Dashboard Overview

Dashboards provide a collective view into your most important reports.

Add reports from Insights, Funnels, and Retention to track changes to these reports regularly and simultaneously.

Create personal dashboards, project dashboards, or team dashboards depending on what you would like to track more closely.

Adding Reports to a Dashboard

To add a report to your Dashboard, click the Add to dashboard icon in the upper right-hand corner of the report.

A pop up list will appear that shows all of the available dashboards. Check the box next to any dashboards you would like to add the report to, and click Apply.

You can add reports to dashboards that have an event broken down by up to two properties. Reports with more than one event that are broken down by more than one property are not supported by dashboards. 

The following example Insights report is supported:

A report where the event “App Open” is broken down by the “City” property and the “App Version” property. 

The following example Insights report is not supported:

A report where the event “App Open” is broken down by the “City” property, “App Version” property, and “Operating System” property.

You can search for and select existing dashboards by name, or create a new dashboard.

To create a new dashboard, click Create new dashboard and type the name of the new dashboard in the text field that appears.

Viewing Your Dashboards 

Click on the Dashboard icon in the top left of the Mixpanel header to view your dashboards.

Choose which dashboard to view by clicking anywhere on the dashboard name. 

Dashboard Edit Controls

Click the Add report button to select a saved report from your project to add it to the dashboard.

Click the three dot drop down and select Edit dashboard  to change the name and description of the dashboard, and to access visibility and editing controls for the dashboard.

Control Visibility

Decide whether or not you want the rest of your team to see your dashboard by selecting HIDDEN or VISIBLE below the description field.

When you select HIDDEN, other project members will not see your dashboard in the drop-down menu. Other project members can view the dashboard if they have a direct link.

When you select VISIBLE, all other project members will see your dashboard in the dropdown menu. 

Control Editing

The RESTRICT CHANGES option is checked by default. This stops other project members from editing your dashboard. Uncheck the box to allow other project members to edit your dashboard.

Project owners can always make changes.

Other Edit Controls

Click the three dots to open additional tools, which include:

• Email Digests
• Enter TV mode
• Refresh cards
• Edit dashboard
• Delete dashboard
• Create dashboard
• Manage dashboards

Click TV Mode to view the dashboard as a presentation, which will automatically refresh every ten minutes.

Dashboard Filters 

Click the Filter button to select filters to edit what you see in all the reports in the dashboard. 

You can filter your dashboard by a date range, event properties, user profile properties, or one or more cohorts. These filters will apply to all cards on the dashboard. If you click on a report card on the dashboard to view the report, your filters will persist in the report.

To save the selected filters to your dashboard click the Save Changes button.

To create a temporary cohort for the current report select Create cohort under the cohort filter or breakdown. A window will pop up where you can specify the restrictions of your cohort. Learn more about building a cohort here.

Editing Dashboard Cards

Hover over a dashboard card and click on the three vertical dots that appear to see settings for each card.

Click Edit name to change the name of the card. Click Remove to remove that card from this dashboard.

Click on the dots at the top of the dashboard card to move the card around the dashboard to reorganize.

Click the + or - buttons on the right edge of the dashboard card to resize it.

Chart Types

To view a different chart type on your cards, select the Chart at the top of the card and choose your preferred chart type from the drop-down list.

The following chart types are available:

• Insights:
  • Bar 
  • Stacked bar
  • Line
  • Stacked line
  • Metric
  • Pie
• Funnels:
  • Trends
  • Steps
  • Metric
  • Median time to convert
• Retention:
  • Bar
  • Metric