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

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

Dashboard Widgets

Widget Types

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

1. Click Add Widget
2. Select the widget type
3. Give it a title
4. Configure the data source
5. Click Add

Configuring Widgets

Each widget type has specific configuration:

Metric Widget

• 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

Table Widget

• Configure columns and data source
• Supports sorting and pagination

Funnel Widget

• Select a saved funnel
• Displays funnel visualization

Widget Layout

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

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

Widget Sizes

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. Picking "All Campaigns" aggregates across the whole workspace.

Message channel filter

Toggle any subset of: Email, SMS, Push, WhatsApp, In-app, Webhook. Webhook is included so you can build widgets scoped to webhook-only campaigns.

Per-channel metric support

Some metrics are only emitted by some channels:

Metric	Channels that emit it
opened / open_rate	Email, In-app
clicked / click_rate / ctr	Email, In-app, SMS, WhatsApp, Push
sent / delivered / conversions	All channels (including Webhook)

When a table widget's channel filter is restricted to channels that don't emit the chosen metric (e.g. "open rate" with Webhook + SMS selected), every row renders as - instead of 0. This makes "this channel doesn't emit this metric" easy to tell apart from "zero opens this period". Hovering shows the tooltip "This metric isn't emitted by the selected channels."

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
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 revenue excludes cancelled/refunded orders. 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:

1. Click the Date Range dropdown at the top of the dashboard
2. Select a preset:
   • Today
   • Yesterday
   • Last 7 days
   • Last 14 days
   • Last 30 days
   • Last 90 days
   • Custom (select start and end dates)
3. All widgets update to show data from the selected period

Property Filters

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

Adding Filters

1. Click Add Widget or edit an existing widget
2. In the widget configuration, expand the Filters section
3. Click Add Filter
4. Each filter renders as a two-row layout:
   • Row 1: property select (full panel width) + delete icon
   • Row 2: operator select + value input
5. 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

1. Enter Edit mode
2. Click Delete
3. 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

Sharing & visibility

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.

Related

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