Dashboards

Audience: Marketers and analysts
Prerequisites: Saved charts created from your schema models

Use dashboards to combine saved charts into a single, visual workspace where you can analyze trends, validate campaign logic, and monitor performance.

Overview

Dashboards let you organize saved charts in a flexible grid layout. You can use them to:

• Explore key metrics and user behavior
• Validate audience criteria before launching campaigns
• Monitor engagement, conversions, and lift over time

Dashboards are composed of saved Charts. Each chart is a data visualization created from your models (users, events, and related models). Charts can be reused across dashboards.

Who uses it

Create a dashboard

Step 1: Open the Dashboards tab

1. Go to Intelligence → Dashboards to see all dashboards in your workspace.
2. Click Create dashboard in the top right.

Step 2: Name your dashboard and choose a parent model

In the modal:

1. Select a parent model (e.g. Users).
2. Enter a dashboard name.
3. Optionally, add a description.
4. Click Create dashboard to save and open your new dashboard.

Step 3: Add charts

Click Add chart to choose one of the following options:

• Saved chart: Add an existing chart from your library

• Insights chart: Build a new visualization to measure your marketing efforts

• Funnel chart: Track drop-off across a multi-step flow

After adding charts, use drag-and-drop to arrange and resize them in your layout. Additional charts can be added within the same row or a new row, unless the maximum number of 4 charts for the row has been reached.

Apply filters

Use the filter bar at the top of the dashboard to apply filters across all charts. You can filter by:

• Time range: Default (respects the time filters on the individual charts), 7d, 30d, 60d, 90d, or set a custom range.
• Properties: Parent, event, and related model fields like country, device_type.
• Audience membership: One or multiple audiences can be applied to the dashboard.

Filters help you explore performance across specific timeframes, properties, or user segments.

Edit and manage dashboards

Modes and editing

Dashboards support two modes:

To save layout or filter changes, switch to Edit mode and click Save changes.

Refresh and data retention

• Dashboard data is cached for up to 30 days

• Each dashboard displays a Last refreshed timestamp

• Click the refresh button to manually reload chart data. New filters are not automatically applied, you must refresh the dashboard to apply them.

Chart behavior

If a saved chart is updated or removed after being added to a dashboard:

Sharing dashboards

Dashboards are visible to anyone in your workspace with access to the parent model and can be shared via link with other workspace members.

Dashboard performance

• Limit dashboards to 20 charts for optimal performance

• If performance is a concern, consider leveraging sampling (fast queries). If enabled, it applies to the entire dashboard, not individual charts. Sampling could impact the accuracy of certain charts.

Example: Campaigns performance dashboard

Goal: Monitor engagement and conversions for Q3 promo campaigns

1. Create a saved chart for audience size over time

2. Create a dashboard named Q3 campaigns monitoring

3. Add:

   • Saved audience size chart

   • Build a chart for "Email delivered"

   • Build a chart for "Checkouts" in-line

4. Apply a Last 30 Days global filter

5. Refresh as needed to monitor performance throughout the campaign