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Explorations

  • By Optimizely Education
  • Published: Jul 29, 2025
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Outline

What Are Explorations?​

Explorations are central to how you analyze user behavior and product performance in Optimizely Analytics. They allow you to construct queries, apply segmentations, and visualize your results—all within a flexible interface.

Optimizely offers two major types of explorations:​

Report Templates​

These are ideal for focused, structured analysis. Each follows a common layout with four main modules:​

  • Measures: Select the metrics to analyze.​

  • Events: Define user actions relevant to the analysis (varies by template).​

  • Segmentation: Compare across user cohorts or attributes.​

  • Visualization: Customize and interpret the output.​

The available report templates include:​

  • Event Segmentation – Track specific actions by user groups.​

  • Retention – Measure user return behavior and reduce churn.​

  • Impact – Understand user adoption over time.​

  • Funnel – Analyze step-by-step journeys toward conversion.​

  • Paths – Visualize user navigation across your product.​​

Ad Hoc Analysis Templates​​

These templates provide greater flexibility and power for custom and exploratory work:​

  • SQL – Create explorations using raw SQL queries.​

  • NetScript – Perform complex, code-based analysis with NetScript.​

  • Universal Exploration – Combine multiple measures with filters, segments, and attributes.​

  • Experiment Scorecard – Integrate Optimizely Experimentation with data warehouse insights.​

Basic Exploration Actions​

Before diving in, make sure you’re familiar with the platform:​

​Create an Exploration​

Start building with any template suited for your goal. Learn how to create an exploration: https://optimizely.navattic.com/mpi01op​

​Edit, Duplicate, or Delete an Exploration​

You can modify, copy, or remove explorations easily. See how to edit, duplicate, and delete explorations: https://optimizely.navattic.com/byh0pdk​

​Add to Dashboard, Configure Sampling & Refresh​

Enhance your explorations by adding them to dashboards, adjusting sampling behavior, or refreshing results for accuracy. Follow this guide to add explorations to dashboards, configure sampling, and refresh data: https://optimizely.navattic.com/drh01rh