Dashboards Basics

Overview

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Mixpanel Dashboards allow you to view all your most important metrics at a glance. Add Insights, Flows, Funnels, and Retention reports to a dashboard to be able to track those metrics both regularly and simultaneously. Additionally, you can add text to your dashboards to help tell a compelling story, or highlight specific interpretations of the other reports on dashboards.

Create personal dashboards or project dashboards and share them with your team to help you and your colleagues understand and 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:

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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 "+ New Dashboard" at the top of the directory.

Finally, you can search for all dashboards, or recently viewed dashboards, at the top of the directory.

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 "+ New Dashboard" at the top of the left side directory. The new untitled dashboard will be created immediately, but you may wish to give it a name. To do so, click the current title, then type the desired name. At this point, your empty dashboard will look like this:

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Step 2: Add Reports

There are two ways to add a report to a dashboard. You can either start on a dashboard, and 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 choose to create a new report of any type, or add an existing report.
  • Starting from an existing report, adding the report to a dashboard can be done via the dashboard breadcrumb dropdown at the top left of the report, next to the report's title. Click into the dropdown, then select "Add to another Dashboard."  Choose your dashboard, and a copy of the report will be added to it. There are several ways to add existing reports to dashboards, detailed here.

In this case, we'll add the existing reports, "iOS Message Senders by City," "How do users get from Landing Page to Signup?", "iOS Signup Conversion by UTM Medium," and "iOS Retention by Onboarding Variant." After adding, your dashboard should look like this:Screen_Shot_2022-01-07_at_2.32.20_PM.png

 

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.  Both date ranges and filters can be added by clicking "Add Filter" at the top right of the dashboard.  This will open a row, shown below, where the date range can be selected, and filters can be applied.

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By default, date ranges and filters are temporary, allowing you to explore the data without overwriting the dashboard. But, if you wish to save the date range and filter selections you've made to the dashboard, so they'll appear for other users as well, click "Save to 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. If you click into a report from the dashboard, however, Mixpanel will maintain the date range and filters to ensure you see data consistent between the dashboard and report. Navigate to the report on its own, though, and you'll see the report's original saved date range and filters.

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, via the gripper icon at the top right of the report.
  • 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 gripper icon at the top right of the report, hover over "Chart Type," then choose from the available chart types in the resulting dropdown.

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Step 5: Share the Dashboard

Once you are satisfied with the content and appearance of your dashboard, be sure to consider sharing your dashboard with colleagues to keep them up to speed on your work.  Sharing can be done from the "Share" button at the top right of the dashboard.

 

Adding Text to Dashboards

While a chart on its own is useful, a chart plus an interpretation is much more valuable. Help your colleagues understand your dashboards by weaving reports and context to create a compelling, persuasive story around your data.

To add text to a dashboard, click "Add" at the top right of that dashboard. At the bottom of the resulting dropdown, choose "Text." This will create a new dashboard card where you can enter your desired text.

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Currently, text on dashboards is limited to plain text, but stay tuned for natural improvements like text styling and hyperlinks in the near future.

Further Learning

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

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