phliusphlius

Analytics

Build custom dashboards and reports to visualize your experiment and business data

Introduction to Analytics

The Analytics feature provides a powerful dashboard builder that lets you create custom visualizations of your data. Build reports to track experiment performance, monitor key metrics, and gain insights into your business.

Analytics Dashboards

Overview

Analytics dashboards are customizable canvases where you can place widgets to visualize your data. Each dashboard can contain multiple widgets arranged in a flexible grid layout.

Creating a Dashboard

To create a new analytics dashboard:

  1. Navigate to the Analytics section from the sidebar
  2. Click New Dashboard
  3. Enter a title and optional description
  4. Start adding widgets

Dashboard Properties

  • Title - The dashboard name
  • Description - Optional context about what the dashboard shows
  • Is Example - Mark as an example dashboard for new users

Widgets

Widgets are the building blocks of your dashboards. Each widget displays data in a specific visualization format.

Widget Types

Charts

  • Line Chart - Show trends over time
  • Bar Chart - Compare values across categories
  • Area Chart - Visualize cumulative data
  • Pie Chart - Show proportions and distributions

Tables

  • Data Table - Display raw data in tabular format
  • Pivot Table - Aggregate and cross-tabulate data

Numbers

  • Single Value - Display a key metric prominently
  • Comparison - Show a metric with period-over-period change

Other

  • Text - Add explanatory text and notes
  • Filter - Add interactive filters to control other widgets

Creating Widgets

  1. Click Add Widget on your dashboard
  2. Select the widget type
  3. Configure the data source:
    • Choose the data cube (experiments, key results, etc.)
    • Select dimensions (what to group by)
    • Select measures (what to calculate)
    • Apply filters (narrow down the data)
  4. Customize the visualization:
    • Colors and styling
    • Labels and legends
    • Axis configuration
  5. Position and resize on the dashboard

Widget Configuration

Dimensions

Dimensions are the attributes you can group or segment your data by:

  • Time - Date, week, month, quarter, year
  • Status - Experiment status, OKR status
  • Owner - Team member responsible
  • Category - Growth area, experiment type
  • Custom fields - Any custom attributes you've defined

Measures

Measures are the values you want to calculate:

  • Count - Number of items
  • Sum - Total of a numeric field
  • Average - Mean value
  • Min/Max - Minimum or maximum values
  • Distinct Count - Number of unique values

Filters

Narrow down the data shown in your widget:

  • Filter by date range
  • Filter by status
  • Filter by owner or team
  • Combine multiple filters with AND/OR logic

Data Cubes

The analytics system is built on data cubes that provide pre-aggregated, optimized access to your data.

Available Data Sources

Experiments Cube

Analyze your experimentation program:

  • Experiment counts by status
  • Win rate over time
  • Average experiment duration
  • Experiments by growth area
  • Results distribution

OKRs Cube

Track objective progress:

  • Key result achievement rates
  • Progress over time
  • OKRs by owner
  • Status distribution

Activity Cube

Monitor platform usage:

  • Active users over time
  • Feature adoption
  • Engagement metrics

Dashboard Features

Layout

Dashboards use a flexible grid system:

  • Drag widgets to reposition
  • Resize widgets by dragging corners
  • Widgets snap to grid for clean alignment
  • Responsive layout adapts to screen size

Filters

Add dashboard-level filters that affect multiple widgets:

  1. Add a Filter widget
  2. Configure which dimension to filter
  3. Link the filter to other widgets
  4. Users can then interactively filter the entire dashboard

Date Ranges

Most dashboards support date range selection:

  • Preset ranges (Last 7 days, Last 30 days, This quarter, etc.)
  • Custom date range picker
  • Comparison periods (vs previous period, vs same period last year)

Refresh

Dashboard data can be refreshed:

  • Manual refresh button
  • Auto-refresh interval (configurable)
  • Last updated timestamp

Sharing Analytics

Internal Sharing

Share dashboards with your team:

  • All organization members can view dashboards
  • Edit permissions based on role

External Sharing

Share analytics reports externally:

  1. Click Share on a dashboard or report
  2. Configure share settings:
    • Set a title and description for the share
    • Optionally require a password
    • Set an expiration date
    • Apply security filters to limit data exposure
  3. Copy the share link

Each share gets a unique URL slug and tracks:

  • View count
  • Last accessed time
  • Active/inactive status

Revoking Shares

Deactivate shares when no longer needed:

  1. Go to your shares list
  2. Find the share
  3. Deactivate or delete

Example Dashboards

The system includes example dashboards to help you get started:

Experimentation Overview

  • Total experiments by status
  • Win rate trend
  • Experiments launched per month
  • Top performing experiments

OKR Progress

  • Objectives by status
  • Key result achievement distribution
  • Progress trend over time
  • At-risk OKRs

Building Effective Dashboards

Best Practices

Design

  • Keep dashboards focused on a specific purpose
  • Use consistent color coding
  • Place most important metrics at the top
  • Group related widgets together

Data

  • Choose appropriate time granularity
  • Use filters to focus on relevant data
  • Consider your audience when selecting metrics
  • Include context (goals, benchmarks, trends)

Performance

  • Limit the number of widgets per dashboard
  • Use appropriate date ranges (don't load too much data)
  • Consider data freshness requirements

Common Patterns

Executive Dashboard

  • High-level KPIs at the top
  • Trend charts in the middle
  • Detailed breakdowns at the bottom

Team Dashboard

  • Team-specific metrics
  • Individual performance views
  • Current sprint or quarter focus

Deep Dive

  • Detailed data tables
  • Multiple dimension breakdowns
  • Comprehensive filtering options

Exporting Data

Export your analytics data for further analysis:

  • CSV - Raw data export
  • PNG - Chart images
  • PDF - Full dashboard export

API Access

Access analytics data programmatically through the API for integration with other tools or custom applications.

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