Getting started

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Your dashboard is your one-stop shop to get an overview of the current state of your tracking plan in real-time. It collects all the information about the events and properties you are tracking and the settings you need to make adjustments to your tracking to ensure your data meets your specifications.

Let's do a tour through it!

The dashboard menu allows you to navigate between the different areas of your tracking plan to quickly find what you’re looking for.

You can use the Quick Find option to search across all your destinations - from navigation elements (Health Summary, Pixels, Starred Items, etc.) to specific events, user attributes, or properties.

You can also access it directly using Ctrl+K. Just type what you’re looking for and it will automatically redirect you to the element that meets the search condition you have inserted.

You can see all changes you and your teammates have made to your tracking plan globally using the link on the sidebar or individually in each event using the event toolbar.

This will allow you to easily see who changed any spec or muted an event and when to collaborate within your team more efficiently and undo any changes if necessary.

The Health Summary automatically shows you the overall state of your current tracking efforts. Here's all you can see in it:

You can customize your Health Summary by selecting which items you want to view. This is the easiest way to quickly identify new items and warnings for your entire tracking plan without needing to look at each event or property individually.

For example, Trackingplan may detect that a property of an event is a number but you know that it can also be a string in some cases. To make sure you collect all relevant data, you can change the data type to “Any” in your Health Summary to ensure everything is captured the way you want it to be.

Our Pixels summary allows you to stay on top of all the SaaS tools used in your frontends and alerts you automatically when a Pixel is gone from a page of your site or is completely offline.

Our Privacy Report allows you to see which private data your site is collecting from your users and forwarding it to third parties. Personal data like user emails, IP addresses, SSNs, credit cards, and so on will be automatically spotted and labeled here for you to detect any possible privacy breach at a glance.

If there are events, user attributes, and acquisitions (referrers, campaigns, mediums, sources, landings, and pages) you access frequently, click on the star to track them more closely.

Doing this will add the items that interest you the most to your Starred Items list. This list gives you quick and easy access to the most important events and properties you’re tracking from multiple providers.

In this section, you can visualize the data you’re sending to each destination.

Trackingplan automatically detects the destinations you’re sending your data to (Google Analytics, Amplitude, Mixpanel, etc.).

For each provider, you’ll see the following information in your Dashboard.

Let’s explain them in detail.

When navigating to an event, you can review all of their specifications to ensure they’re being tracked correctly. To learn more about event tracking, click here.

Trackingplan automatically infers the specifications for different events and properties, but you can also make manual adjustments as needed.

If you need to write a longer description for a specific event, you can click on the icon shown below to expand all the information (right column) and edit it from there (left column) using Markdown formatting.

Inside the properties of an event, our Histogram of Property Values can help you visualize the most frequent values a property has received along with their quantity and percentage. To see it, just click on the small button shown below.

You can also click on any of the days shown in the daily hits graph in order to check if you are getting the expected values in a property on a particular day.

Next to that button, you can see how many other events contain that same property. Knowing which properties exist in multiple events can help you fine-tune your data tracking to ensure you’re gathering the data you want to collect.

Reviewing and setting constraints among dozens of properties in hundreds of events takes time and is cumbersome. We found that property specifications, such as their type or whether they are required or not, are often shared across events or have a sensible default. That’s why you can use the Properties tab directly to edit property specifications in bulk.

Moreover, the properties tab allows you to easily answer questions like “Are we sending the site id to Segment?”, making the process of visualizing the data you are sending to each destination quicker and straightforward.

Apart from the status, the name, the daily hits, and the notes we have already seen and explained through the events tab, the property tab also includes the following information:

Moreover, you can also check the percentage of events in which a type constraint matches with the one shown just by hovering the cursor over the percentage. This will help you to see details and check if there are events that differ from your specifications.

You can view the percentage of events in which a required constraint matches with the one shown just by hovering the cursor over the percentage.

Moreover, in the properties tab, you can also visualize the most frequent values a property has received across events with our Histogram of Property Values. To see it, just click on the small button shown below.

Although we do not track any user-identifiable information itself, Trackingplan looks at the flow of that data to ensure your user attributes are sent to your data repositories in the format you specify.

That’s why you can also set up the data type expected for each of your user attributes, including Enums and Regexes to specify a list of predefined constants or a pattern to which your user attributes should conform.

If Trackingplan detects that your user attributes are not being sent to your data repositories according to what you have defined, a warning will be automatically generated.

The acquisition section on the bottom left of your sidebar allows you to see the traffic activity of your business.

It provides daily, weekly, and monthly statistics for all your referrers, campaigns, mediums, sources, landings, and pages so you can see the results of your marketing investments at a glance.

You can also set up warnings by hovering over the items you want to track closely. Just click on Customize Warnings to configure them according to your specifications.

With Trackingplan you can also create new custom events by filtering them from the data of your existing events to track and validate them with more granularity (create a custom event called premium_user_search to track the search event when it is triggered by a user of premium segmentation).

To do so, just click on the Custom Event button below.

You can create new events and define their specification in advance with the Draft Event button you’ll find in the top right of your Dashboard.

You can also add which properties these new events will include and adjust the type and required constraints you expect from them.

Once an event appears for the first time, Trackingplan will automatically show it in the draft created and will validate it according to the specification you had already set up, generating warnings if applicable. As long as no hits are detected, the event will appear as OFF.

We will also send you an alert once this event goes live in each of your environments, like staging or production, so that the person in charge of defining its specification can easily check if the dev team implemented the event correctly or vice versa. In case it’s not, you can immediately alert about the issue and get it fixed, instead of noticing when it’s too late and the data is missing.

You can export the data of the last 30 days in all the panels of your destinations and acquisitions.

The information provided in our CSV will enable you to see not only the daily hits of your events, but also the properties and the specifications defined for each of them, such as their type and required constraints.

The 30-day Warning History allows you to review past issues or address recurring ones indistinctly of whether they've been fixed or not. The help you need to reflect upon your data issues, report fixes, or work on reappearing problems more efficiently.