Profile Dashboards

Profile Dashboards share much of their functionality with Dashboards. This guide assumes you are familiar with Dashboards already. If not, please review our high-level docs on API Dashboards as well as our docs on Creating Dashboards

Profile Dashboards enable you to see key API metrics for specific users and companies. They provide individualized account metrics across your entire customer base. This is accomplished by providing a customizable template that is applied to each user’s or company’s profile page. Profile Dashboards are located at the bottom of any user or company profile page.

There are two pre-configured Profile Dashboard templates provided initially. A template for user profiles and another for company profiles. Additional templates can be created, configured, and quickly switched between.

Viewing Profile Dashboard templates

Profile Dashboard Templates can be accessed from two locations.

The first way to view and customize Profile Dashboard templates is to simply click the Profile Dashboards navigation item dropdown in the left-side navigation and select either User Profile or Company Profile.

An alternative way is when viewing a User or Company profile page, click the vertical ellipsis above the displayed Profile Dashboard and select Edit Template.

The selected template is presented and ready to be configured.

Editing existing Profile Dashboard templates

You can save almost every chart you see in Moesif to a Profile Dashboard. This includes live event logs, time series, bar chart, heatmap, and funnels. To get started, navigate to the Events, Users, or Companies screens to start a new analysis. Within the chart view, set up the filters, group by, and time range as you would like for your chart.

Only event-type workspaces can be used in User Profile Dashboards. If you are not familiar with event-type workspaces, please review Event Analytics and Logging

Once you have created a new analysis or chart and are ready to add it to a profile dashboard, click the orange Save button in the top right of the screen.

A modal is presented where you name the newly created workspace and select which Profile Dashboard you would like it to be added to.

Click the Save button on the bottom right of the modal to add the workspace to the desired Profile Dashboard.

A confirmation dialog will appear to notify you that the workspace has been successfully added to the Profile Dashboard.

You can navigate back to the Profile Dashboard you were editing by clicking the link provided in the confirmation dialog or by using the left side navigation pane.

We can see the newly added workspace appear in our Profile Dashboard template. This workspace is immediately visible when viewing the respective user or company Profile Dashboard.

Creating new Profile Dashboard templates

Additional Profile Dashboards can be created to provide more versatility for your team to gain additional insights into your customers without cluttering up a single dashboard.

To create a new Profile Dashboard template simply hover over the Profile Dashboards navigation item in the left-side navigation and select the + icon to add a new sub-dashboard.

Give your new sub-dashboard a name and click the Add button. Your new sub-dashboard will appear under the Profile Dashboards on the left side navigation

This newly created sub-dashboard can then be populated in the same way detailed in the previous Editing Existing Profile Dashboard Templates section.

Switching between Profile Dashboard templates

Multiple Profile Dashboard templates can be leveraged and quickly switched between to capture greater insights into your customer base.

There are two ways to switch up which template your Profile Dashboards are using.

The first way is to navigate to the Profile Dashboard template you would like apply by using the left side navigation. Use the vertical ellipsis on the top right of the page and select either Display In User Profiles or Display In Company Profiles.

A modal will then appear requesting confirmation of the change. Based on your prior selection, click Replace in User Profiles or Replace in Company Profiles.

You will receive a confirmation message letting you know the change has been accepted and applied to the selected profile.

The second way is when viewing a Profile Dashboard on a User or Company profile page.

On the top left of the Profile Dashboard click the vertical ellipsis and select Switch Template.

A modal will appear asking which Dashboard you would like to use as a replacement. Make your selection and then click Replace in User Profiles or Replace in Company Profiles, respectively.

A dialog will appear confirming the selected replacement dashboard change which is immediately viewable within the Profile Dashboard section.