The Dashboards section in the SegmentStream documentation provides a comprehensive explanation of the dashboards module's functionality.
Getting Started
Before delving into the dashboards module, ensure the following:
- Events tracking is set up. For guidance, refer to Events tracking.
- At least one data source is connected. Instructions can be found here: Data Sources.
- Define at least one conversion event. Learn more about setting up conversions here: Conversions.
Navigation
- Access the dashboards module by navigating to the "Dashboards" tab in the main menu.
- Switch between different dashboards by clicking on the dashboard name.
What are Dashboards?
Dashboards are customizable, visual representations of your project's performance metrics. They provide an intuitive overview of your data, enabling you to monitor and analyze key insights at a glance. With Dashboards, you have the flexibility to create multiple views tailored to your specific needs, facilitating progress tracking, trend identification, and informed decision-making.
Date filters
The date filter, located on the top right, allows you to specify a date range to view metrics and charts or compare two distinct periods, such as the previous week.
Creating new dashboards
Your project comes with a default "Overview" dashboard displaying basic metrics, you can either customize it, or create a new one.
To create a new dashboard, click on the name of the current dashboard you are viewing in the left part of the top menu, then click “+ Add dashboard”.
Dashboard customization
To customize a dashboard:
- Click on the three-dot menu at the top right of your screen.
- Select “Edit”. This activates the dashboard's edit mode.
While in edit mode:
- Move each block within the dashboard by dragging and dropping it to your desired location.
- Resize each block by dragging its lower right corner.
- Add new widgets by clicking on the “+ Add widget” button in the top menu.
Adding widgets
To add a new widget, select the type of widget and the metric you want to visualize.
Currently, two types of widgets are supported:
- “Metric”: Displays the numerical value of a metric and shows the change compared to the previous period.
- “Line Chart”: Visualizes data trends over time and allows comparison with data from the previous period.
When selecting a conversion-related metric, an additional field will appear where you must select the conversion on which the metric will be based.