Dashboard Overview

Overview

The dashboard is composed of widgets that provide snapshots and visualizations of your data, allowing you to quickly view and compare different figures. Each Pendo user can create their own unique dashboard to access the metrics that matter to them at a glance.

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Move Widget

If you want to move your widgets around, hover over a widget to reveal the textured area at the top-center of the widget.

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Edit, Remove, and Interact

Clicking the "…" icon in the top right corner of each widget to reveal the edit or remove options.

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Edit Widget

Editing allows you to edit the name of any widget to make it easier to identify. You can also add a segment to any widget if you only want to see information on a certain population of your users. The same widget can be added to the page multiple times, allowing you to quickly compare two different segments against the same metric.

Remove Widget

Removing a widget from your dashboard is very easy. Simply click on the settings icon in the top right corner of the widget and you will see an option to remove the widget. It can always be re-added at any time through the Add a widget option on the page. 

Note: Goal(s) and Trend(s) widgets can only be added from the details page.

 

Interact with a Widget

Hovering over certain widgets reveals additional information. For example, the Daily/Weekly/monthly visitors and Visitors per week windows provide more specifics as you hover left to right.

Some widgets allow you to perform a different action to view more details within the widgets. The categories in ‘Browser Usage’ allow you to select the type of browser to provide a breakdown of which versions my visitors are using. Click and drag over widgets that are scatter plots, such as page use by visitor or account, is another action that can show you additional detail within the widget.

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Expanded Widget Definitions

Total Usage Time

In the past 30 days, how much total time have all of your visitors spent related to that activity. This is calculated per minute. If a visitor does only one tagged activity during the course of that minute, that full minute is attributed to that user. If the visitor does more than one activity during the course of a minute, each activity is credited with a fraction of that minute. For example, if a visitor does three tagged activities in the course of a minute, each activity will be credited with 20 seconds worth of usage time.

Visitors Using Tag

The total number of your visitors who have done the tagged activity in the past 30 days. If one visitor does the activity more than one time during that period, it will still only count as a single visitor.

Time Per Visitor

Total Usage time divided by Visitors Using Tag. This gives you a feel for how much time each visitor spends using this feature over the course of a 30 day period.

 

Multiple Dashboards

Multiple dashboards can help you to measure a variety of metrics for different parts of your initiatives within Pendo. To create a new one, click on the “+” icon next to the Dashboard header in the left-hand navigation bar:

Note: Each dashboard will be visible only to the user who created it.

 

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Name your dashboard and customize it with different widgets, including Pendo Goal(s) or Trend(s). If Pendo detects you have multiple dashboards when saving a widget, you will be prompted to select which dashboard before saving.

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You can create as many dashboards and then rename and delete when you’re done with any initiatives as needed.

 

Dashboard Directory

All of your dashboards and dashboards shared with you are listed out in the Dashboard Directory. Click View All from the dashboard list to access the directory.

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All of your dashboards are searchable and can be filtered by dashboards created by you or shared with you. Columns can be sorted by name, who created the dashboard, and when it was last updated. You can share or delete your own dashboards and remove dashboards shared with you from the directory.

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Shareable Dashboards

Share a dashboard by clicking on the "Share" button to obtain a share link.

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Dashboards are preset to private before sharing and can only be accessed by you. To share the dashboard with other users in your Pendo subscription, click "Share with [subscription name]". You can change the settings back to private at any time. 

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Click on "Copy Link" to copy your share link. 

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Once shared in your subscription, any user in your Pendo subscription can view your dashboard in a read-only mode. When you view a dashboard that has been shared with you, you will see an option to save it to your list of dashboards in the upper right-hand corner.

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Once you add a shared dashboard to your list, you will see it listed in your dashboards list.

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If one of the dashboards on your list is updated to "Private", the dashboard will no longer be accessible to you.

Duplicate Dashboards

If you have an existing dashboard that's mostly what you need in a new dashboard, copy it by click on the double paper icon in the top right-hand corner.

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You can copy dashboards that you built or any dashboard that's shared with you. Once you click on the button, you will see a new dashboard with "Copy of" in front of the dashboard name you just duplicated. Update the new copy's name and adjust the widgets as desired.

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