How to Use Dashboards

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:

1. 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.
2. Segments are collections of session filters that can be saved for reuse. You can use the same segments across Recordings and Dashboards.
3. See trends across multiple metrics over time.
4. Click through to specific heatmaps, recordings, or surveys to zoom in on the aggregated data and move from the quantitative to the qualitative to learn more.
5. Add a new widget from a template, add a funnel, or a custom metric created by you with our Trends feature (requires Observe Scale).

You can use the following widget templates on your dashboards:

• Top pages
• Page overview (metrics for a single page)
• Top-clicked buttons & links (available as an aggregated metric or for specific pages). This relies on the button/link text, so if suppression is turned on, no data will be displayed
• NPS® survey
• Rage clicks & u-turns (available as an aggregated metric or for specific pages)
• Pages with issues
• Top console errors (available as an aggregated metric or for specific pages)
• Top traffic channels
• New vs Returning
• Technology
• 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 customize 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 Business).(requires Observe Scale).
• Duplicate or delete widgets.

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How to create a new dashboard

Go to Dashboard, and click New dashboard.

Choose one of the templates or click Start from scratch to create a new custom dashboard.

If you choose one of the templates, fill in additional parameters (e.g. URL for Page issues), and we'll generate a dashboard with recommended metrics for you. You can further customize this dashboard by following the steps below.

Click Add widget.

Choose Add from a template or create a custom metric from Trends or Funnels

Find the metric you'd like to display, and click Add to dashboard.

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How to pin, edit, or delete a dashboard

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.

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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:

• Evaluate the performance of a seasonal campaign. They can create a dashboard using the Marketing campaign template, and use the URL of the main campaign landing page. They'll be able to identify how the campaign performed and the areas for improvent in future campaigns.

• Track customer satisfaction and the NPS score. Their dashboard can track the overall NPS score and combine this insight with high-level site performance metrics, such as the pages that have the most issues (e.g. rage clicks or errors). They are able to spot correlations in the data, and share the findings with other team members.

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