Dashboard example

In this example, you create a dashboard in Optimizely Analytics with metrics for product engagement and several visualizations that present active users and conversion metrics using various key elements.

Create a dashboard and add basic details

1. Click + > Dashboard.
2. Click Unnamed Dashboard, and enter Product Engagement Dashboard and a brief description.
3. Click the folder icon and choose the desired location to save this dashboard. 
4. Click Save.

Include usage and engagement metrics

Add a section to the dashboard that displays visualizations illustrating the unique titles viewed in the last seven days, average session duration, session count, number of daily active users, monthly active users categorized by subscription tier, session with and without plays, most engaged categories, plays by platform, and weekly total time viewed categorized by product tier.

Unique titles viewed in the last seven days

1. Click + Add Tile > New Visualization > Event Segmentation.
2. Select Aggregate over property of an event in the Measure type field, choose unique count as the aggregator, and set the value as content_id to count the unique events.
3. Select Play Content in the Product Events dataset under the events section.
4. Add two filters:
   • Choose subscription_tier in the Subscriptions dataset and set the value to All.
   • Choose the All Users cohort in the Users dataset and set the value to true.
5. Set the time range to Last 7 days ending 30 days ago.
6. Click Run to generate the unique titles viewed metric.
7. Click Add to Dashboard.

Session count in the last thirty days

1. Click + Add Tile > New Visualization > Event Segmentation.
2. Select Count of unique actors that performed event in the Measure type field, and choose the Sessions dataset.
3. Select All Events in the Product Events dataset under the Events section.
4. Add two filters:
   • Choose subscription_tier in the Subscriptions dataset and set the value to All.
   • Choose the All Users cohort in the Users dataset and set the value to True.
5. Set the time range to Last 30 days.
6. Click Run.
7. Click Add to Dashboard.

Daily active users (DAU)

1. Click + Add Tile > New Visualization > Event Segmentation.
2. Select Count of unique actors that performed event in the Measure type field, and choose the Users dataset.
3. Select All Events in the Product Events dataset under the Events section.
4. Add a filter for subscription tier. Choose subscription_tier in the Subscriptions dataset and set the value to All.
5. Set the time range to the Last 30 days ending 30 days ago.
6. Click Run Exploration to generate the metric.
7. Click Add to Dashboard. 

Monthly active users by subscription tier

1. Click + Add Tile > New Visualization > Event Segmentation.
2. Select Count of unique actors that performed event in the Measure type field, and choose the Users dataset.
3. Select All Events in the Product Events dataset under the Events section.
4. Add a filter for subscription tier. Choose subscription_tier in the Subscriptions dataset and set the value to All.
5. Set the time range to the Last 12 months.
6. Click Run Exploration.
7. Click Add to Dashboard. 

Sessions with and without plays

1. Click + Add Tile > New Visualization > Event Segmentation.
2. Select Count of unique actors that performed event in the Measure type field, and choose the Sessions dataset.
3. Select All Events in the Product Events dataset for Event A and add a filter to exclude the Play Content event. For Event B, choose Play Content.
4. Add a filter for subscription tier. Choose subscription_tier in the Subscriptions dataset and set the value to All.
5. Set the time range to the Last 30 days ending 30 days ago.
6. Click Run Exploration.
7. Click Add to Dashboard. 

Most engaged categories in the last thirty days

1. Click + Add Tile > New Visualization > Event Segmentation.
2. Select Count of Events in the Measure field.
3. Select All Events in the Product Events dataset for Event A and add a filter to exclude events whose category ID is not Other.
4. Add a category_id attribute in the segmentation module.
5. Set the time range to the Last 30 days.
6. Click Run Exploration.
7. Click Add to Dashboard. 

All plays by platform

1. Click + Add Tile > New Visualization > Event Segmentation.
2. Select Count of Events in the Measure field.
3. Select Play Content in the Product Events dataset for Event A.
4. Add a platform attribute in the segmentation module.
5. Set the time range to the Last 30 days.
6. Click Run Exploration.
7. Click Add to Dashboard. 

