Custom Dashboards

Custom Dashboards let you create personalized views of your analytics data. Combine multiple widgets - metrics, charts, and tables - into a single dashboard tailored to your team's needs.

Accessing Dashboards

Navigate to Analytics → Dashboards from the sidebar.

Creating a Dashboard

Click New Dashboard or navigate to /analytics/dashboards/new
Enter a Name for your dashboard
Add an optional Description
Start adding widgets

Dashboard Widgets

Type	Description	Best For
Metric	Single number with trend	KPIs, key metrics
Line Chart	Time series visualization	Trends over time
Bar Chart	Categorical comparison	Comparing segments
Pie Chart	Proportional breakdown	Distribution analysis
Table	Data in rows and columns	Detailed data views
Funnel	Conversion funnel	Conversion tracking

Adding Widgets

Click Add Widget
Select the widget type
Give it a title
Configure the data source
Click Add

Configuring Widgets

Each widget type has specific configuration:

Select an event
Choose metric: Event Count or Unique Users
Displays the value with optional trend indicator

Line/Bar Chart

Select an event
Choose metric type
Data shows over the dashboard date range

Pie Chart

Select an event
Choose a property for breakdown
Shows distribution of property values

Configure columns and data source
Supports sorting and pagination

Select a saved funnel
Displays funnel visualization

Grid System

Dashboards use a 12-column grid:

Widgets span columns (width) and rows (height)
Smaller widgets: 3-4 columns
Medium widgets: 6 columns
Full-width widgets: 12 columns

Resizing Widgets

Enter Edit mode
Click the Settings icon on a widget
Adjust Width (columns) and Height (rows)
Save changes

Size	Columns	Rows	Good For
Small	3	2	Metric cards
Medium	6	4	Charts
Large	6	5	Tables, funnels
Full	12	4-6	Wide visualizations

Managing Dashboards

Edit Mode

Click Edit to:

Add new widgets
Remove widgets (X button)
Configure widget settings
Reorder widgets (drag and drop)

Campaign widgets

Campaign filter

The campaign select offers an All Campaigns option (the first item in the list) plus each campaign in your workspace. "All Campaigns" means every campaign - journey sends are not folded in, whichever way the widget is grouped. Use the Canvas data source for those.

Message channel filter

Toggle any subset of: Email, SMS, Push, WhatsApp, Viber, In-app. There is no webhook option: a webhook call reaches no person, so campaign widgets - whose counts all mean "people we messaged" - leave those rows out.

Per-channel metric support

Some metrics are only emitted by some channels:

Metric	Channels that emit it
`opened` / `open_rate` / `ctr`	Email, WhatsApp, Viber
`clicked` / `click_rate`	Email, SMS, Push, WhatsApp, Viber, In-app
`sent` / `delivered`	Every channel
`conversions`	In-app only

In-app is not an open-tracked channel: the impression is the open, so there is no second step to count. ctr follows the open list, because it needs opens to divide by. And conversions counts the in-app conversion event; a message-channel row reports it as unmeasured rather than as zero.

When a widget's metric cannot be measured for the channels selected, it is not drawn as 0.0%. A metric or number widget renders the words "Not measured", and a table renders - in each affected cell, with the hint "The selected channels do not emit this metric" on hover. That keeps "this channel doesn't emit this metric" apart from "zero opens this period" - and it applies with no channel filter set too, so a mixed row cannot quietly dilute the email figure beside it.

E-Commerce widgets

Alongside Event, Campaign and Canvas, widgets can draw from an E-Commerce data source - powered by your synced orders and RFM analysis (no event configuration needed). Pick E-Commerce as the data source, then choose a metric:

Metric	Best widget type	Shows
Total Revenue	Metric	Revenue in your base currency for the period
Total Orders	Metric	Order count for the period
Unique customers	Metric	People who placed at least one order in the period, counted once each
Average Order Value	Metric	Revenue ÷ orders
Revenue Over Time	Line / Bar	Daily revenue trend
Orders Over Time	Line / Bar	Daily order trend
RFM Segment Distribution	Bar / Pie	Customers per RFM segment

The metric list narrows to the ones that fit the widget type you picked. Revenue figures are normalized to your base currency (see Multi-Currency Reporting), and both revenue and the order count exclude cancelled and fully refunded orders, so the two describe the same set of orders. Revenue Over Time and Orders Over Time follow the dashboard's own date range. You can also just ask the AI assistant to "build a revenue dashboard" and it will propose these widgets for you.

Bot exclusion

Dashboard widgets, like every other aggregate analytics surface, exclude bot-flagged events by default. This prevents bots from inflating engagement metrics. See Event Explorer → Bot exclusion for the full breakdown of what gets flagged and where the exclusion applies.

Date Range

Control the time period for all widgets on your dashboard:

Click the Date Range dropdown at the top of the dashboard
Select a preset:
- Today
- Yesterday
- Last 7 days
- Last 30 days
- This month
- Last month
- All time
- Custom (select start and end dates)
All widgets update to show data from the selected period

Ranges are drawn in your workspace timezone and cover the whole of the end day, so "Today" returns today. A saved dashboard with a relative range re-resolves it on each load, and "months" means calendar months rather than blocks of 30 days.

