: USER_LOGGED_IN
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Count of events
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Date range: Last 7 days
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Breakdown: login_method
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Visualization: Pie
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```
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### Insight 1.4: 最受欢迎的页面
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**类型**: Table
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**事件**: `$pageview`
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**时间范围**: 过去7天
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**配置**:
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```
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Event: $pageview
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Count of events
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Date range: Last 7 days
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Breakdown: $current_url
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Order: Descending
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Limit: Top 10
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```
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### Insight 1.5: 平台分布
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**类型**: Bar Chart
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**事件**: `$pageview`
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**时间范围**: 过去30天
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**配置**:
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```
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Event: $pageview
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Unique users
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Date range: Last 30 days
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Breakdown: $os
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Visualization: Bar
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```
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---
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## 🔄 Dashboard 2: 用户留存
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### Insight 2.1: 用户留存曲线
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**类型**: Retention
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**初始事件**: `USER_SIGNED_UP`
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**返回事件**: `$pageview`
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**配置**:
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```
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Cohort defining event: USER_SIGNED_UP
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Returning event: $pageview
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Period: Daily
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Date range: Last 8 weeks
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```
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### Insight 2.2: 功能留存率
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**类型**: Retention
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**初始事件**: 各功能首次使用事件
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**返回事件**: 各功能再次使用
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**配置**:
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```
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Cohort defining event: TRADING_SIMULATION_ENTERED
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Returning event: TRADING_SIMULATION_ENTERED
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Period: Weekly
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Date range: Last 12 weeks
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```
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### Insight 2.3: 社区互动留存
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**类型**: Retention
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**初始事件**: `Community Page Viewed`
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**返回事件**: `NEWS_ARTICLE_CLICKED`
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**配置**:
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```
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Cohort defining event: Community Page Viewed
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Returning event: NEWS_ARTICLE_CLICKED
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Period: Daily
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Date range: Last 30 days
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```
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### Insight 2.4: 活跃用户分层
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**类型**: Trends
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**多个事件**: 按活跃度分类
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**配置**:
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```
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Event 1: $pageview (filter: >= 20 events in last 7 days)
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Event 2: $pageview (filter: 10-19 events in last 7 days)
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Event 3: $pageview (filter: 3-9 events in last 7 days)
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Event 4: $pageview (filter: 1-2 events in last 7 days)
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Date range: Last 30 days
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Unique users
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```
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---
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## 💰 Dashboard 3: 收入转化
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### Insight 3.1: 付费转化漏斗
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**类型**: Funnel
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**步骤**:
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1. SUBSCRIPTION_PAGE_VIEWED
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2. Pricing Plan Selected
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3. PAYMENT_INITIATED
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4. PAYMENT_SUCCESSFUL
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5. SUBSCRIPTION_CREATED
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**配置**:
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```
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Funnel step 1: SUBSCRIPTION_PAGE_VIEWED
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Funnel step 2: Pricing Plan Selected
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Funnel step 3: PAYMENT_INITIATED
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Funnel step 4: PAYMENT_SUCCESSFUL
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Funnel step 5: SUBSCRIPTION_CREATED
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Conversion window: 1 hour
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Date range: Last 30 days
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```
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### Insight 3.2: 付费墙转化率
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**类型**: Funnel
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**步骤**:
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1. PAYWALL_SHOWN
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2. PAYWALL_UPGRADE_CLICKED
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3. SUBSCRIPTION_PAGE_VIEWED
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4. PAYMENT_SUCCESSFUL
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**配置**:
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```
