9. Dashboards

Sessions, heatmaps, and funnels each answer a specific question. Dashboards bring the answers together — a customizable grid of cards (charts, metrics, and lists) that tells you how your product is doing at a glance. This chapter covers the prebuilt templates, building and configuring your own cards, scoping a dashboard with filters and segments, and getting data out.

Dashboards and Charts, including the five prebuilt role-based templates (section 9.2), are available from the Pro plan ([Chapter 17, section 17.1]).

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9.1 Dashboards Overview

A dashboard is a page made of cards arranged on a grid. Each card visualizes one piece of your data — a metric, a trend, a breakdown, a list of sessions — and together they give you a tailored picture.

The dashboard list

Your dashboards are listed with their name, owner, and visibility (private or team). From here you can open, edit, archive, or delete them, and set one as your default so it opens automatically for you (you can have one default per site).

Cards and the card library

Cards aren't locked to a single dashboard. When you build a card it's stored in your card library, and the same card can be added to multiple dashboards. A card's visibility can be personal (only you) or team (everyone), just like dashboards themselves. To browse and manage the full card library independently of any dashboard, use the Charts page.

Refreshing

Dashboards don't auto-refresh in real time. Use Refresh All to reload every card, or refresh an individual card from its menu. (There is no live/auto-updating mode.)

Drilling from dashboard to detail

Dashboards are a starting point, not a dead end. Table-based cards (Breakdown and Pages) let you click a row to Add to Filter or View Sessions — jumping from a summary number into the real recordings behind it (section 9.7).

Note — clicking an individual point on a line or bar chart does not drill in. Drill-in actions are available on table rows (Breakdown and Pages cards).

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9.2 Prebuilt Templates

You don't have to start from a blank page. FullSession ships with five role-based dashboard templates, each pre-built with relevant cards. Pick the one that matches your role and you'll have a useful dashboard in seconds.

The available templates

Template	Built for
Growth / CRO / RevOps	Conversion, growth, and revenue teams
Product Management	Product teams tracking usage and adoption
Engineering / QA / SRE	Developers, QA, and reliability engineers
Executive Overview	Leadership wanting high-level KPIs
CS / Digital Ops	Customer success and digital operations

Using a template

Creating from a template requires the create dashboards permission. Click a template card and FullSession creates a new dashboard pre-filled with that template's cards, populated with your live data. From there you can freely add, remove, rearrange, and reconfigure cards (sections 9.4–9.6) — the template is just a fast starting point.

Tip — start from the template closest to your role, then trim and tweak. It's almost always faster than building from blank.

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9.3 Creating & Managing Dashboards

Creating a dashboard

1. Click Add Dashboard.

2. Fill in:

   • Name (required, up to 100 characters).

   • Description (optional, up to 240 characters).

   • Private — check "Private (visible only to you)" to keep it to yourself, or leave it unchecked to make it visible to your whole team.

3. Create the dashboard — it opens ready for you to add cards.

Editing, archiving, and deleting

Action	What it does
Edit	Change the name, description, or visibility
Set as default	Make this the dashboard that opens first for you (one default per site)
Archive	Hide the dashboard from the main list without deleting it; an admin can restore it later
Delete	Permanently remove the dashboard (with a confirmation prompt)

These actions are governed by permissions — editing requires the edit permission, deleting requires the delete permission (section 9.8).

No "duplicate dashboard." FullSession doesn't copy a whole dashboard in one click. Because cards are reusable across dashboards (section 9.1), the practical approach is to create a new dashboard and add the existing cards you want to it. (Archiving, not duplication, is how you set a dashboard aside.)

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9.4 Cards: Adding & Arranging

Dashboards are built on a drag-and-drop grid, so composing one is fast and visual.

Adding cards

1. Click Add charts.

2. Choose from the card library — your existing cards plus any available template cards — or build a new card (section 9.5).

3. The card is placed on the grid, populated with live data.

Arranging the grid

The grid is fully malleable:

• Drag a card to move it.

• Resize by dragging its edges — make key cards larger, supporting ones smaller.

• Remove a card from the dashboard via its menu (with confirmation).

• Enlarge any card to a full-screen view for a closer look.

Layout changes are saved automatically.

Layout best practices

• Most important, top-left — put the headline metric where the eye lands first.

• Group related cards — keep error cards together, funnel cards together.

• Size by importance — give a critical KPI a larger tile.

• Don't overcrowd — if it feels cramped, split into a second dashboard.

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9.5 Card Types

FullSession offers a focused set of card types, each suited to a different question.

Card type	Shows	Typical use
Metric	A single KPI value, optionally compared to the previous period	"Total sessions, +12% vs. last period"
Time Series	A metric over time	Spotting trends and spikes
Breakdown	A metric distributed across a category, as a bar chart or table	Sessions by device, country, browser
Pages	Top pages by views or load time, with a link to the heatmap	Finding your busiest or slowest pages
Sessions	A browsable, replayable list of sessions matching filters	Jumping straight into recordings
Feedback	Feedback sentiment over time	Tracking CSAT and survey responses
User Journey	How visitors flow through pages, as a Sankey diagram	Understanding common paths
Label	A text block	Headings and notes on the dashboard

Visualizations are line, area, column, bar, and spline (powered by Highcharts). There are no pie/donut charts and no goal/gauge cards — comparisons are expressed through the Metric card's previous-period option and through breakdowns.

