Your personalized homepage provides actions and resources that are tailored to your business goals. This empowers you to quickly access data points that are most meaningful to you, so that you can get the most value out of your Pendo subscription. You can also access your favorite and recently viewed items.
Note: For brand-new subscriptions, the homepage offers personalized guidance on getting started. This includes step-by-step instructions tailored to your needs, such as installing Pendo, tagging Pages, and creating funnels, guides, or roadmaps. After you've completed these initial setup steps, you gain access to the homepage elements detailed in this article.
Top filters
The Favorites section at the top provides a list of items in Pendo that you’ve favorited, including Pages, Features, Track Events, segments, reports, guides, NPS surveys, roadmaps, and feedback views. Select any of your favorite items to go directly to it.
The Recently viewed section gives you a list of items you’ve recently viewed in Pendo so that you can return to your last activity. These pages are listed in chronological order from most to least recently viewed. Select any of the items to go directly to it.
Recommended actions
The Recommended actions section at the top gives you personalized options to take actions in Pendo based on your business goals, permission level, product lines your subscription has access to, and your previous activity.
Select the button in any of the options to go directly to the page in Pendo where you can complete that action. For example, to identify conversion rates for a task, select View funnels to open the Funnels list page, where you can create a new funnel based on your user journey.
For more information about any of the actions, select Start tour in the action. This brings up a pop-up with more details about the action, including links to resources, an option to take a tour, and an option to see all tours.
The dropdown next to Recommended actions provides a list of Pendo use cases. Select a different option from the dropdown to update the recommended actions to ones that align with the selected use case.
Tip: To view additional recommended actions, select the navigation arrow to the right or left of the list of actions.
Resources
The Resources section provides a personalized list of resources to guide you on your Pendo journey. These include Pendo use cases, Academy courses, and certifications. Select on the linked call-to-action (Learn more, Take course, or Get certified) in each tile to go directly to that resource.
This list automatically updates based on your selection in the Recommended actions dropdown. To see a different set of resources, select the dropdown and choose a different use case.
Turn off the personalized homepage
You can replace your personalized homepage by setting a dashboard as your homepage. To do so, see Set a home dashboard.