07 - Visualization Deep Dive Guide

07 - Visualization Deep Dive Guide

📊 Understanding Your Meeting Insights
⏱️ Time Estimate: 20 minutes
📋 What You’ll Learn: How to read and interpret all visualization types in Selfoss

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Table of Contents

• Visualization Overview
• Decision Flowcharts
• Concept Mind Maps
• Accountability Matrices
• Sentiment Arc Timeline
• Participation Heatmap
• Decision Embedding Analysis
• Widget Ordering & Customization
• Interactive Features
• Export Options

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Visualization Overview

What Gets Visualized?

After AI processing, Selfoss generates multiple views of your transcript:

Visualization	Purpose	Feature Code
Decision Flowchart	Show decision→action relationships	F005
Concept Mind Map	Visualize topic hierarchy	F005
Action Matrix	Track who-does-what-when	F005
Sentiment Arc	Emotional flow over time	F015
Participation Heatmap	Speaker contribution analysis	F017
Decision Embedding	AI-powered decision clustering	F016

Stacked Layout (F005)

All visualizations appear vertically stacked on one page:

┌─────────────────────────┐
│ Meeting Metadata        │ ← Title, date, participants
├─────────────────────────┤
│ Decision Flowchart      │ ← Decisions → Actions
├─────────────────────────┤
│ Concept Mind Map        │ ← Topic hierarchy
├─────────────────────────┤
│ Action Matrix           │ ← Who does what
├─────────────────────────┤
│ Sentiment Arc (if VTT)  │ ← Emotional timeline
├─────────────────────────┤
│ Participation Heatmap   │ ← Speaker engagement
└─────────────────────────┘

💡 Pro Tip: Scroll through all visualizations to get complete meeting understanding.

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Decision Flowcharts

Purpose

Shows cause-and-effect relationships between decisions and resulting actions.

Visual Elements

graph LR
    D1[Decision: Approve Budget] --> A1[Action: Finalize Contracts]
    D1 --> A2[Action: Send Invoices]
    D2[Decision: Launch Nov 1] --> A3[Action: Prepare Marketing]

Components:

• 🟦 Blue boxes: Decisions made
• 🟩 Green boxes: Action items
• ➡️ Arrows: Flow relationships

Reading the Flowchart

Step 1: Identify Entry Points

• Leftmost boxes = Original decisions
• These are the “starting points”

Step 2: Follow Decision Paths

• Arrows show which actions stem from each decision
• One decision can lead to multiple actions

Step 3: Find Action Items

• Rightmost boxes = Action items to execute
• These are your “to-do” list

Example Interpretation

[Decision: Approve Q4 Marketing Budget]
    ├→ [Action: John finalizes vendor contracts]
    ├→ [Action: Sarah sends payment authorization]
    └→ [Action: Mike updates tracking spreadsheet]

Insight: One decision created three action items across three people.

Interactive Features

Zoom: Mouse wheel to zoom in/out
Pan: Click and drag to navigate
Highlight: Hover over node to highlight connected nodes
Edit: Click node to edit text (F004)

💡 Pro Tip: Look for decisions with many arrows - these are high-impact decisions.

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Concept Mind Maps

Purpose

Visualizes hierarchical relationships between key topics discussed.

Visual Structure

           [Main Topic]
                │
    ┌───────────┼───────────┐
    │           │           │
[Sub-topic 1] [Sub-topic 2] [Sub-topic 3]
    │           │
 [Detail]   [Related]

Components:

• 🟣 Purple circles: Main concepts
• Size indicates importance (1-5 scale)
• Lines show relationships

Understanding the Layout

Center: Most important concept
Proximity: Related concepts are closer together
Size: Bigger = more important/discussed
Branches: Sub-topics of main concepts

Example Interpretation

                [Product Launch]
                     │
      ┏━━━━━━━━━━━━━┻━━━━━━━━━━━━━┓
      ┃                           ┃
[Marketing Strategy]        [Technical Readiness]
      │                           │
   [Social Media]            [Bug Fixes]
   [PR Campaign]             [Performance]

Insight: Product launch discussed through two main lenses: marketing and technical readiness.

