Top
    Login
    Contents x
    Create Custom Dashboards in Analytics
    • 23 Apr 2025
    • 2 Minutes To Read
    • Print
    • Dark
      Light
    • PDF
    Contents

    Create Custom Dashboards in Analytics

    • Updated On 23 Apr 2025
    • 2 Minutes To Read
    • Print
    • Dark
      Light
    • PDF
    Article summary

    Dashboards help you visualize your data and help with reporting. Add contextual Trend Insights, Funnel Insights, User Journeys, or Ask Whatfix AI-generated insights to your dashboards. Create and customize dashboards based on your business needs and use cases.

    Use the following steps to create Custom Dashboards:

    1. On the Whatfix Analytics dashboard, click Dashboards.
      ia_left%20nav_dashboards

    1. In Dashboards section, Go to the top-right, and then click Create Dashboard.
      create_dashboard

    2. Click the edit icon on Add title to add a description for the Dashboard.
      add_title

    Info:
    • The maximum character limit for the name of the Dashboard is 200 characters. Special characters and spaces are supported.
    • The maximum character limit for the Description is 500 characters. Special characters and spaces are supported.
    1. Click Add widget.
      dashboard_new_add_widget
    Info:

    Widget refers to the components you can add to a Dashboard. Currently, Whatfix enables you to add Insights and text as widgets.

    1. In the Add widgets drawer, click Existing insights.
      dashboard_add_existing_insights

    2. Hover your cursor over the insight or search for the insight you want to add, and then click the Add insight icon.


    Info:

    Access Insights you want to add to the Dashboard by filtering them based on Creators and Insights Type. The insight gets added to the Dashboard.


    1. Click Add widget and then follow Steps 5 and 6 to add more number of Insights.
      dashboard_add_more_widgets
    Info:

    • Alternatively, hover your cursor over the widget (Insight or text), and then click the Add widget icon on the resizing bar to add a new widget.


    • Whatfix enables you to use Ask Whatfix AI to automatically generate Trend or Funnel Insights while creating or editing a Dashboard and add the generated Insight to the Dashboard.

    • Create and add a new Insight (Trend insight, Funnel insight, or User journey) while creating or editing a Dashboard.
      create_add_new_ootb_insight.png

    • Whatfix enables you to create multiple tabs in a particular Dashboard and organize Insights better. For more information, see Add tabs in a Custom Dashboard.
      dashboards_add_new_dashboard_tab.png

    1. Click Add widget, and then click Text.
      dashboard_click_text

    2. Enter a text and description for the insight.
      dashboard_text_component

    Info:
    • Add up to 20 Insights to a particular Dashboard, including new Insights created during the Dashboard creation.
    • Whatfix enables you to add the same insight multiple times.
    • There is no limit on the number of text widgets you can add to a Dashboard.
    Note:

    • Insights appear on the grid.
      dashboards_new_example.png

    • By default, Insights load with the same data chart in which they are stored.

    • Click Filter to filter the Dashboards based on browser, country, and more. To filter data according to specific conditions, see Use Filters in Dashboards.
      dashboards_new_filter.png

    • The badge indicates the number of filters added to the Dashboard.
      dashboard_filter_added.png

    Info:

    1. Click Save.
      dashboard_save_option
    Info:

    • Click the Star icon to mark your Dashboard as favorite. Favorite Dashboards appear at the top of the list view, making them easier to access.
      dashboard_make_as_favorite

    • Filter data based on Daily, Weekly, and Monthly timeframes.
      dashboards_dailyt_weekly_monthly

    • Click Default to view the Insights within the Dashboard loaded with the same date range in which they are stored.
      dashboards_new_default_date_filter.png

    • Click the Calendar icon to set a custom date range.
      dashboard_custom_date_range_new

    Was this article helpful?
    What's Next
    Privacy Policy | Whatfix Glossary | Whatfix Platform Status
    Copyright © 2025 WHATFIX TM. All rights reserved.
    Change password!
    Changing your password will log you out immediately. Use the new password to log back in.
    Change profile
    Success!
    First name must have atleast 2 characters. Numbers and special characters are not allowed.
    Last name must have atleast 1 characters. Numbers and special characters are not allowed.
    Enter a valid email
    Enter a valid password
    Your profile has been successfully updated.
    Logout