Dashboards are composed of widgets, which provide visualizations of your data, such as charts, tables, and high-level metrics. Adding widgets to a dashboard allows you to quickly view and compare different figures. Each Pendo user can create their own unique dashboards to access the metrics that matter to them at a glance.
You can also use dashboard templates to quickly visualize relevant data based on your use case, such as a feature launch. For more information, see Dashboard templates below.
Define dashboard details
By default, you have a single dashboard titled New Dashboard with an assortment of widgets to help get you started on creating your first dashboard. You can update this dashboard to meet your needs or create an entirely new dashboard. To learn how to create a new dashboard, see Multiple dashboards below.
To rename the dashboard title, select the title, delete the existing text, then enter your desired name for the dashboard. You can also add a colored icon that attaches to the name for further customization—select the icon to the left of the title, make your selections, then select Apply.
Below the title, select Add a description to describe the purpose of the dashboard or any other important details. The description supports up to 280 characters and displays at the top of the dashboard, as well as in the dashboard catalog. To save the description, select the Save changes checkmark icon or select outside of the text field.
To modify a description, select the text box and make your changes.
Use dashboard templates
Dashboard templates allow you to quickly visualize relevant data based on your use case, such as to track the success of a feature launch, or to get a high-level overview of app usage.
Step 1. Choose template
To create a dashboard from a template, select Add to dashboard in the top-right corner of the dashboard page, then choose Template. You can also create a dashboard from a template by selecting New Dashboard from the dashboard list page, or Create dashboard from the left navigation.
You can also add a template to an existing dashboard. While viewing an existing dashboard, select Add to dashboard and complete the steps below to add any template to an existing dashboard.
On the next page, choose from the template options based on your use case by selecting Select template. You can choose from the following:
- Feature launch. Track the success of new product functionality by measuring how many users accessed your feature, if you’re hitting your growth goals, whether users have adopted the feature, and if this launch retained users.
- App overview. Get a high-level understanding of user activity by measuring how many users accessed your app, including a breakdown of activity by time frame and device characteristics, how quickly users activate features, general engagement with your app, and what influences retention.
Step 2. Configure template options
After you choose a template, you’re prompted to select options to configure this template depending on which widgets are included. Select the options that best fit your use case, then select Next.
Step 3. Edit template preview
On the template preview page, you can choose which template sections, which are groupings of related widgets, to include by selecting the toggles on the left. You can also choose whether to include help text, which explains each widget, by selecting the Include help text with widgets toggle. Helper text is created from a text block widget, and can be easily deleted after template creation if needed.
The live data preview shows you current data for these widgets. After you create the dashboard, you can edit and move widgets around to customize the order they’re in and the data populated.
Step 4. Publish dashboard
After you set up the template the way you want it, select Add template to dashboard in the bottom-right corner of the page.
Your new dashboard automatically populates with your selected widgets.
New data explorer and funnel reports are automatically created when a template is added to a dashboard. These new reports appear in the list of behavior reports.
Add content to your dashboard
When you create a new dashboard, it starts off in an empty state. You can populate your new dashboard with widgets or from a dashboard template.
You might want to start with a dashboard template if you have a specific use case, such as tracking the success of a feature launch, or looking at the overall health and usage of a specific app. For more information, see Dashboard templates above.
You can also start off by adding widgets, which provide visualizations of your data, directly from the widget catalog. To add a new widget to your dashboard, select Add to Dashboard in the top-right corner of the dashboard, then select Widget to open the widget catalog. For more information on each widget, see Dashboard widgets.
If you want to move the placement of a widget on your dashboard, hover over a widget to reveal the textured area at the top-center of the widget, then drag and drop the widget to your desired placement.
Modify and share dashboard widgets
Use the icons in the top-right corner of a dashboard widget to resize, manage, and share it.
Resize the widget. If you have a half-sized widget, you see an icon with outward-facing arrows to Make full width. Selecting this expands the widget to the full width of the dashboard. If you have a full-sized widget, you see an icon with inward-facing arrows to Make half widget, reducing the widget width to half the dashboard's width. The Text Block widget also supports height adjustments.
