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Boards: Dashboard Your Metrics

A Board is a collection of reports, text, and media that lets you view your most important metrics at a glance. Track KPIs, share insights, and keep your team aligned on key metrics.

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Use Cases

Boards help you monitor and communicate insights:

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Team Dashboards

• Track weekly KPIs (WAU, retention, conversion)
• Monitor product health metrics
• Share progress on team goals
• Align stakeholders on priorities

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Executive Reports

• High-level business metrics
• Growth trends and forecasts
• Revenue and engagement tracking
• Monthly business reviews

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Feature Tracking

• Monitor new feature adoption
• Track A/B test results
• Measure feature impact
• Share launch success metrics

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Personal Analysis

• Save work-in-progress analysis
• Track areas of focus
• Organize related reports
• Quick access to frequent queries

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Quick Start

Let’s create a board to track key product metrics.

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Step 1: Navigate Boards

Before creating a board, explore existing ones: Directory Sections: Favorites

• Click “Favorite” button on any board
• Quick access to your most-used boards
• Appears at top of directory

Pinned

• Important organization-wide boards
• Set by Admins/Owners
• Visible to all project members

Your Boards

• Boards you created
• Click ”+ New Board” to create

Search

• Search all boards
• View recently accessed boards

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Step 2: Create a Board

Click + New Board in the directory: Name Your Board:

• Click current title to edit
• Use descriptive names (“Weekly Product KPIs”)
• Add context for viewers

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Step 3: Add Content

Three types of content can be added: 1. Existing Reports

• Reports already saved in your project
• Creates linked copy (updates with original)
• Quick way to build dashboards

2. New Reports

• Create Insights, Funnels, Flows, or Retention
• Build directly on the board
• Save for reuse in other boards

3. Text and Media Cards

• Add context and commentary
• Embed images and videos
• Tell a data story

Adding Existing Reports: Method 1: From Board

• Click Add button on board
• Select Add Existing Report
• Choose report from list

Method 2: From Report

• Open any report
• Click breadcrumb dropdown
• Select Add to another Board

Method 3: From Another Board

• Click report overflow menu
• Select Make a Copy
• Choose destination board

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Step 4: Add Context with Text Cards

Text cards support rich formatting: Formatting Options:

• Font sizes (title, subtitle, text)
• Lists (bullets, ordered)
• Bold, italic, underline, highlight, strikethrough
• Quote blocks
• Hyperlinks
• Dividers

Use Cases:

• Explain what metrics mean
• Add analysis insights
• Link to related resources
• Provide metric definitions

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Step 5: Add Media Cards

Embed images and videos: Supported Formats: Images:

• PNG, JPG, GIF (up to 5MB)
• GIFs loop automatically
• Resize horizontally or vertically

Videos:

• YouTube embed links
• Vimeo embed links
• Loom embed links

Privacy Settings:

• Vimeo Privacy Guide
• YouTube Privacy Settings
• Loom Privacy Settings

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Arranging Content

Boards use a flexible row-based layout system.

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Row System

Content is organized in rows: Add Card to Row:

• Hover over a row
• Click ”+” button on left
• Select report or text/media card

Add New Row:

• Click ”+ Add Row” below last row
• Cards will be added to new row

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Moving Cards

Reorder content with drag and drop:

• Click gripper icon (top right of card)
• Drag to desired position
• Release to place

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Resizing Cards

Horizontal Resizing:

• Hover between cards in a row
• Drag control to adjust width
• Snap to 1/12th increments
• Minimum width: 1/4 of row (3/12ths)
• Maximum 4 cards per row

Vertical Resizing:

• Hover under a row
• Drag control to adjust height
• Show more/less data
• Remove empty space

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Board-Wide Filters

Apply date ranges and filters to all reports on a board: Click “Add Filter” to:

• Set consistent date range
• Apply filters to all reports
• Maintain data consistency
• Quick exploratory analysis

Temporary Filters: Use the caret dropdown for temporary changes:

• Explore different time periods
• Test filter scenarios
• Changes not saved to board

Permanent Filters: Use Pinned Filters:

