Boards
Overview is the page we picked for you. A board is the page you assemble yourself: the tiles you choose, arranged how you read them, all driven by one filter bar.
Updated
When to use it
- A weekly team review with the five numbers that matter.
- A board per launch, campaign or client.
- A home page for your project, so it opens on what you care about.
Create a board
- Go to Boards and click New board, or press ⌘K and choose New board.
- Give it a name, such as Blog performance, and optionally a Goal or description, such as get iPhone checkout to 40%. The goal shows under the board’s name.
- Pick a colour, or keep Auto. The colour marks the board in the sidebar when you pin it.
- Under Start from, choose Blank, Product health (active people, pageviews, sessions, top pages) or Acquisition (top sources, top pages, active people over time, countries). Boards your team saved as templates appear under Your templates.
- Click Create board.
New boards are visible to the whole team. To make one private, open Edit details and set Who can see this board to Only you.
Add to a board
Click ＋ Add in the board’s header, or the Add an insight, funnel, flow, retention or note row under the last tile. An empty board shows the same choices in place.
- Insight, Funnel, Flow, Retention, Heatmap or Experiment opens that builder in a sheet over the board, starting from the board’s dates and filters. Build it, then click Save to board (an experiment offers Save draft to board or Start measuring): the report is saved to its own list and lands on the board as a linked tile. Open full page moves to the full builder, and Cancel or Esc closes the sheet, asking first if you changed anything.
- Alert watches a number on this board. See Alerts.
- Note adds Markdown text for the team.
- Existing report lists your saved insights, funnels, flows, retention and experiments, with a live number for each under the board’s filters. Tick one or more to add them as linked tiles.
- More tile types opens the full tile list below, with Suggested, Numbers, Charts, Funnels, Retention, Tables, Heatmaps and Text, search and Templates.
On Pro, Or describe it takes a sentence, such as checkout drop-off on mobile vs desktop, and proposes a report you open in the same sheet.
| Tile | What it shows |
|---|---|
| Big number | One metric with its change against the previous period: Active people, Pageviews, Sessions, Bounce rate, Avg. duration or Week-1 retention. |
| Line over time | Active people by day, week or month, as a line, bars or area. |
| Funnel | A saved funnel’s steps, or its conversion only. |
| Cohort grid | Retention by cohort: daily, weekly or monthly, showing 5, 8 or 12 cohorts. |
| Breakdown bars | Top pages, Referrers, Countries or Top events, as a list or a donut. |
| Event table | The newest raw events, all of them or one event name, 5, 10 or 20 rows. |
| Page heatmap | A page’s click map with views and scroll depth, for one device. |
| Note | Markdown text, up to 4,000 characters. |
| Section header | A full-width heading that splits the board into chapters. |
A new tile lands at the end of the board. For these tiles, click the tile’s … › Edit tile to open Tile settings, where changes preview on the board as you make them. There you can set the title, the metric and chart, a Target (with higher or lower is better), and the width and height. On a tile that shows a saved report, Edit opens the report in the builder sheet, and Tile settings holds the rest.
Linked and standalone tiles
- A linked tile is pinned to a saved report. Edit the funnel, retention definition or insight, and the tile changes on every board that uses it.
- A standalone tile is a copy that lives only on its board.
In Tile settings, a linked tile links to its report (Open insight, Open funnel and so on) and, for most kinds, offers Duplicate as standalone. If its report is deleted, the tile says so and offers Remove tile.
Board filters
A board has one filter bar for all its tiles: dates, source, property filters, Compare and freshness. It has no segment picker. When you change a filter, a strip says Filters changed · applies to every tile, only for you:
- Reset goes back to the board’s default.
- Save as default makes your filters the default for everyone.
A board default can use Last 7 days, Last 30 days or Last 12 months. Other ranges work while you look but can’t be saved. To give one tile its own range, tick Ignore the board filter in its settings and choose a tile range. Notes and section headers ignore filters anyway.
Arrange the board
Click Edit layout. Drag tiles by their grip, set each tile’s width (¼, ⅓, ½, ⅔ or Full) and height (S, M or L), use Fill row to stretch a tile to the end of its row, or drag a tile’s right or bottom edge. On touch, press and hold to move. Nothing saves until you press Done, and Cancel throws it all away.
