Best practices
Collaborate on data with dashboard sharing and Team Space
Dashboard sharing is suitable when members share the data of a single dashboard with each other, while Team Space is suitable when members jointly follow and collaborate on the data of multiple dashboards.
- Share dashboards with team members to convey business information
When you need to share reports built from certain metrics with others to reach consensus on the same business topic among multiple members, you can place these reports on a dashboard and use Share Dashboard. You can also set other members as dashboard editors so that you can maintain the dashboard together.
- Create a shared team space to store the data that the whole team follows
When certain data metrics need to be followed by the members of a team, the admins and editors of the Team Space can place reports built from these metrics on a dashboard and add the dashboard to the space.
For example, you can build reports from metrics such as the project's overall daily new users, New Users by Channel, and next-day retention of new users, put them on a new-user topic dashboard, and place that dashboard in the Team Space. Dashboards on the project's overall activity topic and churn and return topic can also be placed in this Team Space and organized there.
In this way, all members of the space see the same dashboard hierarchy, and the space can serve as the team's standard data viewing area that stores the data the whole team follows.
Use dashboard filter components for multi-dimensional analysis of user groups
On a dashboard, a page filter can filter multiple reports at once, so you can use it for multi-dimensional analysis of specific user groups.
For example, when you need to analyze the activity of high-spending and low-spending users and their contribution to revenue, you can first place multiple reports that show user characteristics on the dashboard, such as activity, payment amount, and Payment Rate reports.
Then, add a page filter to the dashboard and add the User groups by spending tag as a filter condition.
The dashboard's editors and viewers can then use these filter conditions to easily see how high-spending and low-spending users perform in dimensions such as activity and revenue contribution.
Use notes to record business information or analysis conclusions
Take a Core Dashboard as an example. A Core Dashboard usually contains a large number of reports and user tags. Based on the metrics they carry, the reports fall into different content such as new-user reports, retention and activity reports, and payment reports.
With notes, you can divide a dashboard into multiple areas and write down business information and analysis conclusions for each area. This way, when the dashboard is shared, new participants can quickly understand its business meaning.
Improve dashboard performance with dashboard freezing and long-term caching
Viewing a dashboard immediately triggers dashboard calculation. To reduce the calculation overhead of viewing, you can combine the Freeze and Custom Cache capabilities to manage two types of dashboards:
First, you can Freeze dashboards that don't need to be viewed for a long time. No calculation is initiated for a frozen dashboard, which avoids overhead.
Second, for dashboards whose data no longer updates, you can set the cache to Long Term. When you view such a dashboard with the default conditions, historical calculation results are displayed without recalculating.