Designing effective contextual insights starts with understanding the user’s journey.

Identify the “moments that matter”—events or screens where a user can take immediate action—and embed concise metrics or alerts there.

Role‑based segmentation is critical: digital adoption research shows that more than half of companies fail to provide role‑based onboarding, and many users don’t know how to use all available features.

Use contextual guidance to explain what a metric means and what to do next; a TSIA study found that 87% of users want better onboarding and documentation, while 80% of respondents in a Pendo survey say improved in‑app guidance would help them get more value.

Keep insights brief and actionable, and ensure that the user can drill down or ask follow‑up questions without leaving the page.

Collect analytics on which contextual cues drive engagement and iteratively refine them.

During design, make sure the experience is accessible across devices and complies with accessibility standards.

MageMetrics helps teams identify high‑impact moments through its intent‑to‑SQL flywheel and embeds contextual metrics and natural‑language follow‑up at exactly the right time, expanding touchpoints based on real usage data.