> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hightouch.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboards

> Use dashboards to combine saved charts into a single, visual workspace where you can analyze trends, validate campaign logic, and monitor performance.

<video controls src="https://cdn.sanity.io/files/pwmfmi47/production/8a1b8c5729e0a6b7a8d5490f0aec73b429bf045d.mp4" title="Dashboards overview" />

## Before you begin

* Saved charts created from your schema models

## Overview

Dashboards let you organize saved charts in a flexible grid layout. You can use them to:

* Explore key metrics and user behavior
* Validate audience criteria before launching campaigns
* Monitor engagement, conversions, and lift over time

Dashboards are composed of saved **Charts**. [Each chart](https://docs.hightouch.com/campaign-intelligence/overview.md#build-charts) is a data visualization created from your models (users, events, and related models). Charts can be reused across dashboards.

> [!NOTE]
>
> All charts in a dashboard must share the same parent model.

## Who uses it

| Role | Responsibilities |
| - | - |
| **Data, Marketing Ops or MarTech teams** | Add and configure charts and dashboards |
| **Marketers** | Explore and filter dashboards |

## Create a dashboard

### 1. Open the Dashboards tab

1. Go to `Intelligence → Dashboards` to see all dashboards in your workspace.
2. Click `Create dashboard` in the top right.

   ![Dashboard list](https://mintcdn.com/hightouch-3c037897/L_vQfA0JQEpeGUUo/images/campaign-intel/dashboard_list.png?fit=max\&auto=format\&n=L_vQfA0JQEpeGUUo\&q=85\&s=6f22001bbdfa32a18dfa31920d4a8344)

### 2. Name your dashboard and choose a parent model

In the modal:

1. Select a parent model (e.g. Users).
2. Enter a dashboard name.
3. Optionally, add a description.
4. Click `Create dashboard` to save and open your new dashboard.

   ![Dashboard modal](https://mintcdn.com/hightouch-3c037897/L_vQfA0JQEpeGUUo/images/campaign-intel/dashboard_create_modal.png?fit=max\&auto=format\&n=L_vQfA0JQEpeGUUo\&q=85\&s=20f1c77570dd2ba52ec574053374fb13)

### 3. Add charts

Click `Add chart` to choose one of the following options:

* **Saved chart**: Add an existing chart from your library

* [**Insights**](https://docs.hightouch.com/campaign-intelligence/insights.md) **chart**: Build a new visualization to measure your marketing efforts

* [**Funnel**](https://docs.hightouch.com/campaign-intelligence/funnels.md) **chart**: Track drop-off across a multi-step flow

![Dashboard chart options](https://mintcdn.com/hightouch-3c037897/L_vQfA0JQEpeGUUo/images/campaign-intel/dashboard_add_charts.png?fit=max\&auto=format\&n=L_vQfA0JQEpeGUUo\&q=85\&s=97fcf7f1686078a4af27d63a0d391897)

![Dashboard saved charts](https://mintcdn.com/hightouch-3c037897/L_vQfA0JQEpeGUUo/images/campaign-intel/dashboard_saved_charts.png?fit=max\&auto=format\&n=L_vQfA0JQEpeGUUo\&q=85\&s=e3471a9a68419dd091db60d1e5cf5c86)

After adding charts, use drag-and-drop to arrange and resize them in your layout. Additional charts can be added within the same row or a new row, unless the maximum number of 4 charts for the row has been reached.

![Dashboard add additional chart](https://mintcdn.com/hightouch-3c037897/L_vQfA0JQEpeGUUo/images/campaign-intel/dashboard_add_additional_chart.png?fit=max\&auto=format\&n=L_vQfA0JQEpeGUUo\&q=85\&s=89ff8bb3389794b29b5ce622c869f9a5)

> [!NOTE]
>
> &#x20;
>
> Archived charts will still appear on existing dashboards, but can't be added to
> new dashboards.&#x20;

## Apply filters

Use the filter bar at the top of the dashboard to apply filters across all charts. You can filter by:

* **Time range**: Default (respects the time filters on the individual charts), 7d, 30d, 60d, 90d, or set a custom range.
* **Properties**: Parent, event, and related model fields like `country`, `device_type`.
* **Audience membership**: One or multiple audiences can be applied to the dashboard.

Filters help you explore performance across specific timeframes, properties, or user segments.

> [!NOTE]
>
> &#x20;
>
> Filters applied in View mode are temporary. Switch to Edit mode and click **Save
> changes** to make them permanent.&#x20;

![Dashboard filters](https://mintcdn.com/hightouch-3c037897/L_vQfA0JQEpeGUUo/images/campaign-intel/dashboard_add_filters.png?fit=max\&auto=format\&n=L_vQfA0JQEpeGUUo\&q=85\&s=1c7c9a1ca1abced809c5841eab506615)

## Edit and manage dashboards

### Modes and editing

Dashboards support two modes:

| Mode | Description |
| - | - |
| **Edit** | Add, remove, or resize charts. Update filters and layout. |
| **View** | Explore charts and apply temporary filters. No changes saved. |

To save layout or filter changes, switch to Edit mode and click `Save changes`.

### Manual refresh and data retention

* Dashboard data is cached for up to **30 days**

* Each dashboard displays a `Last refreshed` timestamp

* Click the refresh button to manually reload chart data. New filters are not automatically applied, you must refresh the dashboard to apply them.

### Scheduled refresh

You can also schedule dashboard refreshes so data is automatically loaded the next time you open the dashboard. The following options are available:

* Manual: The dashboard can only be refreshed manually.
* Custom recurrence: The dashboard refreshes at a specific time and schedule (for example, every Monday at 9:00 AM).

  ![Dashboard refresh](https://mintcdn.com/hightouch-3c037897/L_vQfA0JQEpeGUUo/images/campaign-intel/dashboard_refresh.png?fit=max\&auto=format\&n=L_vQfA0JQEpeGUUo\&q=85\&s=e1f1caa539b2089d21bba152ccd32890)

### Chart behavior

If a saved chart is updated or removed after being added to a dashboard:

| Saved chart status | Behavior in dashboard |
| - | - |
| **Deleted** | A deleted chart placeholder appears |
| **Updated** | A warning is displayed. Changes appear only after the dashboard is refreshed |
| **Archived** | An archived badge appears until removed or restored |

### Sharing dashboards

Dashboards are visible to anyone in your workspace with access to the parent model and can be shared via link with other workspace members.

### Exporting dashboards

The data displayed in the dashboard charts can be exported. The export generates a ZIP file containing a separate CSV for each individual chart in the dashboard.

![Dashboard exports](https://mintcdn.com/hightouch-3c037897/L_vQfA0JQEpeGUUo/images/campaign-intel/dashboard_export.png?fit=max\&auto=format\&n=L_vQfA0JQEpeGUUo\&q=85\&s=945a7d75f721f85d7bc9abb0d14ca7b0)

### Dashboard performance

* Limit dashboards to **20 charts** for optimal performance

* If performance is a concern, consider leveraging [sampling](https://docs.hightouch.com/customer-studio/sampling.md) (fast queries). If enabled, it applies to the entire dashboard, not individual charts. Sampling *could* impact the accuracy of certain charts.

## Example: Campaigns performance dashboard

**Goal:** Monitor engagement and conversions for Q3 promo campaigns

1. Create a saved chart for **audience size over time**

2. Create a dashboard named **Q3 campaigns monitoring**

3. Add:

   * Saved audience size chart

   * Build a chart for "Email delivered"

   * Build a chart for "Checkouts" in-line

4. Apply a **Last 30 Days** global filter

5. Refresh as needed to monitor performance throughout the campaign