Getting Started with Dashboards

Who can use this feature?
- Available with Enterprise, Advanced, Business, and Free plans.
- Available for admins, architects, and standard users.

Use this article as a high-level guide to help you create your first Dashboard. If you'd prefer to dive deeper, our Dashboards Overview provides additional context. 

  1. Go to Dashboards, give your dashboard a name
  2. Click Add Card to select your first card type for your Dashboard or click Add from Library to select a pre-existing object.
  3. Clicking Add Card will prompt you to create a brand-new card.
    1. Let's take a look at the process for a Metric. Adjust the Metric definition to measure the count of users, events, sessions, or unique properties you are interested in. You can also measure aggregations of event properties in your Metric definition.
      CleanShot 2024-01-08 at 11.23.43@2x.png
    2. Configure your Metric by applying a Segment of users. You can use a Segment that you've already created or click Create custom Segment to build a new one on the fly.
      Screen Shot 2022-07-14 at 11.29.19 AM.png
      If you build a custom Segment, choose Save Segment to save the Segment for repeated use in your account. Choose Apply to Metric to use the Segment for this Card only. 
      Screen Shot 2022-07-14 at 12.02.06 PM.png
    3. Configure your Metric by adjusting the visualization type, applying a color treatment, and updating the date picker. Once the Metric is defined and configured, save it and add it to your Dashboard. Additionally, if you need to duplicate an existing Metric, you can do so and save the duplicate to any Dashboard.
      duplicate metric to dashboard.png
  4. Your new Metric will appear on your Dashboard. Continue adding visualization cards, including Metrics, Funnels, Retention, and Page Flow cards, to build out your Dashboard.
    Screen Shot 2022-07-14 at 12.37.36 PM.png
  5. As you add more cards to your Dashboard, use filters to automatically apply segments, properties, and/or time range in bulk instead of applying them individually.
    Screenshot 2023-05-30 at 2.31.43 PM.png


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