Dashboard

Dashboard

Dashboard

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!

Dashboard Menu

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

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Quick Find

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.

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Change History

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.

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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.

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Health Summary

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

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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.

Pixels

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.

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Privacy Report

Trackingplan’s Privacy Report allows you to see at a glance which private data your site is collecting from your users and forwarding to third parties. Personal data like user emails, IP addresses, SSN, credit cards, and so on are spotted by Trackingplan and linked to the analytics events that include them.

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Starred Items

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

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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.

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Destinations

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.

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Let’s explain them in detail.

Events tab

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.

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  • Status: This shows you when new events or properties are discovered and automatically tells you if they’re OK or if there are issues you need to address.
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  • Name: You can see the name of events and properties to easily identify them. You can also view sample values of the properties below their name.
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  • Daily Hits: This section shows how many daily hits each event receives. Trackingplan establishes a baseline for the daily hits of each event and will automatically send you warnings if the number of hits increases or decreases. You can also specify your own threshold and Trackingplan will send you real-time alerts based on your specifications. We also provide daily, weekly, and monthly growth statistics for your events.
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  • Notes: You can also add customized notes or labels on both events or properties. It’s not a required field, but adding a brief description can ensure team members clearly understand the details of an event or property. #labels can also be used to create categories or label a specific event. These are then searchable in the Advanced Search Filter. You can read more about search functions here.
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Moreover, in the Events Tab, you can also view the properties that each event contains, as well as 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.

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  • Percentage Seen: You can view the percentage of times a property was seen during event hits just by hovering the cursor over the percentage shown. Trackingplan will automatically send you a warning if your data or event statistics are off.
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  • Pages: The Pages Report helps you identify the specific pages on which your events occur and shows you how these pages are performing daily, weekly, and monthly. This allows you to quickly spot trends and discover any positive or negative movements in order to identify which pages are performing well and which pages can be improved.
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  • Attribution: Next to Pages, we find the Attribution Report. This one will help you relate user acquisition data to each specific event to follow your users’ behavior from the moment they access your site.
  • This feature also tracks your landing pages and provides detailed growth statistics to help you understand how users arrive at your site while digging deeper into your UTM campaigns, referrers, mediums, and sources to understand your traffic and how users interact with your site. You can learn more about it in this demo.

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  • Customize Warnings: Despite our default tolerance is 1%, you can also set a custom tolerance to tailor your sensitivity levels. You can configure the tolerances of your properties and events individually (Customize Warnings) or globally (Warning settings). To read more about configuring alerts, click here.
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  • History: Here is where you can see all the changes you and your teammates have made to a specific event.
  • Share: If you need to share an event with other members of your organization, click on the share icon on the bottom right of the event.
    • Copy Event Specifications: Click on “Copy specs to clipboard” to export your event specifications in text format.
    • Share link to this event: Creates a link to the event that you can share with other members of your organization without making them register as new users.
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Properties and User Attributes tab

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 now use the Properties and User Attributes tabs directly to edit Property specifications in bulk.

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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.

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

  • Event counter: This allows you to see how many events each property is being sent to. To know which events are sending a specific property, you can click on it directly. It will redirect you only to those events containing that property.
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  • Type: This refers to the data type expected for each property. Trackingplan automatically interprets which data type is being tracked, but you can make as many manual adjustments as necessary. You can choose between boolean, number, string, array, object, or keep it unconstrained with any. Apart from the data type, you can also choose Regex to specify a pattern to which your property values should conform. If Trackingplan detects that the events sent do not conform to these specifications, a warning will be generated.
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    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.

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  • Required Properties: You can specify whether or not a property is required within an event. If required properties are not being tracked in event hits, Trackingplan will automatically send you a warning. If you set a property as “Required Nullable”, this means that emitting a property without value will not be considered a missing property in warnings and statistics.
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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.

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Draft Events

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.

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

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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 viceversa. 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.

Warning History

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.

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