Manage and share the widget. The ellipsis icon contains multiple options for further customization and sharing:
- Edit widget. Update the widget name, apply a segment to view information for specific visitor or account subsets, and access additional editing options based on the widget type. You can also add the same widget to the dashboard multiple times with different configurations, for example, to compare different segments against the same metric.
- Duplicate widget. Create a copy of the widget with the same configuration and name, preceded by "Copy of". Adjust as needed, then select Save to add the widget next to or below the original dashboard widget. Some widgets, like text blocks and funnels, don't support duplication.
- Manage annotation. Add contextual notes of up to 1000 characters that display when sharing the dashboard in presentation mode.
- Copy link to widget. Generate a deep link to the widget that copies to your device's clipboard for sharing. The user opening the link must sign in to Pendo to access it.
- Copy PNG of widget. Copy an image of the widget in PNG format to your device's clipboard for sharing.
- Download PNG of widget. Export an image of the widget in PNG format for sharing.
- Remove widget. Permanently delete the widget from the dashboard. You can recreate the widget and re-add it to your dashboard if needed.
Some widgets also have an additional option, located to the left of the resize icon, to open more details related to that widget in a new tab. For example, Data Explorer and funnel widgets provide an option to view the full report.
Interact with dashboard widgets
You can hover over certain widgets to reveal additional information. For example, the Weekly Visitors widget provides more specific details as you hover from left to right.
Some widgets allow you to perform a different action to view more details within the widgets. The categories in the Browser Usage widget allow you to select the type of browser to provide a breakdown of which versions your visitors are using. Select and drag over widgets that are scatter plots, such as Feature Use By Visitor or Feature Use By Account, to zoom in and view additional details within the widget.
Filter your dashboard
- To apply a dashboard filter, select Add Filter above your first widget, choose which type of filter you'd like to apply (Segment, Date, App, or Account), then select a value. Repeat as needed.
- To remove an applied filter, select the Delete icon on the filter, or select Clear Filters located to the right of the filters to remove all dashboard-level filters applied.
- Once applied, you can view the filters that were applied using the filter icon in the top-right corner of the widget. Hover over this icon to view which filters were applied and if any of the filters aren't supported with that particular widget.
Any dashboard-level filters that you apply override the filters applied on the individual widgets. If you decide to remove dashboard-level filters, the original widget filters apply.
Note: Not all dashboard-level filters are compatible with all dashboard widgets. The Goals widget, in particular, doesn't support any dashboard-level filters.
Create multiple dashboards
Multiple dashboards can help you measure a variety of metrics for different parts of your initiatives within Pendo. To create a new dashboard, select Dashboards > Create dashboard in the left-side menu.
Alternatively, you can select + New Dashboard from the Dashboards page.
Note: Unless you share a dashboard with another Pendo user, your dashboard is only visible to you.
Once created, enter a name for your dashboard and customize it with different widgets. If Pendo detects you have multiple dashboards when saving a widget from a Data Explorer or funnel report, you're prompted to select which dashboard before saving.
You can create as many dashboards as you want, as well as rename and delete them as needed.
View all dashboards
All of your dashboards, as well as dashboards shared with you, are available on the Dashboards page. Select Dashboards > View all dashboards from the left-side menu to access the full dashboard directory.
Alternatively, you can select < All dashboards from the top-left corner of a dashboard you're already viewing.
All of your dashboards are searchable, and you can choose to filter by dashboards that were created by you or shared with you. Sort the table columns by name, description, creator, the last person to update the dashboard, and the date and time of the last update. You can also favorite specific dashboards using the Star icon to easily find the dashboards you care about most.
Hover over a dashboard row in the table to share, duplicate, or delete your own dashboards, as well as remove dashboards shared with you, from the directory.
