Organize data with dashboards

Analytics new

There are days when you are drowning in web data and skipping from one report to another hoping to find the numbers you need, immediately! It’s no fun, we know that. But, no worries, you can better organize your data and keep the information you need on dashboards.

Dashboards are collections of widgets that show you selected data. For example, a dashboard can show you data for the blog on your website such as visitors, page views, popular posts, average time on page, and newsletter subscriptions.

You can create dashboards for different teams in your company such as a marketing, development, or HR team. Or you can build dashboards for sections on your website such as a blog, help center, career, and more.

There are countless possibilities for creating dashboards, so before you start, think thoroughly what you need, and then hop on and create one. In this article, we’ll show you how.

Create a dashboard

To build a dashboard, follow these steps:

  1. Go to Menu > Analytics (new).
  2. Navigate to Dashboards.
  3. On the left, click Add new dashboard.
  4. Name the dashboard.
  5. Choose the Visibility option: dashboard author or all users. The all users option lets you share the dashboard with your teammates.
  6. On the right, click Add widget.
  7. Choose the type of the widget: line chart, bar chart, pie chart, flat table, or counter and click Choose type.
  8. Name the widget.
  9. On the right, pick data that you want to see on the dashboard. Depending on the widget type, you can choose only metrics or dimensions and metrics.
  10. Drag and drop data to the designing space.
  11. Optionally, apply filters to dimensions or metrics. For example, we can filter pages to see only data for our blog.
  12. Click Refresh preview to sneak peek at the data. The data will appear for the last 7 days.
  13. When happy with the widget, click Add widget.
  14. Create and add other widgets (repeat steps 6 to 13).
  15. When done, drag and drop widgets on the dashboards to organize them as you wish.

Edit, copy, and delete a dashboard

Whenever you need to make changes in dashboard settings, copy a dashboard to another website or remove it, you can do it with a few clicks.

To edit settings, copy or delete a dashboard, follow these steps:

  1. Go to Menu > Analytics (new).
  2. Navigate to Dashboards.
  3. Pick a dashboard you want to work with.
  4. On the right, click a three-dot icon.
  5. Click edit, copy or delete.
  6. Follow the steps on the screen.

Edit, delete and export a widget

Anytime, you can edit, remove or export the widget on the dashboard.

To edit, delete or export a widget, follow these steps:

  1. Go to Menu > Analytics (new).
  2. Navigate to Dashboards.
  3. Pick a dashboard you want to work with.
  4. Pick a widget you want to work with.
  5. On the right, click a three-dot icon.
  6. Click edit, remove or export.
  7. Follow the steps on the screen.

Dashboard examples

As we’ve already said, there are countless ways to create a dashboard and how you approach it depends on what you need. We like dashboards because they give us so much flexibility and we don’t need to create spreadsheets to present data that are important for our business.

We’d like to give you one example of a dashboard. It’s a dashboard showing goals on a sample Clear Bank’s website. It can serve you as an inspiration to create the dashboard for goals on your website.

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