Get started with your Dashboard
January 23, 2018
How can I get started with my dashboard?
By default, Piwik PRO takes you to the dashboard screen when you log in. In other words, the first thing you see upon entering the tool is a customized (by you) overview of all the most important data. Here is where you have everything you want at your fingertips!
1. Setting up a new dashboard
To set up a new dashboard or customize your current one from the dashboard view, navigate to the drop-down menu under Dashboard, the farthest right button in the menu bar below where your user name is.
Here you can choose to Create a new dashboard or alternatively Manage dashboard.
When choosing to create a new dashboard, you will be prompted to give the dashboard a name and to choose either the default widget selection or to start with an empty dashboard, which you can customize later.
**PRO tip** When creating a new dashboard it’s useful to choose a very specific name to identify it, based on the set of information it is displaying. This way you will be able to quickly find and select it for comparison later.
2. Customizing your dashboard
Once you have a dashboard created, it’s time to take control of it!
Piwik PRO lets you choose one of nine different layouts for your dashboard. You will be prompted to choose a layout design when you start the dashboard setup, but you can also change it at any time under the Manage dashboard option.
With your layout determined, you can begin adding widgets.
Piwik PRO widgets work like individual “windows” and let you display a range of data and metrics.
For instance you may wish to get insights into:
- Visitor Settings
There are 14 categories of widgets in total – all accessible under the Dashboard drop-down menu in the upper right of the dashboard display.
When you have selected all the widgets you wish to display, you can easily rearrange them – just drag and drop them from one column to another so that they are shown the way you want.
For greater visibility and to maximize your device’s screen space, you can also “minimize” widgets or expand them to a pop-up window.
It’s also important to note that you can “update” the data shown in your widgets – just click the refresh button at the top of each widget window. If you have been idle for some time, refreshing the data will automatically give you the latest results.
**PRO tip** Resist the urge to “dump” data onto your dashboard. There may be the temptation to keep an eye on as many metrics as possible, but try asking yourself “What concrete actions do I want to take after viewing this dashboard? Then select the widgets that will provide the data you need to ake them.
**PRO tip #2** Check out even more ways to customize your Piwik PRO Dashboard!
3. What can I Do on the Dashboard?
With your dashboard set up, it’s time to start using it!
Obviously the main strength of your dashboard is the ability to quickly cover the main data sets that are important to you. Each widget gives you a bite-sized look at a particular metric or group of metrics. But you can also take a closer look at your data by going deeper into each widget and what it shows.
For instance you can enlarge the Visitor log report using the “Maximize” button in the top right corner to see results more clearly. From that window you can click on View visitor profile to see each individual visitor and his or her actions displayed in even more detail.
Another example is the Visits over time widget. By default, this report shows – just as the name suggests – Visits over a given period of time. However, clicking the small graph icon under the widget title will bring up a popup menu where you can choose to plot more metrics on the same graph.
Likewise, there may also be times when you want to explore historical data for an individual item within a report.
If you are looking at the Pages widget window you may wish to see what has been happening with that page over time. To do this, all you have to do is hover over the line item and then click the graph icon which appears. This will show you the Row Evolution of that particular Page Title – and allow you to plot a range of metrics for the given time frame.
4. Dashboards and segments
Dashboards are great for giving you a clear, precise view of the data you need. But they become even more powerful when combined with Piwik PRO segments.
(Pssst – you can learn more about segmentation in Piwik PRO right here.)
Your list of segments resides in the drop-down menu immediately to the left of the Dashboard menu.
By default, Piwik PRO displays the data in all the widgets on your Dashboard for All Visits. When you choose to apply a different segment, the data will be automatically filtered across all widgets.
In some cases, this may result in a widget being empty. But never fear – your analytics are still working correctly!