How to build a dashboard your team will actually open

In this lesson

1. 1Click Create board, select Dashboard and click Continue to open an empty dashboard.
2. 2Click Add content. On Create new or Add existing, add at least one report plus Journey Results or Experience Results.
3. 3Add a Text widget and write one sentence saying what the board is for.
4. 4Change the date range in the dashboard header once and watch every widget redraw together.
5. 5Drag one card by its grip to move it, drag a divider to resize it, and open its menu to use Edit card.

Setup checklist

The 17 steps to answer any question with data, from your first report to a revenue number you can defend. Tick them off as you go; your ticks stay in this browser.

0 of 17 ticked

1. 1.In the sidebar, open the Analytics group and click Boards to see reports and dashboards in one list.
2. 2.Click Create board, select Insights and click Continue. Pick an event and build one Insights trend end to end.
3. 3.Repeat Create board with Funnel for a conversion question and Retention for a return question. Pick the type by the question.
4. 4.Click Create board, select Dashboard and click Continue to open an empty dashboard.
5. 5.Click Add content. On Create new or Add existing, add at least one report plus Journey Results or Experience Results.
6. 6.Add a Text widget and write one sentence saying what the board is for.
7. 7.Change the date range in the dashboard header once and watch every widget redraw together.
8. 8.Drag one card by its grip to move it, drag a divider to resize it, and open its menu to use Edit card.
9. 9.Open an Insights report, open Breakdown and click Apply attribution to set a Lookback in days.
10. 10.Set the series Attribution model to First touch and note the winner, then switch to Last touch (the default) and compare.
11. 11.Write the model name next to any attributed number you report.
12. 12.Click Create board, select Retention, click Continue, then choose an Anchor event and a Return condition.
13. 13.Switch the Retention window between Daily, Weekly and Monthly, watch the curve redraw, and keep the one that matches how often people really return.
14. 14.Point to the period where the curve drops off and compare which cohort rows retain best.
15. 15.Open Integrations, choose Add source, pick API, and copy the generated API key and source id. Blur or regenerate the key after recording.
16. 16.Send one event with curl: POST https://api.intempt.com/v1/{orgName}/projects/{projectName}/sources/{sourceId}/track with a track/payload body.
17. 17.Open Users > Events > Live and watch the event land.

Your tech stack and tools

The core stack (everything you actually need)

• Intempt console (This is where every report, dashboard and number in this course lives)
• Tracked events in a project (This is what every report is built from, so make sure data is flowing first)
• curl (This is how you send your first event from a terminal. It is already on your Mac)

Highly recommended optional upgrades that level up your work

• Journeys or Experiences with results (This is what fills the journey and experiment widgets on your dashboard)
• Track Data reference (This is the full reference for sending events from any backend)
• Live data feed guide (This is how you confirm your server events are arriving)

Your first 100K events a month are included on every plan. Full-funnel attribution is on the Organization plan.