Share your dashboards
By default, dashboards are set to private and only accessible to you. To share the dashboard with other users in your Pendo subscription, select Share.
For more information about sharing dashboards, see Share your dashboards.
Export dashboards
You can export a dashboard as either a PowerPoint or PDF.
In a PowerPoint export, the exported file is formatted with one slide per widget, including an image export of the individual dashboard widgets, and a link back to the individual widget within the dashboard in Pendo.
In a PDF export, the PDF is formatted with multiple widgets on each page in a two-column arrangement.
For steps to export dashboards, see the sections below.
Note: Support for dashboard export in additional formats is coming soon!
Export dashboard as PowerPoint
To export your dashboard as a PowerPoint, select the ellipsis located in the top-right corner of the dashboard, then select Export dashboard as PowerPoint to open the Presentation Settings dialog.
Next, select the widgets you want to include in the export by selecting the checkbox next to each widget, or deselect the ones you don't want to include.
After you've made your selections, select the Export Slides button. Use the loading screen to track the progress of your export. You can cancel the export at any time by clicking the Cancel button.
Note: Certain types of widgets currently can't be exported. You won't be able to select the checkbox next to these widgets. Support for additional widget types is coming soon!
After file generation is complete, the export file is downloaded to your computer, with the title of the dashboard set as the first slide, and one widget shown on each slide.
Export dashboard as PDF
To export your dashboard as a PDF, select the ellipsis located in the top-right corner of the dashboard, then select Export dashboard as PDF.
Use the loading screen to track the progress of your export. You can cancel the export at any time by clicking the Cancel button.
Note: Certain types of widgets currently can't be exported. Support for additional widget types is coming soon!
After file generation is complete, the export file is downloaded to your computer.
Present your dashboard
Presentation mode in Pendo Dashboards provides a dedicated view to present and share your dashboard with others, focusing on one widget at a time. To enter presentation mode, select the ellipsis located in the top-right corner of the dashboard, then select Present dashboard to open the Presentation Settings dialog.
In the Presentation Settings dialog, set your preferences for presentation mode, then select Save and Launch. Pendo remembers these settings the next time you launch presentation mode.
- Rotation Delay Between Widgets. This is the time interval before Pendo automatically transitions to the next widget. Enter a number, and select seconds or minutes.
- Fullscreen Mode. If selected, your presentation uses your browser's fullscreen capability. You can also turn this option on or off while you're in presentation mode.
Once you save your presentation settings, a new screen displays your first dashboard widget. As the specified duration elapses, the next widget appears. You can also use the arrows located to the left and right of the widget to navigate between widgets as needed.
Annotations added to your dashboard widgets display beneath each widget to provide contextual information during your presentation.
At the top-right of the screen, you can choose to enter or exit fullscreen mode and exit presentation mode.
Duplicate your dashboard
If you have an existing dashboard that's mostly what you need in a new dashboard, you can make a copy of it. You can copy dashboards that you've created and dashboards that other users have shared with you. Select the ellipsis in the top-right corner of the dashboard, then choose Duplicate dashboard.
A new dashboard populates with "Copy of" in front of the dashboard name you just duplicated. You can then update the new dashboard's name, description, icon, and widgets to meet your needs.
Set a home dashboard
If you have multiple dashboards, you can designate which dashboard displays when you log in to Pendo by setting a home dashboard. This includes view-only dashboards that were shared with you and created by other Pendo users. Select the ellipsis in the top-right corner of the dashboard, then choose Set as home dashboard.
Once selected, the dashboard refreshes and shows a Home icon next to the title. You can quickly access your home dashboard any time by selecting the Pendo logo in the top-left corner of the app.
You can only have one dashboard designated as your home dashboard at once. To change your home dashboard, navigate to the preferred dashboard, then repeat the same steps above.
Note: When you set a dashboard as your homepage, it replaces your personalized homepage. To replace your dashboard homepage with the personalized homepage, go to your home dashboard, select the ellipsis in the top-right corner of the dashboard, then select Remove dashboard as home.