• Click overflow menu on filter
• Select Edit
• Make changes
• Click Save to persist

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Board Subscriptions

Automatically deliver board snapshots via email or Slack: Requirements:

• Must be Project Owner, Admin, or Analyst
• Can schedule daily, weekly, or monthly
• Shows top 8 reports only

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Creating a Subscription

Step 1: Open Subscription Dialog

• Click Subscribe button (top right)
• View existing subscriptions
• Select Create New

Step 2: Configure Subscription Delivery Options:

• Email (any address, internal or external)
• Slack (public channels only)

Frequency:

• Daily (time zone aware)
• Weekly (choose day)
• Monthly (choose date)

Step 3: Save

• Click Subscribe
• Recipients receive on schedule

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Managing Subscriptions

View all board subscriptions:

• Click Subscribe button
• Select View All
• See all users’ subscriptions
• Edit or delete subscriptions

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Private Board Subscriptions

Restrictions apply to private boards: Existing Subscriptions:

• Continue to work for existing recipients
• Recipients can’t access board via “View Board” link

New/Edited Subscriptions:

• Must limit recipients to yourself only
• Can’t add others without board access

Other Users’ Subscriptions:

• Can view and delete
• Can’t edit without board access

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TV Mode

Display boards on office TVs or monitors: Features:

• Full-screen display
• Auto-refresh every 10 minutes
• Removes UI chrome
• Perfect for shared spaces

Access:

• Click Enter TV Mode button
• Press ESC to exit

Use Cases:

• Office dashboard displays
• Team area monitors
• War rooms
• Executive briefing rooms

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Real-World Board Examples

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Example 1: Weekly Product KPIs

Content:

• Text card: “Week ending [date] - Product Health”
• WAU trend (Insights line chart)
• Day 7 retention by cohort (Retention curve)
• Signup funnel conversion (Funnels steps)
• Top user flows (Flows Sankey)
• Text card: “Key Insights and Action Items”

Audience: Product team, weekly review

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Example 2: Marketing Dashboard

Content:

• New user signups by channel (Insights bar)
• Cost per acquisition trend (Insights line)
• Channel conversion rates (Funnels comparison)
• Activation funnel (Funnels steps)
• Text card: “Campaign Performance Notes”

Audience: Marketing team, daily monitoring

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Example 3: Executive Summary

Content:

• MAU metric card
• Revenue metric card
• Growth rate metric card
• Retention rate metric card
• Media card: CEO video message
• Text card: Monthly highlights
• Long-term growth trends (Insights lines)

Audience: Executive team, monthly review

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Example 4: Feature Launch Tracker

Content:

• Text card: “Feature X Launch - [Date]”
• Feature adoption funnel
• Daily active users of feature
• User flows through feature
• Text card: “Learnings and Next Steps”
• Media card: Demo video

Audience: Product and engineering teams

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Tips for Effective Boards

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Managing Boards

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Favoriting

• Click Favorite button (top right)
• Appears in Favorites section
• Quick access to frequent boards

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Pinning (Admin/Owner)

• Pin critical organization boards
• Visible to all project members
• Appears in Pinned section

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Sharing

Boards inherit sharing from reports:

• Add reports to share board content
• Manage individual report permissions
• Learn about Board Sharing and Permissions

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Deleting

To delete:

1. Click ”…” button (top right)
2. Select Delete
3. Confirm deletion

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Common Questions

Q: Can I add the same report to multiple boards? A: Yes! Each board gets a linked copy that stays in sync with the original. Q: Do board filters change my saved reports? A: No. Board filters only affect how reports display on that board. The original saved reports are unchanged. Q: How do I know if a board subscription is working? A: Check the subscription list and confirm recipients are receiving emails/Slack messages at scheduled times. Q: Can external people access my board? A: External people can receive board subscriptions via email but cannot access the board directly in Mixpanel. Q: What happens if I delete a report that’s on a board? A: If you delete the original report, linked copies on boards will also be deleted.

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Next Steps

• Learn about Board Templates
• Understand Sharing and Permissions
• Create reports with Insights
• Set up Board Subscriptions