Insights dashboards

An Insights dashboard is a page of numbers and charts about your workspace that you put together yourself. Each tile on a dashboard is an insight: one number or one chart, such as the new posts of the last 30 days, votes by status, or your NPS over time. Build one dashboard for your weekly product review, another for support, and a third for a launch. Everyone on your team opens the same page and sees the same numbers, so nobody has to rebuild the report by hand. You find your dashboards in the left sidebar under Analytics → Insights.

​

Create a dashboard

​

What the Overview template contains

Overview gives you a useful first dashboard in one click. It uses only feedback and page view data, so none of its insights is locked by your plan. Every insight in the template can be changed, moved, or removed afterwards, just like one you add yourself.

​

Read a dashboard

Click a dashboard in the list to open it. Each insight shows its title in the top left and the number or chart below it.

• Numbers compare with the previous period. Below a number you see the change against a period of the same length just before, for example the 30 days before the last 30 days. If there’s nothing to compare against, the comparison is left out.
• Charts show exact values on hover. Move your pointer over a line, a column, or a donut slice.
• Lists link to the post. In a list of top posts, click a post to open it.
• Long breakdowns are shortened. A bar chart shows as many rows as fit and ends with “+N more”. A donut shows the five largest parts and groups the rest as Other. To see more rows, make the insight taller (see Move and resize insights).

What each metric counts, and how it’s calculated, is explained in Metrics and charts.

​

Choose the date range

Click the date range in the top right of the dashboard. Pick a preset (Last 7 days, Last 30 days, Last 90 days, This month, Last month, This quarter, Year to date, Last 6 months, or Last 12 months), or pick a start and an end date in the calendar and click Apply. The date range applies to every insight on the dashboard. It’s your personal choice: your browser remembers it for all your dashboards, and it isn’t saved with the dashboard, so your teammates keep their own range. A new viewer starts with Last 30 days.

​

Who can see a dashboard

A dashboard is either shared with the whole workspace or private to the person who created it.

• Everyone in the workspace (the default): everyone on your team sees the dashboard in their list and can read it. Owners and Admins can also edit it.
• Only me: only you can see the dashboard. Nobody else, not even an Owner or Admin, finds it in the list. A private dashboard shows a Private tag in the list and next to its name.

To change who sees a dashboard, open it, click ⋯ in the top right, and choose Make private or Share with workspace. Only the person who created the dashboard sees these options. When someone leaves your workspace, their private dashboards are deleted with them. The dashboards they shared stay for the team.

​

Rename or delete a dashboard

Open the dashboard, click ⋯ in the top right, and choose Rename or Delete. Deleting asks you to confirm. It permanently removes the dashboard and its insights, and for a shared dashboard that means for everyone in the workspace. Your feedback, votes, and other data are not affected: only the dashboard is gone.

​

Limits

• 25 dashboards per workspace. Private dashboards count too. When the limit is reached, New dashboard is disabled.
• 24 insights per dashboard.
• Dashboard names and insight titles can be up to 80 characters.
• New activity can take up to 5 minutes to show up in a dashboard’s numbers.
• In a narrow window, for example on a phone, insights are stacked in one column and the dashboard can’t be edited. Open it on a wider screen to make changes.

​

Next steps