Keyboard, with a tile’s grip focused:
- Space or Enter picks up or drops the tile, and the arrow keys move it.
- [ and ] make it narrower or wider. - and = make it shorter or taller.
- ⌘Z or Ctrl Z undoes up to 50 steps while you arrange.
From a tile to the details
Hover a tile and open its … menu:
- Open goes to the report behind the tile.
- Edit or Edit tile, Rename, and Size (S, M, L or Full).
- Add to another board, Duplicate and Download CSV.
- Alert me on this… creates an alert for it, pre-filled. A tile that is already watched offers Open in Alerts.
- Show events, View people and Edit in Events open what is behind the number.
- Remove from this board asks first. A linked report stays saved.
Click a value inside a tile, such as one row of Top pages, for Show events with this value, Show people with this value, Filter this board to it or Edit in Events. Click anywhere in a point’s column on a line or insight tile for its point menu: see the people or their events for that day, or filter the whole board to that value.
Annotations
An annotation is a dated note, such as a launch or a price change, drawn on every line tile in the project. Add one from the board’s ••• menu › Annotations…, or from a line tile’s menu › Add annotation…. Pick a date, a label of up to 80 characters and a colour. Only the person who added an annotation can delete it.
Save a report to a board
When you save a new insight, funnel, flow or retention report, Save opens Save to a board. Find a board, pick a recent one, or choose New board… and name it in place. The report is saved and its tile is linked, so later edits show on the board. Save without a board keeps it in its own list only.
Saved reports, Overview cards, heatmaps, experiments and Events (under Save view) have Add to board. On a saved insight it is in the … menu. The dialog asks:
- Tile (Funnels and Retention): Linked, which follows the saved report everywhere, or Copy, a snapshot for this board.
- Filters: Follow the board, which uses the board’s date range and filters, or Keep this report’s filters.
- Board: pick one, or New board, which starts with just this tile.
Kept filters are adjusted to fit a board. A custom date range becomes 7 days, 30 days or 12 months, and up to 10 property filters carry over. Segments carry over only to funnel and insight tiles. Insights need saving first, because a tile shows the saved version.
Managing boards
The board’s ••• menu has:
- Rename and Edit details (name, goal or description, colour, who can see it).
- Annotations…, described above.
- Duplicate board and Save as template, which offers it under New board for your team.
- Set as my home board: it opens first when you open the project. This setting is yours alone.
- Pin to sidebar, for up to 20 boards. This pin is yours alone.
- Pin for team puts the board in everyone’s sidebar. Only boards shared with the whole team can be pinned for the team, and their cards say Pinned for team.
- Export as CSV.
- Delete board: removes the board and its tiles, not your saved reports or events. You can undo from the toast.
The Boards list shows each board as a card with a thumbnail of its real layout. Filter by All, Mine, Shared with team or Drafts. Search names and descriptions, and sort by Recently updated, Name A–Z, Created or Mine first.
To show a board to someone new, invite them to the project. There are no public share links.
Tips and gotchas
- An empty “Untitled board” isn’t saved until you rename it or add a tile.
- Line over time charts active people. For any other event over time, choose ＋ Add › Insight and build an insight.
- Boards can’t filter by segment yet. Save a segment-filtered insight or funnel instead.
Recipes
A weekly board for a client.
- Switch to the client’s project and click New board. Name it Weekly report and start from Acquisition.
- Choose ＋ Add › Existing report and tick their sign-up funnel. Then ＋ Add › More tile types › Big number for Week-1 retention.
- Add a Note at the top for this week’s commentary.
- Set the dates to Last 7 days, turn on Compare, and click Save as default.
- Choose Set as my home board so the project opens on it.
Mark the launch on every chart.
- Open any board and choose ••• › Annotations….
- Pick the launch date, type v2 launch, choose a colour and save.
Which page drove last week’s traffic, straight from the board?
- On a Top pages tile, click the page you are curious about.
- Choose Filter this board to it.