Interaction Patterns

Hover: See concept importance score
Click: View related concepts
Drag: Rearrange layout (manual organization)
Edit: Click to modify concept text (F004)

Reading Tips

Look for:

• 🎯 Central concepts (most connections)
• 🔗 Concept clusters (related topics)
• 🔴 Isolated concepts (disconnected topics)
• 📏 Concept size (discussion importance)

💡 Pro Tip: Isolated concepts may indicate tangents or follow-up topics.

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Accountability Matrices

Purpose

Clear who-does-what-when tracking for action items.

Table Structure

Owner	Task	Deadline	Priority	Source Decision
John	Finalize contracts	Oct 20	🔴 High	Approve budget
Sarah	Send invoices	Oct 18	🟠 Medium	Approve budget
Mike	Update tracking	Oct 25	🔵 Low	Approve budget

Column Meanings

Owner: 👤

• Person responsible for completing task
• Extracted from transcript or assigned during editing
• Can be multiple people (comma-separated)

Task: 📋

• Specific action to complete
• Should be clear and actionable
• Can be edited inline (F004)

Deadline: 📅

• Target completion date
• Color-coded by urgency:
  • 🔴 Overdue: Red background
  • 🟠 Due soon: Orange (within 3 days)
  • 🟢 On track: Green (> 3 days)
  • ⚪ No deadline: Gray

Priority: 🎯

• 🔴 High: Urgent/critical
• 🟠 Medium: Important but not urgent
• 🔵 Low: Nice-to-have

Source Decision: 🔗

• Which decision created this action
• Click to scroll to decision in flowchart
• Shows traceability

Using the Matrix

Sort:

• Click column headers to sort
• Multiple-column sorting supported

Filter:

• By owner (show my tasks only)
• By priority (high priority first)
• By deadline (overdue/upcoming)

Group:

• By owner (team view)
• By decision (project view)
• By priority (urgency view)

Export:

• CSV for spreadsheets
• PDF for reports
• JSON for integrations

Example Use Cases

Daily standup:

Filter: Owner = "John" AND Deadline < today + 7 days
View: John's tasks for this week

Executive review:

Group: By Priority
View: All high-priority items across team

Project tracking:

Filter: Source Decision = "Launch Product"
View: All launch-related actions

💡 Pro Tip: Use the matrix as your meeting follow-up checklist.

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Sentiment Arc Timeline

Purpose (F015)

Tracks emotional flow of meetings over time (VTT/SRT files only).

When Available

✅ Works with: .vtt and .srt files (timestamped transcripts)
❌ Not available for: .txt and .docx files

Visual Components

Positive +5 ┐                    ╱╲
            │                ╱╲╱  ╲
Neutral   0 ┤──────────────╱────────╲──────
            │         ╱                  ╲
Negative -5 ┘      ╱                      ╲
            └─────────────────────────────→
            0m    15m   30m   45m   60m    Time

Elements:

• 📈 Line: Sentiment trajectory
• 🟢 Green area: Positive sentiment
• 🔴 Red area: Negative sentiment
• 📍 Markers: Significant moments

Overlays

Tension Indicators: 🔥

• Red spikes show heated discussions
• Height = intensity of disagreement

Agreement Markers: 🤝

• Green dots show consensus moments
• Size = strength of agreement

Decision Points: 🎯

• Blue markers show when decisions were made
• Often correlate with agreement markers

Reading the Arc

Example Timeline:

0-15min:  Neutral    (Intro, agenda review)
15-30min: Negative   (Heated budget debate)
30-35min: Spike      (Tension peak: disagreement)
35-45min: Positive   (Agreement reached, decision made)
45-60min: Neutral    (Next steps discussion)

Insights:

• Meeting had conflict but resolved successfully
• Decision made after tension resolution
• Structured progression (problem → debate → resolution)

Interactive Features

Hover: See sentiment score and text excerpt
Click: Jump to that point in transcript
Zoom: Focus on specific time ranges
Toggle: Show/hide different overlays

Use Cases

1. Meeting Quality Analysis:

• Too much negative time = need better facilitation
• Quick resolution = efficient decision-making

2. Identify Key Moments:

• Tension spikes = important topics
• Agreement markers = successful decisions

3. Team Dynamics:

• Prolonged negativity = unresolved conflicts
• Oscillating sentiment = healthy debate

💡 Pro Tip: Export sentiment data to track meeting quality trends over time.