Templates may also include specialized widgets such as funnel cards, sessions-review tiles (Worth Watching / Recent / Flagged), and small trend sparklines (Sessions, Friction Rate, Feedback, Errors). The eight types above are the ones you build directly in the card builder.

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9.6 Configuring a Card

When you create or edit a card, the card builder lets you define exactly what it measures and how it looks, with a live preview that updates as you go.

Choose a measure

Pick what the card counts. Available measures include:

Group	Measures
Volume	Total Sessions, Total Events, Unique Users, Identified, Anonymous
Engagement	Active Time, Duration, Pages Viewed
Interaction	Clicks, Rage Clicks, Dead Clicks, Error Clicks
Errors	Error Sessions, Response Errors
Forms & Feedback	Abandoned Forms, Total Feedbacks, Answered Feedbacks

Choose an aggregation

For numeric measures, pick how values are combined: sum, average, median, min, or max.

Group by (breakdown)

Break a metric down by a dimension, such as:

device, browser, operating system, country / region / city, landing page, exit page, referrer, page, user ID, screen size, error categories (error logs, uncaught exceptions, unhandled rejections, response errors), or click text / selector.

Time interval (Time Series)

For time-series cards, choose the bucket: hour, day, week, or month.

Series & comparison

• A card can have up to five series, so you can compare multiple filtered slices on one chart (e.g. mobile vs. desktop sessions).

• The Metric card can show one to four measures at once, and can display a previous-period comparison so a number arrives with context ("+12%").

Per-card options

Some card types have their own settings:

Card	Options
Pages	Page type (visited / landing / exit), order by most-viewed or slowest, and show percent / views / heatmap columns
Breakdown	Bar or table shape, show percentage, show heatmap, and group everything beyond the top 5 as "Others"
Sessions	Show a live sessions list or only pinned (flagged) sessions
Feedback	Overview or trends, optionally scoped to a single feedback form
User Journey	Max steps and top nodes per step

Tip — build the card, watch the live preview, and confirm the number looks right before saving. If it's off, your measure, aggregation, or filter is usually the cause.

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9.7 Filters, Segments & Drill-in

Scoping a dashboard

Rather than a single global date picker, dashboards use a shared filter/segment bar that applies across all cards. You can:

• Apply filters to the whole dashboard, or

• Connect the dashboard to a Segment, so that segment's definition scopes every card on the page.

When a segment is connected, all cards reflect that audience — for example, a dashboard connected to a "Mobile Users" segment shows every card for mobile visitors only. Build the segment once ([Chapter 11 — Segments]) and the whole dashboard inherits it.

Date scoping is handled through the filter/segment bar rather than a dedicated dashboard-level date field.

Drilling into sessions

The Breakdown and Pages cards are tables, and each row offers two actions:

Action	What it does
Add to Filter	Adds that row's value (e.g. a country or page URL) to the dashboard's filters, narrowing every card
View Sessions	Opens the sessions that match that row, so you can watch the real recordings behind the number

This is what keeps a FullSession dashboard from being a static report: a surprising number in a table is always one click away from the sessions that explain it.

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9.8 Export, Sharing & Permissions

Exporting a card to CSV

Each card (except the Label card) has a download action that exports its data as a CSV, named after the card. Exports are capped at 10,000 rows — narrow your filters or date range for a focused set.

CSV is the only export format — there is no PDF, image, or scheduled email-report export. The CSV contains the card's underlying data, not the visualization.

Sharing: private vs. team

Dashboard (and card) visibility is a simple, two-level choice:

Visibility	Who sees it
Private	Only you
Team	Everyone on the site

A team dashboard means everyone works from the same view of the truth. (There is no finer-grained "share with specific people or roles" — visibility is private or team.)

Permissions

What each teammate can do with dashboards is governed by permission keys assigned to their role ([Chapter 16 — Team & Account Management]):

Permission	Allows
View charts	Browse the card library and view cards
Create dashboards	Add dashboards and use templates
Edit dashboards	Change name, description, and visibility
Delete dashboards	Remove dashboards
Edit dashboards layout	Add cards to or rearrange a dashboard grid
Create charts	Build new chart cards
Edit charts	Modify existing chart cards
Delete charts	Permanently remove chart cards from the library

If you don't see an action described here, your role may not include the corresponding permission.

The big picture — start from one of the five role-based templates or a blank dashboard; build cards (Metric, Time Series, Breakdown, Pages, Sessions, Feedback, User Journey) in a live-preview card builder with rich measures, aggregations, and breakdowns; arrange them on a drag-and-drop grid; scope the whole dashboard with filters or a connected segment; drill from table rows into real sessions; export cards to CSV; and share private or team-wide. There's no dashboard duplication, no pie charts, no chart-point drill-down, and no scheduled reports.

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Next up: [Chapter 10 — Insights & Cards] goes deeper into the individual cards — the measures, breakdowns, and comparisons that make each one — and how to read the page and engagement statistics FullSession computes automatically.