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Templates
Template Analytics

Template Analytics

Template Analytics provide a quantitative measure of how well-configured your template is for AI-powered slide generation.

Understanding Analytics Scores

Octigen tracks three key metrics that indicate template "readiness":

1. Instructive Names

What it measures: The percentage of slides and shapes with descriptive, human-readable names instead of defaults.

Components:

  • Shape Naming Consistency - How many shapes have meaningful names vs "TextBox 1".
  • Slide Title Consistency - How many slides have titles vs auto-generated hashes.

Score Calculation: The overall score is the minimum of these two components.

Why it matters: Descriptive names help the AI understand:

  • What content belongs in each shape.
  • Which slide to use for which purpose.
  • How different elements relate to each other.

Target: Aim for 80%+ for best results

Example:

  • ❌ 30% score: Most shapes named "TextBox 1", "Rectangle 3", slides titled "Slide_a3f8".
  • ✅ 95% score: Shapes named "Product Title", "Revenue Chart", slides titled "Executive Summary".

2. Slide Categorization

What it measures: The percentage of slides assigned to purpose categories.

Why it matters: Categories help the AI:

  • Select appropriate slide layouts for content.
  • Match content type to slide design.
  • Create well-structured presentations.

Target: Aim for 100% - every slide should have a category

Example:

  • ❌ 40% score: 10 slides categorized, 15 uncategorized.
  • ✅ 100% score: All 25 slides have appropriate categories assigned.

3. Shape Usage Classification

What it measures: The percentage of shapes with explicit usage rules (no_touch or must_touch).

Why it matters: Usage rules help the AI:

  • Preserve branding elements (logos, disclaimers).
  • Know what must be updated.
  • Avoid accidental modifications.

Target: Aim for 30-50% - not every shape needs explicit rules

Note: This measures shapes marked as "no_touch" OR "must_touch". Shapes marked as "any" (default) don't count toward this score, which is intentional - most shapes should remain flexible.

Example:

  • ❌ 5% score: Only logos marked, everything else unmarked.
  • ✅ 45% score: Logos, page numbers, legal text marked "no_touch"; main titles marked "must_touch".

How Scores Affect AI Generation

High Scores (80%+)

  • AI makes better slide selection decisions.
  • Content placement is more accurate.
  • Less manual refinement needed.
  • More consistent results.

Medium Scores (50-79%)

  • AI works but may need guidance.
  • More refinement likely needed.
  • Some sub-optimal slide choices possible.

Low Scores (<50%)

  • AI struggles to understand template.
  • Significant manual intervention required.
  • Results may be inconsistent.
  • Consider reconfiguring template.

Viewing Your Analytics

  1. Go to your template's main page.
  2. Analytics appear at the top in three circular charts.
  3. Click on any chart for detailed breakdowns.
  4. Hover over charts for explanations.

Improving Your Scores

To Improve Instructive Names

For Shapes:

  1. Use Template Assistant: "Rename all shapes descriptively".
  2. Or manually rename high-priority shapes.
  3. Focus on content shapes (text, charts, tables).
  4. Background elements can keep default names.

For Slides:

  1. Use Template Assistant: "Give all slides descriptive titles".
  2. Or manually set titles in slide settings.
  3. Ensure each title describes the slide's purpose.

To Improve Slide Categorization

  1. Review each slide's content and purpose.
  2. Assign the most appropriate category.
  3. Use Template Assistant: "Categorize all slides".
  4. Manually verify and adjust.

Pro tip: If uncertain between two categories:

  • Has charts/tables? → Choose quantitative version
  • Has images? → Choose visual version
  • Just text? → Text Content

To Improve Shape Usage Classification

Identify "No Touch" elements:

  • Company logos
  • Legal disclaimers
  • Page numbers
  • Background graphics
  • Branding elements

Identify "Must Touch" elements:

  • Main title text boxes
  • Primary content areas
  • Critical data fields

Leave as "Any":

  • Supporting text
  • Optional descriptions
  • Flexible content areas

Use Template Assistant: "Mark all logos and page numbers as no touch"

Analytics and Performance

Higher analytics scores correlate with:

  • Faster AI generation (fewer retries needed)
  • Better first-pass results
  • Less manual refinement required
  • More consistent output quality

Common Questions

Q: Do I need 100% on all scores? A: No. Aim for 80%+ on Instructive Names and 100% on Categorization. Usage Classification can be 30-50%.

Q: Why is my Usage Classification score low? A: This is often fine. Not every shape needs explicit rules. Only mark shapes that truly must never change (no_touch) or always change (must_touch).

Q: Can I use the template with low scores? A: Yes, but results will be better with higher scores. Consider it a "template maturity" indicator.

Q: How often should I check analytics? A: After initial configuration and whenever you make significant template changes.

Q: Do analytics affect existing slide decks? A: No. Analytics only measure template readiness. Changing them doesn't modify existing presentations.

Analytics Best Practices

  1. Configure thoroughly initially - Better upfront investment than constant refinement.
  2. Use Template Assistant - Faster than manual configuration.
  3. Review AI suggestions - Don't blindly accept everything.
  4. Test with a small slide deck - Generate one presentation to validate configuration.
  5. Iterate - Adjust configuration based on generation results.
  6. Document decisions - Note why certain shapes are marked certain ways.

Next Steps

Configuring TemplatesTemplate Assistant