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Participation Heatmap

Purpose (F017)

Visualizes who speaks when and how much they contribute.

Heatmap Layout

         5min  10min  15min  20min  25min
John     ████   ██     ███    ██     █
Sarah    ██     ████   ██     ███    ████
Mike     █      ██     ████   ██     ██
Lisa     ███    █      ██     ████   ███

Color intensity:

• 🟦 Light blue: Low participation
• 🔵 Medium blue: Moderate participation
• 🟪 Dark blue: High participation
• ⚪ White: No participation

Metrics Displayed

Participation percentage:

John:  32%  (dominated discussion)
Sarah: 28%  (balanced contribution)
Mike:  18%  (moderate participation)
Lisa:  22%  (balanced contribution)

Speaking time:

John:  19 minutes
Sarah: 17 minutes
Mike:  11 minutes
Lisa:  13 minutes

Turn-taking frequency:

• How many times each person spoke
• Average length per turn

Reading Patterns

Balanced meeting:

All participants: 20-30% each
Even color distribution across timeline

Dominated meeting:

One person: > 50%
Dark blue rows for one participant
Others mostly light/white

Turn-taking meeting:

Alternating dark/light patches
Good dialogue flow
No long monologues

Use Cases

1. Meeting Facilitation:

• Identify who needs more speaking time
• Balance contributions in future meetings

2. Team Dynamics:

• Spot dominance patterns
• Encourage quieter members

3. Meeting Effectiveness:

• Compare speaking time vs. roles
• Ensure all stakeholders heard

Interactive Features

Hover: See exact speaking time for cell
Click: Jump to that speaker’s utterances
Filter: Show specific participants only
Export: PNG for reports

💡 Pro Tip: Use heatmap to improve meeting equity - aim for balanced participation.

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Decision Embedding Analysis

Purpose (F016)

Uses AI embeddings to cluster similar decisions and find patterns.

Visual Representation

        [Budget Cluster]
           ╱  |  ╲
    D1: Approve    D3: Allocate    D5: Review
        Budget        Funds        Spending

        [Launch Cluster]
           ╱     ╲
    D2: Set       D4: Finalize
      Date         Plan

Components:

• 🎯 Nodes: Individual decisions
• 🔗 Connections: Semantic similarity
• 📦 Clusters: Related decision groups

Understanding Clusters

Close proximity: Decisions are semantically related
Distant nodes: Unrelated decisions
Cluster size: Number of related decisions

Use Cases

1. Pattern Recognition:

• Identify recurring decision types
• Spot decision themes across meetings

2. Decision Review:

• Group similar decisions for retrospective
• Track decision categories over time

3. Knowledge Management:

• Extract decision templates
• Build decision-making frameworks

Interactive Features

Hover: See decision text
Click: View full decision details
Zoom: Explore specific clusters
Filter: Show decisions by category

💡 Pro Tip: Use embedding visualization to build organizational decision frameworks.

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Widget Ordering & Customization

Feature: F021 - Customizable Widget Ordering

Reorder visualizations to match your workflow.

Default Order

1. Meeting Metadata
2. Decision Flowchart
3. Concept Mind Map
4. Action Matrix
5. Sentiment Arc (if available)
6. Participation Heatmap

Customizing Order

Via Settings:

1. Go to Settings → Display Preferences
2. Find “Widget Order” section
3. Drag widgets to reorder
4. Click “Save Changes”

Via Dashboard: (Planned)

• Drag-and-drop widgets directly
• Per-project customization

Recommended Orders

For executives:

1. Action Matrix        (What needs to be done?)
2. Decision Flowchart   (What was decided?)
3. Sentiment Arc        (How did it go?)
4. Concept Mind Map     (What was discussed?)

