Dashboard Overview

Dashboards provide a collective view into your most important reports. Add reports from Insights, Segmentation, Funnels, and Retention in order 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.

Screen_Shot_2018-09-06_at_1.57.19_PM.png

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.

Screen_Shot_2018-09-06_at_2.06.43_PM.png

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.

Screen_Shot_2018-09-06_at_2.08.06_PM.png

Using the Dashboard

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

Screen_Shot_2018-09-06_at_2.12.19_PM.png

By default this will take you to My dashboard (your personal dashboard), but you can choose which dashboard to view by clicking the dashboard name and selecting another dashboard from the list that appears.

Screen_Shot_2018-09-06_at_2.28.51_PM.png

Editing the Dashboard

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

Screen_Shot_2018-09-06_at_2.44.35_PM.png

Click on Edit dashboards to edit the dashboards that card appears on. Click Edit name to change the name of the card, or click on the card name itself to change it. Click Remove to remove that card from the dashboard.

Pin to Mobile

Click the small PIN TO MOBILE button on a card to add it to your mobile dashboard.

Screen_Shot_2018-09-06_at_2.57.11_PM.png

Dashboard Controls

In the top right of the dashboard there are three icons to control the dashboard:

Screen_Shot_2018-09-06_at_2.49.10_PM.png

Click the Refresh icon to instantly update the information on the dashboard.

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

Learn more about Email Digests here.

Is this article helpful?
2 out of 33 found this helpful

Comments

0 comments

Article is closed for comments.