Dashboards––Getting Started

Any Segmentation, Funnel, or Cohort query may be saved to a dashboard. Dashboards allow you to monitor key metrics in real-time. Any analysis created in Analytics can be added to a dashboard with just a few clicks. You may click on any analysis in a dashboard to view that query within the tool in which it was created.

Dashboards are often used to:

• Monitor your core KPIs on a regular basis
• Quickly explore data anomalies
• Share periodic results with a team, department, or executives

Dashboards can be accessed using the Saved section in the lefthand navigation menu.

Here, you may view all team folders, along with the saved dashboards and analyses. You can also filter your view to include only dashboards, Segmentation analyses, Funnel analyses, Cohort analyses, or User analyses. You may also search for a saved view using the search bar at the top of the dropdown. Pro and Enterprise customers may also save dashboards and analyses to a Personal folder. The contents of a Personal folder are viewable only to its owner.

You may also edit the name of the folder that you are currently viewing or create a new dashboard within the folder that you are currently viewing. Finally, you may sort your folder contents by date created or alphabetically.

Add a Folder

To add a new folder, click on the Add a New Folder icon located in the bottom left corner of the dashboard menu, below your existing folders. You must provide a name for your new folder. If you are a Pro or Enterprise customer, you must select whether the new folder is public or private.

Create a Dashboard

A Default Public dashboard is created automatically for every new Analytics user. There are several ways to create a new dashboard. First, you can create a new dashboard from the Saved menu. In the bottom right corner, select Create a Dashboard. Next, provide a name for your new dashboard, provide an optional description, and select a folder to save the dashboard in.

You may also create a new dashboard from any existing dashboard. To save a new dashboard, click the New icon in the top right corner, then select Dashboard. Note that Growth customers are limited to 25 dashboards containing 20 analyses each. Enterprise customers have unlimited dashboards containing 50 analyses each. 

Manage your Dashboard

View our Manage Dashboards documentation documentation for more information about how to customize your dashboard.