Boards Overview

Overview

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

Use Cases

Boards can be used to keep your whole company on top of your KPIs. Additionally, you can add text to your boards to help tell a compelling story, or highlight specific interpretations of the other reports on boards.

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

Navigating Boards

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

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

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

Your Boards: any boards you create will appear in this section. To create a new board, click "+ New Board" at the top of the directory.

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

Creating a new Board

On the Boards page, click "+ New Board" at the top of the left side directory. The new untitled board 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 board will look like this:

Adding Content to Boards

There are 3 types of content that you can add to a board:

1. An existing report that has already been created
2. A new report that you can make from Insights, Funnels, Flows or Retention
3. A text card to give context to your board

There are a few ways to add an existing report to a board. You can either start on a board, and add reports to it directly, or start from a report and choose the boards to which the report should be added.

• Starting from a board, adding a report can be done via the "Add" button near the top right of the board, or if the board 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 board can be done via the board breadcrumb dropdown at the top left of the report, next to the report's title. Click into the dropdown, then select "Add to another Board."  Choose your board, and a copy of the report will be added to it.
• Starting from another board, select the overflow menu of a report you'd like to add. Select "Make a Copy" and then choose the board you would like to add it to.

Note that adding an existing report always creates a linked copy.

Alter the Arrangement and Appearance of the Board

Mixpanel Boards allow you to rearrange or resize the individual reports contained within the board.

• 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.

Further Learning

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

• Board Context and Formatting - learn how to add richly formatted context to boards
• Board Email Digests — learn how to send a board to yourself and teammates on a recurring basis