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Funnel step 1: PAYWALL_SHOWN
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Funnel step 2: PAYWALL_UPGRADE_CLICKED
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Funnel step 3: SUBSCRIPTION_PAGE_VIEWED
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Funnel step 4: PAYMENT_SUCCESSFUL
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Breakdown: feature (付费墙触发功能)
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Date range: Last 30 days
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```
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### Insight 3.3: 定价方案选择分布
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**类型**: Pie Chart
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**事件**: `Pricing Plan Selected`
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**配置**:
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```
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Event: Pricing Plan Selected
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Count of events
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Breakdown: plan_name
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Date range: Last 30 days
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Visualization: Pie
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```
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### Insight 3.4: 计费周期偏好
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**类型**: Bar Chart
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**事件**: `Pricing Plan Selected`
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**配置**:
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```
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Event: Pricing Plan Selected
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Count of events
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Breakdown: billing_cycle
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Date range: Last 30 days
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Visualization: Bar
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```
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### Insight 3.5: 支付成功率
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**类型**: Trends (Formula)
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**计算**: (PAYMENT_SUCCESSFUL / PAYMENT_INITIATED) * 100
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**配置**:
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```
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Series A: PAYMENT_SUCCESSFUL (Count)
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Series B: PAYMENT_INITIATED (Count)
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Formula: (A / B) * 100
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Date range: Last 30 days
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Interval: Day
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```
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### Insight 3.6: 订阅收入趋势
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**类型**: Trends
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**事件**: `SUBSCRIPTION_CREATED`
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**配置**:
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```
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Event: SUBSCRIPTION_CREATED
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Sum of property: amount
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Date range: Last 90 days
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Interval: Week
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```
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### Insight 3.7: 支付失败原因分析
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**类型**: Table
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**事件**: `PAYMENT_FAILED`
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**配置**:
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```
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Event: PAYMENT_FAILED
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Count of events
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Breakdown: error_reason
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Date range: Last 30 days
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Order: Descending
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```
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---
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## 🎨 Dashboard 4: 功能使用
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### Insight 4.1: 功能使用频率排名
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**类型**: Table
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**多个事件**: 各功能的关键事件
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**配置**:
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```
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Events:
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- Community Page Viewed
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- EVENT_DETAIL_VIEWED
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- DASHBOARD_CENTER_VIEWED
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- TRADING_SIMULATION_ENTERED
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- STOCK_OVERVIEW_VIEWED
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Count of events
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Date range: Last 7 days
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Order: Descending
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```
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### Insight 4.2: 新闻浏览趋势
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**类型**: Trends
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**事件**: `NEWS_ARTICLE_CLICKED`
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**配置**:
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```
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Event: NEWS_ARTICLE_CLICKED
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Count of events
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Date range: Last 30 days
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Interval: Day
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Breakdown: importance (按重要性分组)
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```
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### Insight 4.3: 搜索使用趋势
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**类型**: Trends
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**事件**: `SEARCH_QUERY_SUBMITTED`
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**配置**:
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```
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Event: SEARCH_QUERY_SUBMITTED
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Count of events
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Date range: Last 30 days
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Interval: Day
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Breakdown: context
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```
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### Insight 4.4: 模拟盘交易活跃度
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**类型**: Trends
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**事件**: `Simulation Order Placed`
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**配置**:
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```
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Event: Simulation Order Placed
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Count of events
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Date range: Last 30 days
