Creating Custom Dashboards

Dashboards let you combine multiple charts and notes into a single view you can revisit and share with your team. Use them for weekly reporting, experiment reviews, and tracking operational health.

Create a dashboard

1. Open Analytics -> Dashboards.
2. Create a new dashboard.
3. Give it a clear name and description.

Only the dashboard owner can edit a dashboard.

Add charts

1. Click Edit.
2. Click Add chart and pick a chart type.

Common chart types:

• KPI: a single number (optionally broken down by a group)
• Line / Bar / Area: trends over time
• Scatter: compare two values across groups
• Heatmap: patterns by weekday and hour
• Pie: share by category
• Funnel: step-by-step conversion (no group breakdowns)
• Table: compare This period vs Previous period
• Note: add context, definitions, and action items

Configure chart data

Open a chart menu (…) and choose Edit manually (or Edit with AI).

Choose a data source

• Conversations: built-in outcomes like resolved, escalated, and satisfaction.
• Events: tracked actions like sessions or product/customer actions.

Tracking event metrics

Event charts rely on a metric name and optional properties. If you do not see an event metric you need, record it from a workflow step where it makes sense (for example, when a workflow starts or after a message is sent).

• Use a stable metric name (for example, product.view).
• Add properties you will want to group or filter on later (for example, channel=chat, tactic=recommendation).

If you choose Events, set Base object:

• Conversation to apply conversation filters and break down events by conversation attributes.
• None to count events on their own.

Build a metric

Each chart is powered by one or more metric rows. Only the last row is shown on the chart; earlier rows can be reused by name.

• Name: a short key (for example, resolution_rate) used for the chart and to reuse earlier rows.
• Metric: what you count.
• Baseline (optional): what you divide by to show a percentage (Count ÷ Baseline).
• Distinct on … (optional): count unique items instead of total events.
• Aggregate across groups (optional): ignore the breakdown and use overall totals.
• Property filters (Events only): limit events to key=value pairs, separated by commas.

Tips:

• Use names and metric names with letters, numbers, underscores, dashes, and dots.
• Avoid spaces and quotes in names.

Groups (breakdowns)

Add one or more group options in the Groups section. In the chart menu, use Group by to switch the breakdown. Funnels and heatmaps do not support group breakdowns.

Filters

Add chart-specific filters in the Filters section. These stack with the global filters in Analytics (including the date range).

Arrange, resize, and export

In edit mode:

• Drag and drop charts to reorder.
• Resize a chart by dragging its edges or corners.

From the chart menu, you can also open a chart in full screen. Table charts can be exported as CSV.

Compare experiments (optional)

From the dashboard actions menu:

• Choose an experiment to compare variants on your dashboard.
• The date range aligns to the experiment window.

Clone and visibility

From the dashboard actions menu:

• Export to download a dashboard file for backup or reuse.
• Clone to create a copy you can modify.
• Toggle Public/Private visibility (owner only).

Next steps

• Understanding Metrics