Dashboards provide a high-level overview of your site’s key metrics using graphs and charts. With Dashboards, you can stay on top of your most important metrics by filtering and comparing an aggregate of demographic and user-behavior metrics. You can create multiple dashboards with the most relevant metrics for your business that you can revisit regularly.
In this article, we cover:
- An overview of a dashboard and available metrics
- How to create a new dashboard
- How to pin, edit, or delete a dashboard
- Common use cases for Dashboards
An overview of a dashboard and available metrics
Within your dashboard, you’re able to do the following:
- Filter your dashboard to focus on the data most relevant to you. Filters allow you to display only a specific group of sessions that match your filtering criteria so you can more effectively focus your dashboard analysis.
- See trends across multiple metrics over time.
- Click through to specific heatmaps, recordings, feedback, or surveys to zoom in on the aggregated data and move from the quantitative to the qualitative to learn more.
- Add a new widget from a template, add a funnel, or a custom metric created by you with our Trends feature (requires Observe Scale).
Currently, Dashboards can provide an aggregated view of the below metrics, and we’ll continue to expand these over time:
- Total number of sessions
- Average session duration
- Average number of pages/session
- Top traffic channels
- Bounce rate
- Top pages
- Page overview (metrics for a single page)
- Top clicked buttons & links (available as an aggregated metric or for specific pages)
- Average user sentiment
- Rage click & u-turns (available as an aggregated metric or for specific pages)
- Top console errors (available as an aggregated metric or for specific pages)
- New vs Returning user sessions
- Top countries
Editing individual dashboards
You can change the location of a chart by clicking down on the top of the chart and dragging it to a new location on your dashboard. Use the icons at the top of each chart to apply additional customization options for a specific chart.
You can edit an individual dashboard to:
- Change the chart type and calculation settings of individual charts.
- Set the exit or landing pages in the Top Pages chart.
- Set the device in the Devices chart.
- Add a new widget from a template.
- Add a new trend or funnel, which are custom metrics created by you (requires Observe Scale).
- Duplicate or delete widgets.
How to create a new dashboard
Go to Dashboard, and click New dashboard.
Add Name and Description. Click Create dashboard.
Click Add widget.
Find the metric you'd like to display, and click Add to dashboard.
How to pin, edit, or delete a dashboard
Write permissions are required to edit your dashboards
Editing and saving a new version of your dashboards requires Write-level permissions. You can check your current permission level on your Team page. Admin-level team members can upgrade your permissions if required.
Use the three-dot menu next to the dashboard's name to pin, rename, duplicate, or delete a dashboard.
When you pin a dashboard, it'll be displayed at the top of the left-side menu.
Common use cases for Dashboards
Dashboards are designed to be monitored regularly so you can keep track of the health of your site. The following are some of the most common use cases:
Compare users that convert with those that don’t convert.
By applying filters to your dashboard, you can check if those users who don’t convert are using a different device or browser than those that you support. You can also use average sentiment to watch relevant recordings and understand where users that don’t convert are experiencing problems and why this might be happening. Looking at the negative feedback of non-converting users can also help you understand the reasons for that sentiment.
Check for unexpected problems after a website redesign.
Monitoring your dashboard’s rage clicks, u-turns, device and browser types, average session duration, and bounce rate will help give you confidence in whether a redesign has improved the user experience.
Monitor trends based on ongoing work.
Check for an improvement in user sentiment and a reduction in frustration and confusion, as shown by fewer rage clicks and u-turns.
Identify if one user’s interactions are because of a bigger issue.
When finding a recording where a user rage clicks on a button, you can check the Rage-click chart on your dashboard to see a timeline of rage clicks. This helps you to understand whether you’re seeing a one-time issue or a broader pattern that is trending over time and affecting more users.
Find sessions where browser errors occurred.
Use the Error filter in your dashboard to identify sessions where an error occurred while the user was interacting with your site. The Top console errors section of your dashboard will show the most frequently occurring errors. Watch recordings of the users' sessions to identify bugs.
See where users are leaving your site and why they’re leaving.
From your dashboard, find your top exit pages and then analyze the heatmaps, recordings, and feedback for those pages to see where users are leaving and why.