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Interval: Day
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Breakdown: order_type (买入/卖出)
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```
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### Insight 4.5: 社交互动参与度
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**类型**: Trends (Stacked)
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**多个事件**:
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- Comment Added
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- Comment Liked
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- CONTENT_SHARED
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**配置**:
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```
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Event 1: Comment Added
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Event 2: Comment Liked
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Event 3: CONTENT_SHARED
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Count of events
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Date range: Last 30 days
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Interval: Day
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Visualization: Area (Stacked)
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```
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### Insight 4.6: 个人资料完善度
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**类型**: Funnel
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**步骤**:
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1. USER_SIGNED_UP
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2. PROFILE_UPDATED
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3. Avatar Uploaded
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4. Account Bound
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**配置**:
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```
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Funnel step 1: USER_SIGNED_UP
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Funnel step 2: PROFILE_UPDATED
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Funnel step 3: Avatar Uploaded
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Funnel step 4: Account Bound
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Date range: Last 30 days
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```
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---
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## 🔍 Dashboard 5: 搜索行为
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### Insight 5.1: 搜索量趋势
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**类型**: Trends
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**事件**: `SEARCH_QUERY_SUBMITTED`
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**配置**:
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```
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Event: SEARCH_QUERY_SUBMITTED
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Count of events
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Date range: Last 30 days
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Interval: Day
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```
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### Insight 5.2: 搜索无结果率
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**类型**: Trends (Formula)
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**计算**: (SEARCH_NO_RESULTS / SEARCH_QUERY_SUBMITTED) * 100
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**配置**:
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```
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Series A: SEARCH_NO_RESULTS (Count)
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Series B: SEARCH_QUERY_SUBMITTED (Count)
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Formula: (A / B) * 100
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Date range: Last 30 days
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Interval: Day
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```
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### Insight 5.3: 热门搜索词
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**类型**: Table
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**事件**: `SEARCH_QUERY_SUBMITTED`
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**配置**:
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```
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Event: SEARCH_QUERY_SUBMITTED
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Count of events
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Breakdown: query
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Date range: Last 7 days
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Order: Descending
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Limit: Top 20
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```
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### Insight 5.4: 搜索结果点击率
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**类型**: Funnel
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**步骤**:
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1. SEARCH_QUERY_SUBMITTED
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2. SEARCH_RESULT_CLICKED
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**配置**:
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```
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Funnel step 1: SEARCH_QUERY_SUBMITTED
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Funnel step 2: SEARCH_RESULT_CLICKED
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Breakdown: context
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Date range: Last 30 days
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```
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### Insight 5.5: 搜索筛选使用
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**类型**: Table
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**事件**: `SEARCH_FILTER_APPLIED`
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**配置**:
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```
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Event: SEARCH_FILTER_APPLIED
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Count of events
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Breakdown: filter_type
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Date range: Last 30 days
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Order: Descending
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```
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---
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## 👥 推荐Cohorts（用户分组）
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### Cohort 1: 活跃用户
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**条件**:
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```
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用户在过去7天内执行了：
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$pageview (至少5次)
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```
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### Cohort 2: 付费用户
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**条件**:
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```
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用户执行过：
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SUBSCRIPTION_CREATED
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并且
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subscription_tier 不等于 'free'
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```
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### Cohort 3: 社区活跃用户
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**条件**:
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```
