Introduction to Team Dashboards

Team dashboards enable you to save and track against key metrics that are important to you. There are no limits on the number of dashboards you can create. You can also organize dashboards such as by project, department, or other.

Dashboards are organized in a tree structure which you can view on the left side. Each dashboard is like a file directory in that it contains an arbitrary number of workspaces (i.e. chart), and can also contain other dashboards.

Custom Product Dashboard

Prebuilt dashboards

So you can get started faster, your Moesif account will have prebuilt dashboards, one for each department:

  • Product
  • Customer Success
  • Engineering
  • Security
  • Sales
  • Marketing

These contain metrics based on what we’ve seen work best. This can provide a good starting point for your to modify or you can start with a blank slate.

Moving dashboards and workspaces

Workspace tiles can be moved via drag-n-drop. You can move workspaces into other dashboards by dragging them to the left dashboard hierarchy. You can also nest dashboards under other dashboards by dragging them also within the left panel.

In order to change an actual metric, click on the chart to bring up the full view. Once you made your changes, click Update at the top right.

Dashboard actions

Dashboard Actions

Deleting dashboards

Delete a dashboard by clicking the trash icon. Before a dashboard can be deleted, you must first delete any charts and other dashboards that a particular dashboard holds for safety.

Copying dashboards

You can duplicate any dashboard by clicking the copy button. This will perform a deep copy which means all the charts within the dashboard are also copied. If you edit a copied dashboard, it will not impact the original dashboard.

Duplicating dashboards can be useful when you want a template dashboard that already contains all the metrics you want for all new projects or apps.

Refresh interval

By default, dashboards do not reload or refresh. However, you can select a time interval such as 15 seconds or 5 minutes you would like the dashboard to refresh. This can be useful if the dashboard is shown on a TV in the office and want it to be always up to date.

Override date Range

You can quickly override the date range used by all workspaces within the dashboard. By default, each chart will use the date range stored with the chart. This makes it easy to toggle the same dashboard between different ranges such as last 24 hours and last week

Override filters

If your workspaces have a filter, you can override it easily with the override filter button. Before using this feature, ensure the filter you want to override is present in the workspace already. If not, the filter override will have no effect.

A common use case for the filter override is to easily switch between different customer or partners while havimng a common dashboard containing all KPIs. With the override filters feature, you don’t have to manually create a dashboard for each customer.

Override filters

When you override a dashboard, a blue filter funnel icon will be present in the workspace tiles when applied.

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