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 description: what question does this board answer?
- 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 (referrers, top pages, active people over time, countries). Your team’s own templates appear here too.
- 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 tiles
Click ＋ Add tile. Browse by Suggested, Numbers, Charts, Funnels, Retention, Tables, Heatmaps and Text, or search. Saved reports lists your saved funnels, retention and insights. Templates adds a ready-made set of tiles.
| 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. Click a 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.
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 shows Open report and 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:
- Show events, View people and Edit in Events open what is behind the number.
- Watch this… creates an alert for it, pre-filled.
- Edit tile, Duplicate and Remove. Remove asks first, then offers Undo.
Click a value inside a tile, such as one row of Top pages, for Show events with this value, Show people with this value or Filter this board to it.
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.
Add to board from a report
Overview cards, Funnels, Retention, Insights, heatmaps and Events (under Save view) have Add to board. 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, description, colour, who can see it).
- 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.
- 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, save an insight and add it.
- 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.
- Add their sign-up funnel from Saved reports as a linked tile, and a 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.