Use dashboards to organize data

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 put your data on dashboards and keep them at hand.

You can create dashboards for different teams in your company like a marketing, product or HR team. You can build dashboards for website sections like a blog, help center or career page. Or you can organize them in any other way.

In this article, we’ll show you how to create and use dashboards.

Create a dashboard

To build a dashboard, follow these steps:

1. Go to Menu > Analytics.
2. Navigate to Dashboards.
3. On the left, click Add new dashboard.
4. Name the dashboard.
5. Choose the Visibility option: Author or All users. The All users option lets you share the dashboard with your teammates.
   

   

6. On the right, click Add widget and choose from the following types: line chart, bar chart, pie chart, flat table, counter, text or map.
   

   

   Note: A text and map widgets are available from version 16.4.0.

7. Name the widget.
8. 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.
   

   

9. Drag and drop data to the designing space. 
   

   

   Note: When you use a flat table widget on the dashboard, you can set the default sorting options. This lets you always see data in report sorted by the selected dimension or metric.

10. Optionally, apply filters to dimensions or metrics. For example, we can filter pages to see only data for our blog.
    

    

11. Click Refresh preview to sneak peek at the data. The data will appear for the last 7 days. 
    

    

12. When you’re happy with the widget, click Add widget.
13. Create and add other widgets (repeat steps 6 to 13).
14. When done, drag and drop widgets on the dashboards to organize them as you wish.
    

    

15. Optionally, you can star your dashboard to see it first on the list.
    

    

Edit, copy, save as PDF or delete a dashboard

Whenever you need to make changes in dashboard settings, copy a dashboard to another website, export it to a PDF file 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.
2. Navigate to Dashboards.
3. Pick a dashboard you want to work with.
4. On the right, click a three-dot icon. 
   

   

5. Click one of the following options: Edit dashboard settings, Copy dashboard, Delete dashboard, or Save dashboard as PDF.
6. Follow the steps on the screen.

Edit, delete or 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.
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.