Dashboards Basics

Overview

Mixpanel Dashboards allow you to view all your most important metrics at a glance. Add Insights, Funnels, and Retention reports to a dashboard to be able to track those metrics both regularly, and simultaneously.

Create personal dashboards or project dashboards and share them with your team to help you and your colleagues stay on top of your metrics.

Navigating Dashboards

The best way to navigate to existing dashboards within your Mixpanel project is the directory on the lefthand side of the page. This directory makes it easy to access your most-used dashboards by organizing them into several sections:

Favorites: to favorite a dashboard, click the "Favorite" button at the top right of that dashboard. Once you've done so, it will appear in the favorites section at the top left of the dashboards page.

Pinned: pinned dashboards are important dashboards for your organization. Mixpanel users with the Admin or Owner roles will be able to pin a dashboard such that it appears in the Pinned section for every project member.

Created by You: any dashboards you create will appear in this section. To create a new dashboard, click the large "plus" icon at the top left of the page.

Finally, you can search for the most viewed, most recently modified, or all dashboards via the respective links at the bottom left of the page.

Building your First Dashboard

Building a dashboard is a simple matter of adding a few existing reports - it takes just a few seconds and a couple clicks!

Imagine your product is the iOS app for a B2B messaging tool. You might use Mixpanel Dashboards to keep track of some basic metrics like:

• Unique users segmented by city (Insights)
• Signup conversion rate segmented by marketing medium (Funnels)
• Retention segmented by onboarding variant (Retention)

Feel free to follow along and create your own report right in our demo project, here. To skip ahead and see the final result, click here.

Step 1: Create a new Dashboard

On the Dashboards page, click the large "plus" button at the top left of the page. In the resulting popup, enter the dashboard's name, and optionally give it a description. Click "save," and your new dashboard will be created. At this point, your empty dashboard will look like this:

Step 2: Add Reports

There are two ways to add a report to a dashboard. You can either start on a dashboard, and existing add reports to it directly, or start from a report and choose the dashboards to which the report should be added.

• Starting from a dashboard, adding a report can be done via the "Add Report" button near the top right of the dashboard, or if the dashboard is empty, from the center of the page. This will open a popup from which you can select any number of Insights, Funnels, and Retention reports. Select the appropriate reports, then click "Add Reports" at the bottom right of the popup.
• Starting from a report, adding the report to a dashboard can be done via the "Add to Dashboard" button near the top right of any Insights, Funnels, or Retention report. This will open a dropdown from which you can select any existing Dashboard, or create a new dashboard. Select as many dashboards as you like, then click "Add" at the bottom of the dropdown.

In this case, we'll add the existing reports, "iOS Message Senders by City," "iOS Signup Conversion by UTM Medium," and "iOS Retention by Onboarding Variant." After adding, your dashboard should look like this:

Step 3 (optional): Set the Date Range, or Add Filters

Mixpanel Dashboards allow you to alter some aspects of the queries within each of the reports on that dashboard, making it simple to ensure every report is showing results from a consistent set of data.

• To edit the date range of the dashboard, select from any of the presets, or define your own date range via the date selector just below the dashboard title. After doing so, all reports on the dashboard will cover the same date range.  By default, all reports will display the date ranges and filter sets they were originally saved with.
• To add a filter to the dashboard, click the Filter button directly to the right of the date selector. Choose any property or cohort, and it will be applied to all reports on the dashboard.

NOTE: applying date ranges and filters on a dashboard does not change the queries saved in each individual report; instead, it only changes the data displayed when you view those reports in the current dashboard.

Step 4 (optional): Alter the Arrangement and Appearance of the Dashboard

Mixpanel Dashboards allow you to rearrange or resize the individual reports contained within the dashboard. Additionally, each report on a dashboard can visualize data in a variety of ways.

• To change the order of reports, simply click and drag any report to your desired position.
• To resize a report, hover over it, then use the "plus" and "minus" buttons on the right of the report to change its width.

• To change a report's chart type, click the "..." menu at the top right of the report, then choose from the available chart types in the resulting dropdown. In addition to the standard chart types supported by each report, Dashboards includes another "Metric" visualization which summarizes the chart with one large number.

After some arrangement changes, our dashboard now looks like this:

Step 5: Save and Share the Dashboard

Once you are satisfied with the content and appearance of your dashboard, be sure to save it via the "Save" button at the top right. Additionally, consider sharing your dashboard with colleagues to keep them up to speed on your work. 

Further Learning

While this article covers the basics of Dashboards, you can learn more about its capabilities in the following additional articles:

• Dashboard Email Digests — learn how to send a dashboard to yourself and teammates on a recurring basis
• Retention Report on Dashboard — learn how the Retention report displays data on Dashboards