Use dashboards to organize data

There are days when you’re drowning in web data and jumping from one report to another, hoping to find the data you need right away! It’s no fun, we know it. But don’t worry, you can put your data on dashboards and have it always at hand.

You can create dashboards for different teams in your company, like marketing, product or HR. You can also make dashboards for different parts of your website, like your blog, help center or career page. Or you can organize your data in other ways.

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 a dashboard.
4. Name the dashboard.
5. In Visibility set: Author or All users. The All users option lets you share this dashboard with your teammates.
   

   

6. (Optional) Check All sites & apps to make this dashboard visible across all sites and apps.
7. Click Save.
8. On the right, click Add a widget and choose one of the following types: Line chart, Bar chart, Pie chart, Flat table, Counter, Text or Map.
   

   

   Note: Text and map widgets are available from version 16.4.0.

9. Name the widget.
10. On the right, pick the data you want to see on the dashboard. Depending on the type of widget, you can only select metrics or a combination of metrics and dimensions.
    

    

11. Drag and drop the data to the designing space. 
    

    

    Note: For a flat table widget, you can set default sorting options. This makes the data in the report always appear in a specific order based on the selected dimension or metric.

12. (Optional) Apply filters to dimensions or metrics. For example, if we want to see only data from our blog, we can apply a filter like this: Page URL contains blog.
    

    

13. Click Refresh preview to take a sneak peek at the report. The preview shows data for the last 7 days or other 7 days when data is available. 
    

    

14. When you’re happy with the widget, click Add a widget.
15. Create and add other widgets.
16. When done, drag and drop widgets to where you want them on your dashboard.
    

    

17. (Optional) You can star your dashboard to make it appear at the top of the list.
    

    

18. Task completed! Your dashboard is ready.

    Tip: You can quickly send a link to your dashboard to your teammates. Simply click Share in the upper right corner. Just note that the shared dashboard needs to be visible to all users – not only to you – and they need to have access to your site/app.

Edit, copy, save as PDF or delete a dashboard

At any time, you can easily make changes to your dashboard, copy it to another site/app, export it as a PDF or delete it.

To do this, follow these steps:

1. Go to Menu > Analytics.
2. Navigate to Dashboards.
3. Pick the dashboard you want to work with.
4. On the right, click the ⋯ three-dot icon. 
   

   

5. Click one of the following options: Edit, Copy, Delete, Save as a PDF or Create a PDF scheduled report.
6. Follow the steps on the screen.
7. All done!

Edit, copy, delete a widget or export widget data

At any time, you can quickly edit your widget, copy it to another site/app, delete it or export data from the widget.

To do this, follow these steps:

1. Go to Menu > Analytics.
2. Navigate to Dashboards.
3. Pick the dashboard you want to work with.
4. Pick a widget.
5. On the right, click the ⋯ three-dot icon.
   

   

6. Click Edit, Copy, Remove or Export data.
7. Follow the steps on the screen. 
8. All set!

Dashboard examples

Dashboards are a great tool because they let you flexibly display data essential for your business. Instead of creating spreadsheets, you can create dashboards that automatically present your data.

To spark some ideas, here’s an example of a dashboard that displays goals on a sample Clear Bank website. Use it as inspiration for creating your own dashboard.