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用户在过去30天内执行了：
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Comment Added (至少1次)
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或
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Comment Liked (至少3次)
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```
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### Cohort 4: 流失风险用户
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**条件**:
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```
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用户满足：
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上次访问时间 > 7天前
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并且
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历史访问次数 >= 5次
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```
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### Cohort 5: 高价值潜在用户
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**条件**:
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```
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用户在过去30天内：
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PAYWALL_SHOWN (至少2次)
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并且
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未执行过 SUBSCRIPTION_CREATED
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并且
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$pageview (至少10次)
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```
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### Cohort 6: 新用户（激活中）
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**条件**:
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```
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用户执行过：
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USER_SIGNED_UP (在过去7天内)
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```
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---
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## 🎯 推荐Actions（动作定义）
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### Action 1: 深度参与
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**定义**: 用户在单次会话中执行了多个关键操作
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**包含事件**:
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- NEWS_ARTICLE_CLICKED (至少2次)
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- EVENT_DETAIL_VIEWED (至少1次)
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- Comment Added 或 Comment Liked (至少1次)
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### Action 2: 付费意向
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**定义**: 用户展现付费兴趣
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**包含事件**:
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- PAYWALL_SHOWN
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- PAYWALL_UPGRADE_CLICKED
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- SUBSCRIPTION_PAGE_VIEWED
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### Action 3: 模拟盘活跃
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**定义**: 用户积极使用模拟盘
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**包含事件**:
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- TRADING_SIMULATION_ENTERED
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- Simulation Order Placed (至少1次)
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- Simulation Holdings Viewed
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---
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## 📱 配置步骤
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### 创建Dashboard
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1. 登录PostHog
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2. 左侧菜单选择 "Dashboards"
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3. 点击 "New dashboard"
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4. 输入Dashboard名称（如"核心指标Dashboard"）
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5. 点击 "Create"
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### 添加Insight
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1. 在Dashboard页面，点击 "Add insight"
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2. 选择Insight类型（Trends/Funnel/Retention等）
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3. 配置事件和参数
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4. 点击 "Save & add to dashboard"
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### 配置Cohort
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1. 左侧菜单选择 "Cohorts"
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2. 点击 "New cohort"
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3. 设置Cohort名称
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4. 添加筛选条件
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5. 点击 "Save"
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### 配置Action
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1. 左侧菜单选择 "Data management" -> "Actions"
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2. 点击 "New action"
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3. 选择 "From event or pageview"
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4. 添加匹配条件
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5. 点击 "Save"
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---
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## 🔔 推荐Alerts（告警配置）
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### Alert 1: 支付成功率下降
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**条件**: 支付成功率 < 80%
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**检查频率**: 每小时
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**通知方式**: Email + Slack
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### Alert 2: 搜索无结果率过高
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**条件**: 搜索无结果率 > 30%
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**检查频率**: 每天
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**通知方式**: Email
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### Alert 3: 新用户注册激增
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**条件**: 新注册用户数 > 正常值的2倍
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**检查频率**: 每小时
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**通知方式**: Slack
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### Alert 4: 系统异常
|
||
**条件**: 错误事件数 > 100/小时
|
||
**检查频率**: 每15分钟
|
||
**通知方式**: Email + Slack + PagerDuty
|
||
|
||
---
|
||
|
||
## 💡 使用建议
|
||
|
||
### 日常监控
|
||
**建议查看频率**: 每天
|
||
**关注Dashboard**:
|
||
- 核心指标Dashboard
|
||
- 收入转化Dashboard
|
||
|
||
### 周度回顾
|
||
**建议查看频率**: 每周一
|
||
**关注Dashboard**:
|
||
- 用户留存Dashboard
|
||
- 功能使用Dashboard
|
||
|
||
### 月度分析
|
||
**建议查看频率**: 每月初
|
||
**关注Dashboard**:
|
||
- 所有Dashboard
|
||
- Cohorts分析
|
||
- Retention详细报告
|
||
|
||
### 决策支持
|
||
**使用场景**:
|
||
- 功能优先级排序 → 查看功能使用Dashboard
|
||
- 转化率优化 → 查看收入转化Dashboard
|
||
- 用户流失分析 → 查看用户留存Dashboard
|
||
- 搜索体验优化 → 查看搜索行为Dashboard
|
||
|
||
---
|
||
|
||
## 📊 高级分析技巧
|
||
|
||
### 1. Funnel分解分析
|
||
在漏斗的每一步添加Breakdown，分析不同用户群的转化差异：
|
||
- 按 subscription_tier 分解
|
||
- 按 signup_method 分解
|
||
- 按 $os 分解
|
||
|
||
### 2. Cohort对比
|
||
创建多个Cohort，在Insights中对比不同群体的行为：
|
||
- 付费用户 vs 免费用户
|
||
- 新用户 vs 老用户
|
||
- 活跃用户 vs 流失用户
|
||
|
||
### 3. Path Analysis
|
||
使用Paths功能分析用户旅程：
|
||
- 从注册到首次付费的路径
|
||
- 从首页到核心功能的路径
|
||
- 流失用户的最后操作路径
|
||
|
||
### 4. 时间对比
|
||
使用 "Compare to previous period" 功能：
|
||
- 本周 vs 上周
|
||
- 本月 vs 上月
|
||
- 节假日 vs 平常
|
||
|
||
---
|
||
|
||
## 🔗 相关资源
|
||
|
||
- [PostHog Dashboard文档](https://posthog.com/docs/user-guides/dashboards)
|
||
- [PostHog Insights文档](https://posthog.com/docs/user-guides/insights)
|
||
- [PostHog Cohorts文档](https://posthog.com/docs/user-guides/cohorts)
|
||
- [TRACKING_VALIDATION_CHECKLIST.md](./TRACKING_VALIDATION_CHECKLIST.md) - 验证清单
|
||
|
||
---
|
||
|
||
**文档版本**: v1.0
|
||
**最后更新**: 2025-10-29
|
||
**维护者**: 数据分析团队
|