Beginner
How to set up PostHog dashboard on PostHog
Quick Answer
Setting up a PostHog dashboard involves creating a new dashboard, adding insights (charts and visualizations), and configuring the layout. You can customize dashboards with various insight types like trends, funnels, and retention charts to monitor key metrics.
Prerequisites
- Active PostHog account
- Data being tracked in PostHog
- Basic understanding of metrics and analytics
- Project access permissions
1
Navigate to Dashboards
Log into your PostHog instance and click on Dashboards in the left sidebar menu. This will take you to the main dashboards overview page where you can see existing dashboards and create new ones.
Tip
You can also access dashboards directly from the main navigation bar at the top of the interface.
2
Create a New Dashboard
Click the New dashboard button in the top-right corner. Enter a descriptive name for your dashboard in the Dashboard name field, such as "Marketing Performance" or "Product Analytics". Optionally add a description to help team members understand the dashboard's purpose.
Tip
Use clear, descriptive names that indicate the dashboard's purpose to make it easier for team members to find.
3
Add Your First Insight
Click Add insight to create your first chart or visualization. Choose from insight types like Trends (for tracking events over time), Funnels (for conversion analysis), Retention (for user retention), or Paths (for user journey analysis). Select the events, properties, and filters relevant to your analysis.
Tip
Start with simple trends insights to get familiar with the interface before moving to more complex visualizations.
4
Configure Insight Settings
Set up your insight by selecting the Events you want to track, choosing the appropriate Date range, and applying any necessary Filters or Breakdowns. Click Save & add to dashboard to add the insight to your dashboard.
Tip
Use breakdowns by user properties or event properties to get more granular insights into your data.
5
Arrange Dashboard Layout
Back on your dashboard, drag and drop insights to rearrange them. Resize insights by dragging the corners to make important metrics more prominent. Click Edit layout to enter layout editing mode for more precise positioning.
Tip
Place your most important metrics at the top of the dashboard for better visibility.
6
Add Text and Descriptions
Click Add text to insert text tiles that provide context, explanations, or section headers for your dashboard. Use these to create sections like "Key Metrics", "User Behavior", or "Conversion Funnels" to organize your insights logically.
Tip
Text tiles help provide context and make dashboards easier to understand for new viewers.
7
Set Dashboard Permissions and Sharing
Click the Share button to configure who can view or edit the dashboard. You can share with specific team members, make it public to your organization, or generate a public link. Set appropriate permissions using the Permissions dropdown.
Tip
Consider creating separate dashboards for different stakeholder groups with relevant metrics for each audience.
8
Save and Pin Dashboard
Click Save to finalize your dashboard. To make it easily accessible, click the Pin dashboard option to add it to your pinned dashboards list. This will make it appear in the quick access section of the dashboards page.
Tip
Pin your most frequently used dashboards to save time when accessing them daily.
Troubleshooting
Insights not loading or showing 'No data'
Check that your events are being tracked properly and that the selected date range contains data. Verify that filters aren't too restrictive and that the event names match exactly what's being sent to PostHog.
Dashboard layout keeps resetting
Ensure you click Save after making layout changes. If the issue persists, try refreshing the page and making changes in smaller increments, saving frequently.
Cannot add insights to dashboard
Check that you have edit permissions for the dashboard. If you're the owner and still having issues, try creating the insight first in the Insights section, then adding it to the dashboard from there.
Slow dashboard loading times
Reduce the number of insights on a single dashboard or adjust date ranges to shorter periods. Consider using Cached results option for insights that don't need real-time data.
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