Weekly TTV by number of titles viewed by tier

1. Click + Add Tile > New Visualization > Event Segmentation.
2. Choose Visual as the Exploration Type.
3. Double-click the Average TTV metric and add it as a measure in the column shelf.
4. Go to the Blocks section in the left panel and add an aggregate block – choose unique count as the aggregator and content_id as the value. Add a filter to filter out events of the type Play Content. Name this Aggregate 1. Add a formula block to calculate the Average titles viewed. Enter the following formula : 

   "Aggregate 1" / 50. 

5. Save the block and add it as a measure.
6. Add a time bucket and a time range filter in the filters section.
7. Add another filter to exclude users in the Free tier.
8. Set the time range and click Run Exploration.
9. Click Add to Dashboard. 

Add users' conversion metrics

Incorporate the previously executed funnel exploration template analysis of existing users into the dashboard to present the conversion analysis.

1. Open the funnel explorations you want to add to the dashboard.
2. Hover over the chart, click + Add to Dashboard, and select Pick a Dashboard.
3. Select the Product Engagement dashboard in the Select Dashboard dialog.
4. Click Confirm. This adds the exploration to the dashboard and provide a link to go to it.
5. Click the dashboard link to return to the dashboard definition page.
6. Hover over the funnel tile, click More (three vertically aligned dots), and select Edit Tile to change the funnel.
7. Add the following explorations:
   • Search > Play Content Funnel
   • View Similar > Purchase Funnel
   • Paths starting from View Similar
   • Retention by Cohort
   • Weekly Play Retention
   • Top Categories by Total Plays – L30D.
8. Add a heading for the dashboard section, incorporating the recently added and modified funnel chart for user conversion metrics. 
   1. Click + Add Tile > Text. This adds the text tile to the bottom of the dashboard.
   2. Locate the tile on the dashboard and click the edit icon.
   3. Set the Title as Conversion.
   4. Select the Title size as L.
   5. Select the Title alignment as Center.
   6. Set the Title background to green and close the dialog.
9. Use drag and drop to move the tile to the top of the funnel tile and resize it to cover the entire width of the viewport.
10. Rearrange the funnel tile underneath it to cover the viewport area.
11. Click Save to add the users' conversion metrics to the dashboard. 

Add parameter tiles for filtering

Add parameters and filter tiles to the dashboard to facilitate metrics filtering in the visualization tiles.

Add a parameter tile

1. Click + Add Tile and select Parameter.
2. Configure the following properties:
   1. Set a Name for the tile, such as Time Range. This name is the heading in the tile on the dashboard. Add a description if required.
   2. Choose the Parameter Type as Time Range.
   3. Set the default value to the Last 30 days.
   4. See the preview to observe how the tile displays on the dashboard. You can also see all the visualizations in the dashboard. Use the toggle to link tiles to the parameter you created or use the Link All/Unlink All buttons.
   5. Click Add to Dashboard.
3. Return to the dashboard definition page and locate the parameter tile at the bottom of the dashboard. Use drag and drop to move and resize the tile.
4. Click Save.

Add filter tiles

Add a subscription tier filter.

1. Click + Add Tile > Filter.
2. Configure the following properties:
   1. Set a Name for the tile, such as Subscription Tier. This name is the heading in the tile on the dashboard. Add a description if required.
   2. Set the condition where subscription_tier is All. Add a display name – Choose Tier.
   3. See the preview to observe how the tile displays on the dashboard. You can also see all the visualizations in the dashboard. Use the toggle to link tiles to the filter you created.
   4. Click Add to Dashboard.
3. Return to the dashboard definition page and locate the parameter tile at the bottom of the dashboard. Use drag and drop to move and resize the tile.
4. Click Save.

Add a Cohort filter.

1. Click + Add Tile > Cohort Filter.
2. Configure the following properties:
   1. Set a Name for the tile, such as User Cohorts. This name is the heading in the tile on the dashboard. Add a description if required.
   2. Choose the cohorts. Set the default value for actors to all users.
   3. See the preview to observe how the tile displays on the dashboard. You can also see all the visualizations in the dashboard. Use the toggle to link tiles to the filter you create.
   4. Click Add to Dashboard.
3. Return to the dashboard definition page and locate the parameter tile at the bottom of the dashboard. Use drag and drop to move and resize the tile.
4. Click Save.

The Product Engagement dashboard is now ready. You can share, present, or keep it as desired.