Overview

  • Updated

A dashboard in Optimizely Analytics is a collection of visualizations organized in a grid view, typically used to monitor operational metrics. Analytics dashboards offer various visualization, parameterization, and layout options. They are interactive, letting you select a point in the dashboard visualization to conduct further analysis.

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You can do the following with dashboards:

  • Organize your explorations in one location.
  • Get a 360-degree view of your critical data.
  • Run side-by-side data comparisons.
  • Conduct ad hoc analysis.
  • Present your data effectively.

Create a dashboard

  1. Click + > New Dashboard. Enter a name and description.
  2. Use the key elements to build the dashboard.
  3. Click Save.

See the Dashboard Example section for a detailed, step-by-step walkthrough of creating a dashboard. 

Key elements

The menu bar has different options for creating a dashboard.

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The following list provides an overview of each available option:

  • Add tile – Add new tiles to the dashboard. To explore the available tiles, see the Supported Tiles section.
  • Configure dashboard layout – Change the grid settings and determine the layout of the dashboard visualizations in rows and columns. You should leave the default settings unless you need to change them.
  • Share – Share your dashboard with others in your organization.
  • Save – Save your dashboard.
  • Comments – View and add comments related to your dashboard. 
  • Copy link – Copy the dashboard link.
  • More (⋮) – Duplicate or delete the dashboard.

Edit dashboards

You can edit dashboards in Optimizely Analytics further with segmentation, creating beelines, and adding dashboard tiles to other dashboards.

Segment dashboard tiles

  1. Right-click the dashboard tile you want to segment.
  2. Choose Segment by Cohort or Segment by Attribute.

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  3. Select an option from the drop-down list to adjust the chart on the tile.
  4. Click Reset to revert the tile to its original state.

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Create beelines within a dashboard

  1. Right-click the exploration you want to create a beeline from.
  2. Choose a beeline from the following options: Drill down on point, Drill down on series, Explore users, Create cohort from users, and Lookup users.

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Use undo or redo to reverse actions, or click the Reset icon to revert to the original state.

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Add dashboard tiles to other dashboards

Within explorations

You can create inline beelines directly within an exploration and add each one to a dashboard of their choice. Each beeline displays as a separate tile, helping you visualize and organize insights more effectively. 

  1. Create a beeline within any exploration.
  2. Click More (⋮) > Add to Dashboard.
  3. Choose Pick a Dashboard to add the beeline to an existing dashboard, or select New Dashboard to create a dashboard with the beeline as a tile.

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Within dashboards

You can add existing tiles or new segmented explorations to multiple dashboards, making it easy to reuse and share insights across them.

  1. Click More (⋮) > Add to Dashboard.
  2. Choose Pick a Dashboard to add the tile to an existing dashboard or select New Dashboard to create a dashboard with the tile.
  3. Click Apply.

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