Dashboards let you build and organize your own views of product analytics: charts, funnels, retention grids, and key metrics. Create as many as you need, fill each one with cards, and filter a whole dashboard by date and audience at once.

Dashboards are part of the Appcues App, which is in beta and rolling out gradually. If you don't see the Appcues App for your account yet, it hasn't been enabled. See Introducing the Appcues App for more.

How dashboards are organized

There are three building blocks:

• Dashboards — a named collection of cards. Find them under Dashboards in the left nav, and build as many as you want.
• Cards — a single chart, funnel, or retention grid on a dashboard. Each card answers one question, like "how many users started this experience?" See Add cards to a dashboard.
• Filters — date range and audience conditions you set at the dashboard level. Every card on the dashboard inherits them.

Find and open a dashboard

Click Dashboards in the left nav. The dashboard list opens on the left, with your most recently used dashboard shown.

Use the Search bar at the top of the list to find a dashboard by name, then click any dashboard in the list to open it.

Create a dashboard

1. In the Dashboards panel, click the + next to Custom dashboards.
2. Choose how to start:

• Blank dashboard — opens an empty dashboard you fill in yourself.
• Build with AI — describe what you want to measure and Appcues AI builds the cards for you.

3. A blank dashboard opens, titled Untitled dashboard. Click the title to rename it.
4. Add your cards. See Add cards to a dashboard.
5. The dashboard saves automatically as you build.

You can also start from a dashboard you already have. Open the ⋮ (kebab) menu in the dashboard header, next to + Add card, and choose Duplicate dashboard, which copies the whole dashboard including its cards. The same menu holds Rename and Delete.

Set dashboard filters

Filters sit at the top of a dashboard and apply to every card on it. Cards update as you change them, and anyone viewing the dashboard sees the same filtered data.

• Date is — the time range and granularity, for example Last 30 days, daily.
• + Add filter — Segment, Accounts, Campaign, Tactic, Platform, Locale, OS, or Browser. The menu lists only the filters that have values available for your account, so you may see fewer than eight.

Inside a filter, values you've already selected sort to the top of the list while the picker is open, so you can see your picks without scrolling. Tactic names include their campaign when two tactics share a name.

Three things to know before you rely on them:

• The available filter values are static. They come from 30 days of data across the Appcues customer base rather than from your account, so you may see a value your own users have never sent.
• Platform, OS, and Browser only apply to events generated through the Appcues SDKs. Events sent another way won't match these filters.
• Locale uses the most recent Browser Language recorded for the user tied to an event.

Dashboard date ranges cover whole calendar days in UTC, from midnight on the first day to 23:59:59 on the last.

These are dashboard-level filters that scope every card at once. They're separate from the card-level breakdowns of the same names inside a card's Compare settings. See Compare metrics and measure uplift.

Build a dashboard with AI

Instead of building cards by hand, describe what you want to Appcues AI in plain language and let it create them. Start from Build with AI when you create a dashboard, from the chat on your Home screen, or by clicking the Appcues logo in the bottom-right corner to open it from any page, including while viewing a dashboard.

Appcues AI can:

• Create a single Metrics card, for example "add a card showing unique count of users over time."
• Create a Funnel card, for example "build a funnel from signup to activation."
• Create a Retention card, and inspect one you already have.
• Build a whole dashboard at once, such as "build a dashboard for feature adoption of [event]."

Appcues AI can't yet:

• Add Compare breakdowns or dashboard filters.
• Edit an existing dashboard or card directly, though it can offer to build a replacement card with the same setup.

For anything on the second list, open the card in the builder and edit it by hand.

Manage cards

Open the ⋮ (kebab) menu on any card for these actions:

• Edit — reopen the card builder to change the metric, filters, or visualization.
• Duplicate — create a copy of the card on the same dashboard, useful as a starting point for a similar card.
• Add to dashboard — copy the card onto another dashboard.
• Remove — delete the card from this dashboard.

Cards also move and resize directly on the dashboard, which lays them out on a 12-column grid. A new card takes up half the width.

• Drag a card to move it.
• Drag the handle at its bottom-right corner to resize it.

The layout saves as you go. Widen a card when a long title or subtitle is being cut off. On a dashboard you can only view, dragging and resizing are turned off.

Dashboard ideas to get started

Each card answers one question, so a dashboard is a set of cards that together tell a fuller story. Six recipes follow. Build the cards yourself, or describe the goal to Appcues AI and let it build them for you.

For which metric to pick and what threshold counts as working, see How to measure campaign success.

User behavior

Goal: understand how many users are active in your app, and what they're doing.

