Manage Dashboards

Any Segmentation, Funnel, Cohort, or Users query may be saved to a dashboard. Dashboards are often used to:

1. Monitor your core KPIs on a regular basis
2. Quickly explore data anomalies
3. Share periodic results with a team, department, or executives

Dashboards can be accessed using the Saved section in the navigation menu. This article will focus on managing your dashboard settings. For more information on building dashboards, check out the Dashboards: Getting Started article.

Dashboard Settings

To access your Dashboard Settings, click on "Manage" in the top right corner of your dashboard. Then, select "Dashboard Settings"

Title

Type your desired dashboard name in the "Title" field. You may also rename your dashboard by clicking into the dashboard title in the top left corner of your dashboard.

Description

Type your desired dashboard description in the "Description" field.

Your new description will be reflected in the top left corner of your dashboard.

Widget Layout Flow

In your dashboard settings, you may also select your Widget Layout Flow.

• Free Flow lets you place your dashboard analyses wherever you choose. 
• Auto Flow automatically compacts analyses to the top of your dashboard.

For more information on organizing your dashboard, check out the Dashboard Visualization article.

Dashboard Layout Mode

In your dashboard settings, you may choose to display your dashboard in screen mode, or in print mode.

• Screen Mode is optimized for web browsers. This is the default layout mode.
• Print Mode is optimized for printing your dashboard, and for scheduled reports. 

In print mode, you may choose to display the following:

• Show simulated paper
• Show title
• Show description
• Show date uploaded

For more information on screen mode and print mode, check out the Dashboard Visualization article.

Widget Color Matching

The Widget Color Matching feature within dashboard settings allows Indicative users to easily digest the widgets of their dashboards. Widgets that share the same series will now match visualization colors for easy comparison across the dashboard. 

Note that undefined values will always be colored black.

Accessing Widget Color Matching

In your dashboard settings, you may choose to synchronize the colors of identical series across all widgets within a dashboard by turning on Widget Color Matching.

Turning on Widget Color Matching enabled corresponding series within the two Measuring the Impact of a Specific Action on the Customer Journey widgets to color match. 

Note: Colors persist even when opening a widget from a dashboard. 

Series Color Matching

Although different widgets may query different events, series can still color match if they share the same breakout value. 

Notice that the Funnel widget and the Segmentation widget below share the same breakout values.
Although both widgets measure different events, their overlapping breakout values share the same color.

Identical series are defined as the following: 

• Segmentation: Identical series are defined by Total Count Of/Users Who Performed selection, event name, and breakout values
• Frequency: Identical series are defined by frequency groupings

• Funnel: Each step within a funnel is defaulted to a green color unless there are breakout values.

Journeys: Defined by event name

Full Screen

In your dashboard settings, you may toggle full-screen mode settings.

You may toggle the following:

• Show title
• Show description

You may also copy to your clipboard a direct link to a full-screen version of your dashboard. For more information on full-screen mode, check out the Dashboard Visualization article.

Dashboard Folders

There are two types of folders in which Dashboards may be stored:

• Personal Folders: May only be viewed by the individual who created them
• Team Folders: May be viewed by all users in your Indicative project

For more information on Personal vs. Team folders, see the Dashboards: Getting Started article.

Public Access

A dashboard may also be made publicly available. This means that anyone with the Public Access Link can view your dashboard. To make a dashboard publicly available, either click the "Public Sharing Off" icon at the top of your screen, or check the "Enable Shareable Link" checkbox in dashboard settings.

Then, simply click to copy your shareable link to your clipboard. You may also generate a new public link by clicking "Generate New Link".

Filtering Public Dashboards via API

Indicative supports the ability to filter public dashboards programmatically via an API. You may create variants of your public dashboards by bulk adjusting each analysis’ Date Ranges, Time Zones, Query Intervals, and Property Filters.

To configure this, please see our Dashboard Filter API documentation. Please note that this feature requires advanced instrumentation from a technical resource.

When refreshing dashboards, Indicative uses an algorithm to balance data ‘freshness’ and efficient resource utilization. When first applying a new filter to a dashboard or widget, please allow up to 15 minutes for changes to be reflected in the dashboard’s variants. Subsequently, each request to render a dashboard or widget will display the most recently cached result before initiating an update.

Duplicate Dashboard

To duplicate a dashboard, select "Manage" in the top right corner of your dashboard. Then, select "Duplicate Dashboard". Select a name for your new dashboard, and select a folder to save your dashboard in. Choose "Duplicate" to finalize your dashboard duplication, or choose "Cancel" if you've changed your mind. 

You may also duplicate your dashboard upon hover in the Views dropdown.

Delete Dashboard

To delete a dashboard, select "Manage" in the top right corner of your dashboard. Then, select "Delete Dashboard". You will then be asked to confirm if you want to delete your dashboard. Please note that any analyses saved to a deleted dashboard will not be recoverable.

You may also delete your dashboard upon hover in the Views dropdown.