Overview Boards are customizable dashboards that combine multiple visualizations, reports, and content into a single view. Use boards to monitor key metrics, share insights with your team, and tell data stories.
Components Boards can contain various types of components:
Visualizations Charts from your reports:
Type Description Insights Line charts, bar charts, pie charts, tables, metric cards Funnels Funnel visualizations showing conversion Retention Retention tables and curves Flows Sankey diagrams showing user paths
Content Elements Element Description Text Markdown-formatted text blocks Headers Section headers to organize your board Images Uploaded images or linked graphics Videos Embedded video content Dividers Visual separators between sections
Creating a Board
Create New Board
Navigate to Boards and click New Board
Add Components
Click + Add to add visualizations or content:
Add Report : Insert a saved reportAdd Text : Insert text/markdownAdd Image : Upload or link an imageAdd Video : Embed a videoAdd Divider : Insert a visual break
Arrange Layout
Drag and drop components to arrange them. Resize by dragging edges.
Save
Click Save and give your board a name
Adding Reports to Boards From a Report
Build or open a saved report
Click Add to Board
Select existing board or create new
Report appears on the board
From the Board
Open your board
Click + Add → Add Report
Browse or search saved reports
Select and position the report
Layout & Styling Grid System Boards use a flexible grid for layout:
┌─────────────────────────────────────────────────┐ │ [Header: KPIs] │ ├──────────────────┬──────────────────────────────┤ │ │ │ │ Metric Card │ Line Chart │ │ (1x1) │ (2x1) │ │ │ │ ├──────────────────┼──────────────────────────────┤ │ │ │ │ Pie Chart │ Funnel │ │ (1x1) │ (2x1) │ │ │ │ ├──────────────────┴──────────────────────────────┤ │ [Divider] │ ├─────────────────────────────────────────────────┤ │ │ │ Retention Table (3x1) │ │ │ └─────────────────────────────────────────────────┘
Resizing Components
Drag corner/edges to resize
Snap to grid for alignment
Minimum sizes vary by component type
Reordering
Drag components to new positions
Components shift to accommodate
Use dividers to create sections
Sharing Boards Team Sharing Share with specific team members:
Click Share on your board
Enter team member emails
Set permissions:
View : Can see but not editEdit : Can modify the board
Public Links Create view-only public links:
Click Share → Create Public Link
Copy the generated URL
Anyone with the link can view (not edit)
Public links show a snapshot of the data. Consider data sensitivity before sharing externally.
Board Permissions Role View Edit Share Delete Owner ✅ ✅ ✅ ✅ Editor ✅ ✅ ❌ ❌ Viewer ✅ ❌ ❌ ❌ Public Link ✅ ❌ ❌ ❌
Example Boards Executive Dashboard ┌─────────────────────────────────────────────────┐ │ [Header] Key Metrics This Week │ ├────────┬────────┬────────┬─────────────────────┤ │ WAU │ Runs │ Success│ Activation Rate │ │ 12.5K │ 45.2K │ 94% │ 8.5% │ ├────────┴────────┴────────┴─────────────────────┤ │ │ │ Weekly Active Users (Line Chart) │ │ │ ├─────────────────────────────────────────────────┤ │ │ │ Runs by workflow (Bar Chart) │ │ │ └─────────────────────────────────────────────────┘
Acquisition Board ┌─────────────────────────────────────────────────┐ │ [Header] Marketing Performance │ ├─────────────────────────────────────────────────┤ │ │ │ Traffic Source → Signup → Activation Funnel │ │ │ ├──────────────────┬──────────────────────────────┤ │ │ │ │ By Source (Pie) │ Conversion by Source (Bar) │ │ │ │ ├──────────────────┴──────────────────────────────┤ │ │ │ Post-signup flows (Sankey) │ │ │ └─────────────────────────────────────────────────┘
Product Health Board ┌─────────────────────────────────────────────────┐ │ [Header] User Engagement │ ├──────────────────┬──────────────────────────────┤ │ │ │ │ DAU/WAU Ratio │ 7-Day Retention Curve │ │ │ │ ├──────────────────┴──────────────────────────────┤ │ │ │ Weekly Retention Table │ │ │ ├─────────────────────────────────────────────────┤ │ │ │ Feature Usage by User Segment (Stacked Bar) │ │ │ └─────────────────────────────────────────────────┘
Best Practices Organize Logically Group related metrics together:
✅ Good organization: - KPIs at top - Detailed breakdowns below - Related metrics grouped - Clear section headers ❌ Poor organization: - Random metric placement - No visual hierarchy - Missing context
Design for Your Audience Executive board: - High-level KPIs - Trend lines - Minimal detail Analyst board: - Detailed breakdowns - Multiple dimensions - Tables with raw data Team board: - Actionable metrics - Target comparisons - Recent changes
Keep It Focused ✅ Good: 5-8 focused components per board → Easy to scan, clear story ❌ Avoid: 20+ components crammed together → Information overload
Use Text for Context Add explanatory text:
[Header] Conversion Funnel [Text] This week's funnel shows a 15% improvement in signup-to-activation conversion. The main driver is the onboarding flow launched on Monday. [Funnel Chart]
Refresh Considerations Board data refreshes when viewed. For large boards:
Consider splitting into multiple boards
Use summary views for dashboards
Link to detailed reports
Managing Boards Duplicating
Open board
Click … → Duplicate
Modify the copy as needed
Deleting
Open board
Click … → Delete
Confirm deletion
Deleting a board is permanent. The saved reports within are not deleted—only removed from the board.
Organizing Use folders or naming conventions:
Boards: ├── [Exec] Weekly KPIs ├── [Exec] Monthly Review ├── [Product] Feature Adoption ├── [Product] User Flows ├── [Marketing] Campaign Performance └── [Marketing] Channel Analysis
Next Steps
Insights Create charts for your board
Cohorts Segment data on boards