For project managers:

1. Action Matrix        (Task tracking)
2. Participation Heatmap (Team engagement)
3. Decision Flowchart   (Project decisions)
4. Concept Mind Map     (Scope visualization)

For analysts:

1. Sentiment Arc        (Emotional dynamics)
2. Participation Heatmap (Speaking patterns)
3. Decision Embedding   (Decision clustering)
4. Concept Mind Map     (Topic analysis)

💡 Pro Tip: Create different profiles for different meeting types.

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Interactive Features

Click-to-Edit (F004)

What’s editable:

• ✏️ Decision text
• ✏️ Action tasks
• ✏️ Action owners/deadlines/priorities
• ✏️ Concept topics
• ✏️ Meeting metadata

How to edit:

1. Click any text element
2. Edit inline (text field appears)
3. Press Enter to save or Esc to cancel
4. Changes sync across all visualizations

👉 Learn More: See 08_INTERACTIVE_EDITING_GUIDE.md

Cross-Visualization Updates

When you edit in one view, changes propagate:

Edit in Flowchart → Updates Matrix → Updates Map

Example:

• Change decision text in flowchart
• Action matrix source updates automatically
• Related concepts update in mind map

Real-Time Synchronization

All edits save immediately to database:

• ✅ No “Save” button needed
• ✅ Changes persist across sessions
• ✅ Undo/redo available (Ctrl+Z / Ctrl+Y)

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Export Options

Individual Visualizations

Export formats:

• 📄 SVG: Vector graphics (editable)
• 🖼️ PNG: Raster image (presentations)
• 📊 PDF: Document format (reports)
• 💾 JSON: Raw data (integrations)

How to export:

1. Hover over visualization
2. Click export icon (top-right)
3. Choose format
4. Select save location

Full Transcript Export

Export everything:

• Original transcript text
• All visualizations
• Processing metadata
• Temporal data (if VTT/SRT)

Formats:

• 📦 ZIP archive: Complete bundle
• 📄 PDF report: Professional document
• 💾 JSON: Data interchange

👉 Learn More: See 09_DATA_MANAGEMENT_GUIDE.md

Export Tips

For presentations:

• Use PNG (high resolution)
• Export individual widgets
• White background (light theme)

For reports:

• Use PDF (full transcript)
• Include all visualizations
• Add context in document

For analysis:

• Use JSON (raw data)
• Export sentiment time series
• Extract action item CSV

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Best Practices

Reading Visualizations Efficiently

1. Start with Matrix:

• Quick overview of action items
• See what needs to be done

2. Then Flowchart:

• Understand decision rationale
• See cause-and-effect

3. Review Mind Map:

• Get topic overview
• Identify discussion themes

4. Analyze Sentiment/Participation:

• Understand meeting dynamics
• Identify engagement patterns

Sharing Visualizations

Internal team:

• Export PNG and share in chat
• Link to transcript (if shared access)

Executives:

• PDF report with summary
• Highlight key decisions/actions

Stakeholders:

• Simplified action matrix
• Remove sensitive details

Archiving

Important meetings:

• Export full ZIP backup
• Save PDF report
• Document key decisions

Regular meetings:

• Keep in Selfoss database
• Periodic backups
• Delete after 6-12 months

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Next Steps

🎉 You’re now a visualization expert!

Recommended Actions:

1. ✏️ Try interactive editing → 08_INTERACTIVE_EDITING_GUIDE.md
2. 🎨 Customize widget order - Match your workflow
3. 📊 Export visualizations - Share with team
4. 🔍 Analyze patterns - Compare across meetings
5. 💾 Set up exports → 09_DATA_MANAGEMENT_GUIDE.md

Advanced Topics:

• Comparative analysis across multiple meetings
• Trend tracking for decision types
• Meeting quality metrics
• Custom dashboards (planned)

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📊 See your meetings in a whole new way.