• How many users are active? Choose Unique count of Users and add your Session Started and View events from the event picker under + Add event. Show it as a Single value for a headline number, or a Trend over time to track it over time.
• What are they doing while active? Add Events per user to see how much activity users are doing, or Events per session to understand per-visit engagement. Break sessions down with Compare set to Dimensions > Page to see your top pages, or to Segments to see which audiences are most active.

Your active users number might differ very slightly from the Overview page in Appcues legacy Studio. Studio calculates 30 days back from the current timestamp and then averages, while dashboard date ranges start from midnight on the first date rather than the current time of day.

Try asking Appcues AI: "Build me a user behavior dashboard that shows how many active users I have, what their top behaviors are, and where they're spending time in my app."

Feature launch

Goal: track reach and adoption after you ship a feature.

• How many people saw it? Choose Unique count of Users on your experience or on a "feature awareness" event, shown as a Single value for total reach.
• How many people used it? Choose Unique count of Users on your feature's first-use event, shown as a Single value. Or add both the awareness and first-use events to one Trend over time card, where each appears as its own line.
• At what rate are users converting? Choose the Users Conversion rate metric, then add your first-use event followed by your awareness event. View it as a Trend over time for the trend, or as a Breakdown with Compare set to Segments to see which audience converts at a higher rate.
• Where do people drop off between trying and finishing? Build a multi-step Funnel from your awareness event to your published event, with the key steps in between, and a conversion window that matches how long users realistically take.

Try asking Appcues AI: "Can you build me a dashboard showing how my published experiences are driving my [feature] launch?"

Feature adoption

Goal: measure how many people adopt a feature, and whether it becomes a habit.

• How many people have used it? Choose Unique count of Users on the event tied to your feature, shown as a Single value. Use whichever event fires when someone engages with it, such as "used [feature]", "created [object]", or "enabled [setting]".
• Is usage deepening or fading? Add Events per user as a Trend over time to see how much the people who adopted it are using it.
• Who's adopting it fastest? Turn on Compare and choose Segments on either card to compare adoption across plans, roles, company size, or however you segment your users.

Try asking Appcues AI: "Build a feature adoption dashboard for [event name], showing total adoption, stickiness over time, and a breakdown by [segment]."

Experience performance

Goal: see whether your Appcues experiences are working.

• How many users started it? Choose Unique count of Users on the experience's flow_started event as a Single value.
• How many completed it? Choose Unique count of Users on flow_completed as a Single value. Turn on Target to set a goal, such as at least 500 users.
• Is performance trending up or down? Add both flow_started and flow_completed to one Trend over time card to watch the trend.
• What's the completion rate? Build a Funnel from flow_started to flow_completed.

Completion tells you whether users clicked through, not whether they reached the outcome you care about. Pair it with a card measuring the downstream Key Moment.

Try asking Appcues AI: "Build a dashboard for my top experiences driving [Key Moment]. Include a funnel showing how many users drop off between viewing any of those experiences and completing my Key Moment."

Account engagement

Goal: track engagement at the account level, for B2B products.

• Which accounts are most engaged? Choose Count of Accounts on your key events as a Trend over time, with Compare set to Accounts to get one line per account.
• What's overall engagement depth? Track Events per account as a Single value for a single engagement score.

Try asking Appcues AI: "Build an account engagement dashboard showing [key event] by account over time, and overall events per account."

Onboarding funnel

Goal: find where new users drop off before activating.

• Where do users get stuck? Build a Funnel from signup through your key activation events, in order, with a conversion window that matches how long onboarding realistically takes.
• How many reach full activation? Choose Unique count of Users on your final activation event as a Single value for a headline activated number.

Try asking Appcues AI: "Build an onboarding funnel from signup to [activation event], with a conversion window of [X] days, and a single value for total activated users."

Confirm it worked

• Your new dashboard appears in the Dashboards list and is searchable by name.
• Cards render data for the dashboard's date range and filters.
• Card numbers update when you change the dashboard-level filters.

If a card has no data

• Confirm the date range is wide enough to include the events you expect.
• Check that any event filters on the card match the event names your users send.
• Confirm any segment filters on the dashboard contain users.
• Remove or loosen the dashboard-level filters to confirm the underlying data exists.

For checks specific to one card type, such as a funnel's conversion window or an empty retention grid, see Add cards to a dashboard.

Still stuck?

Collect the following and contact support:

• The dashboard's URL, copied from your browser's address bar.
• The card that's wrong, and what you expected it to show instead.
• The event names the card is built on.
• The dashboard's date range and any filters you have set.