Property Filters

Filter widget data by event properties to drill down into specific segments:

Adding Filters

Click Add Widget or edit an existing widget
In the widget configuration, expand the Filters section
Click Add Filter
Each filter renders as a two-row layout:
- Row 1: property select (full panel width) + delete icon
- Row 2: operator select + value input
Add multiple filters as needed (filters are combined with AND)

This two-row layout keeps the property picker readable inside the narrow widget-editor side panel - long property names no longer get squeezed into a chevron.

Filter Operators

Operator	Description	Example
equals	Exact match	`country` equals `US`
not_equals	Does not match	`plan` not equals `free`
contains	Contains substring	`url` contains `/pricing`
not_contains	Does not contain	`url` not contains `/admin`
gt	Greater than	`price` gt `100`
gte	Greater than or equal	`quantity` gte `5`
lt	Less than	`age` lt `30`
lte	Less than or equal	`score` lte `50`
is_set	Property exists	`utm_source` is set
is_not_set	Property doesn't exist	`coupon` is not set

Filter Examples

Page views on specific pages:

Event: page_view
Filter: url contains /checkout

Mobile users only:

Event: button_click
Filter: device equals mobile

High-value purchases:

Event: purchase
Filter: amount gt 100

Saving Changes

Click Save to persist your changes. Dashboard changes are saved per-workspace.

Deleting Dashboards

Enter Edit mode
Click Delete
Confirm deletion

Warning: This action cannot be undone.

Dashboard Examples

Executive Overview

┌─────────────────┬─────────────────┬─────────────────┬─────────────────┐
│   Active Users  │  Total Events   │  Conversion     │   Revenue       │
│     (Metric)    │    (Metric)     │    (Metric)     │   (Metric)      │
├─────────────────┴─────────────────┴─────────────────┴─────────────────┤
│                                                                        │
│                    Daily Active Users (Line Chart)                     │
│                                                                        │
├────────────────────────────────────┬───────────────────────────────────┤
│                                    │                                   │
│    Signup Funnel (Funnel)          │    Users by Country (Pie)         │
│                                    │                                   │
└────────────────────────────────────┴───────────────────────────────────┘

Product Analytics

┌─────────────────┬─────────────────┬─────────────────┬─────────────────┐
│  Feature A Use  │  Feature B Use  │  Feature C Use  │  Feature D Use  │
├─────────────────┴─────────────────┼─────────────────┴─────────────────┤
│                                   │                                    │
│   Feature Usage Trend (Line)      │   Usage by Plan (Bar)              │
│                                   │                                    │
├───────────────────────────────────┴────────────────────────────────────┤
│                                                                        │
│                    Top Events Table                                    │
│                                                                        │
└────────────────────────────────────────────────────────────────────────┘

Marketing Dashboard

┌─────────────────┬─────────────────┬─────────────────┬─────────────────┐
│   Signups       │   Trial Starts  │   Conversions   │   CAC           │
├─────────────────┴─────────────────┴─────────────────┴─────────────────┤
│                                                                        │
│                    Signups by Channel (Line Chart)                     │
│                                                                        │
├────────────────────────────────────┬───────────────────────────────────┤
│                                    │                                   │
│    Traffic by Source (Pie)         │    Trial → Paid Funnel            │
│                                    │                                   │
└────────────────────────────────────┴───────────────────────────────────┘

Best Practices

Design for Your Audience

Executives: High-level metrics, trends, KPIs
Product Managers: Feature usage, conversion funnels
Marketing: Acquisition metrics, channel performance
Support: User activity, issue tracking

Keep It Focused

One dashboard = one purpose
6-10 widgets is usually enough
Too many widgets = information overload

Use Consistent Metrics

Define what "active user" means across widgets
Use the same time ranges where possible
Align on metric definitions with your team

Prioritize Important Data

Put key metrics at the top
Use larger widgets for important visualizations
Place related widgets near each other

Name Things Clearly

Dashboard name should indicate purpose
Widget titles should be self-explanatory
Add descriptions for context

When you edit a dashboard, you control who can see it with three visibility modes:

Private - only you, the creator, can see it.
Specific people - only the members and teams you choose can see it.
Everyone - everyone in the workspace can see it.

Editing still requires the appropriate permissions, whoever the dashboard is shared with.

Event Explorer - Find events for widgets
Funnel Analysis - Create funnels to embed
Analytics Overview - Default analytics dashboard

Accessing Dashboards​

Creating a Dashboard​

Dashboard Widgets​

Widget Types​

Adding Widgets​

Configuring Widgets​

Metric Widget​

Line/Bar Chart​

Pie Chart​

Table Widget​

Funnel Widget​

Widget Layout​

Grid System​

Resizing Widgets​

Widget Sizes​

Managing Dashboards​

Edit Mode​

Campaign widgets​

Campaign filter​

Message channel filter​

Per-channel metric support​

E-Commerce widgets​

Bot exclusion​

Date Range​

Property Filters​

Adding Filters​

Filter Operators​

Filter Examples​

Saving Changes​

Deleting Dashboards​

Dashboard Examples​

Executive Overview​

Product Analytics​

Marketing Dashboard​

Best Practices​

Design for Your Audience​

Keep It Focused​

Use Consistent Metrics​

Prioritize Important Data​

Name Things Clearly​

Sharing & visibility​

Related​