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Analyzing & Creating Insights
How to Analyze Data on Looppanel
How to Analyze Data on Looppanel

Use the 'Analysis' tab to review data across your project, by question or theme. Create insights across your project.

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Written by Support Team
Updated over a week ago

So you've been using Looppanel to record and take notes for your user interviews. Now you're ready to analyze your data. No sweat, we've got you covered.

In this support article, we'll walk you through the steps on how to use Analysis on Looppanel to spot patterns and trends in your research data.

Prerequisite: Organize & Tag Your Notes

Before diving into the analysis, you will want to review and tag your notes within Looppanel.

To make the best use of the analysis tab, follow these steps beforehand:

  1. Add a discussion guide to your project. This will allow you to see your notes grouped by different questions

  2. Organize notes by tags or questions in your discussion guide. You can tag your notes with themes, or move them under the relevant question they answer in your discussion guide.

Step 1: Start Analyzing Data!

After reviewing and tagging your notes, it's time to move to the ‘Analysis’ tab in your Looppanel project.

Click the ‘Analysis’ button on your project navigation menu to jump in.

In the Analysis tab, Looppanel automatically brings your notes from every call in your project to one view. This allows you to quickly discover patterns across calls, without copy-pasting your data into excel sheets or Miro boards.

You’ll notice two views within Analysis:

  1. Question View: If you need to see your notes clustered by the questions in your discussion guide.

The question view showing notes clustered by the questions
  1. Tag View: If you need to see your notes based on the themes you have tagged them with.

The Tag View showing the difference tags you have created

Different strokes for different folks (or different projects!)

Bonus: If you forget what a note means, simply click on it to see the original transcript text it’s linked to!

GIF of clicking on a note to see the transcript attached

[Optional] Step 2: Bulk tag your notes

In the question view you can tag multiple notes at once.

You can do this by selecting your notes, and assigning a tag via the “Add Tag” button.

Screenshot of selected notes + tag modal open

Step 3: Create Insights

Once you’ve explored your data in the Analysis tab and you start to see patterns, you can create and share these as ‘Insights’.

To create an Insight, follow these steps:

  • Select multiple notes that form a pattern or insight

  • Click the Create Insight button

  • Type out your Insight in the dropdown

  • Click the Create New Insight button (or just hit enter if you’re getting lazy)

Typing out an insight for your selected Notes

Voila! Your Insight has been created and saved in the Insights Panel. You can access it by pressing the ‘Insights’ button on the right hand side of your screen:

This Insights panel will have all your findings for the study. YHere you can review the insights, edit them, or delete them.

The Insights panel showing findings for the study on “Process of Using Looppanel

The Insights summary for the project is also shareable as a link with your stakeholders with a single click.

Select the link icon on the top right hand side of the insights panel, and share it with your team!

Image showing where the insight link is located

Team members with this link will be able to see your insights as well as the quotes that are associated with them.

GIF of copying Insight link and opening it up in another incognito tab

How to embed your insights in a Notion doc

You can also embed your insights straight into Notion! Your team can read it while working in Notion, without having to click out.

To embed your video link in Notion, type “/embed”.

Once the embed box opens, paste in the link for your snippet.

Whoa! You just used the Analysis on Looppanel to quickly spot patterns and trends in your research data 🚀

Still have questions?

Reach out to us at [email protected]

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