Dashboards is where you track the KPIs you're interested in on a panel-like interface. You can create several dashboards to get insights about different KPIs.
Depending on your needs, dashboards can help you understand the performance of different campaigns, scopes of different teams and specific pages at a glance.
In Dashboards, you create widgets to visualize the data you need to monitor. You’ll find five main types of widgets:
- Single-value widgets: Small widgets set to Revenue, Bounce rate, Visits and Number of conversions metrics by default.
- Line chart widget: Large widget showing the site KPIs such as Visits and Conversion rate curves over the selected period.
- Table widget: A widget showing the top values within a certain category such as Device type, OS, Language, Screen Resolution, etc.
- Image widget: A widget that allows you to add any screenshot of an image and add a screenshot of a defined page group.
- Funnels: It will help you focus on the key steps of your users’ journeys and allows you to get a closer look at the steps where users convert the best, identify potential usability issues and prioritize areas for improvement.
Dashboards overview
Access Dashboards from the main menu.
1. Access your list of dashboards by clicking "Open dashboard list". Here, you can also create a new dashboard or find dashboards that have been shared with you (you’ll get a notification whenever you receive one). You can have up to 100 dashboards.
2. Click the "..." icon to duplicate, export, or delete your dashboard. You can also share the dashboard with your team, as well as manage permissions. If you have view-only rights, you need to duplicate your dashboard to edit it.
3. Use the analysis context to set the device, time period, and segments to filter for specific data. Note that your default settings are always there - just remove the filters to return to your original dashboard. More details in the Dashboards - Analysis context article.
4. Single value widgets - display the chosen elements of analysis you've set, based on the selected time period.
5. Line chart widgets - display two chosen metrics. Mouse over the curves to see metric details day by day or hour by hour.
6. Table widget - see the comparison of a metric across different categories (such as Device, OS, Language, Screen Resolution, Country, City, Browser) by displaying the top values for each category. (Path is available for number of page views metric and Frustration factors is available for number of session metrics)
7. Hover over any widget to resize it or move it across the grid.
See how to add or edit a widget in this article.
Shortcuts
From Dashboards, you can jump directly to other Contentsquare capabilities (Session Replay or Zoning Analysis) and create an alert from any widget.
How it works
Click the "More options" button at the top right corner to open the shortcut menu. Select "See in Session Replay" (for zone, page and site level widgets) or "See in Zoning" (zone and page level widgets).
When you click 'See in Session Replay', a pop-up opens the session replay player within your Dashboards. The replays shown are filtered based on the widget settings you right-clicked on and your current analysis context.
If comparison is enabled in your widget, you will also be able to choose the specific configuration for the replay, such as the device or segment you wish to target.: |
When you click on "See in Zoning", a pop up appears asking you to select a zoning and mentions at the same time the analysis context you will see in your zoning: Note: If you don't have a zoning created yet, you will be redirected to the zoning creation wizard with all the information already pre-filled. |
Once you are in Session Replay or Zoning Analysis, you can see that the conditions of your widget (period, segment, goal achievement) will already be applied to the Analysis context of the module.