How to use
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.
- 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. You can see four different status values in your dashboard:
- New - The “New” status appears when a new property, event, user attribute, acquisition, or other item is discovered. Trackingplan tells you when a new item was seen and automatically monitors it. To pause monitoring, you have the option to mute it. You can learn more about Trackingplan’s auto-monitoring in this demo.
- OK - The “OK” status appears when there are no current issues within an item. Trackingplan tells you when the item was last monitored and gives you the option to mute it.
- Warn - The “Warn” alert appears when Trackingplan detects an issue with an item. Trackingplan tells you exactly what the issue is and how severe it is.
- Mute - The “Mute” status appears when an event or property has been muted. When an event or property is muted, this will be hidden from your dashboard. You can choose whether to show or hide muted items at the bottom of each event. You can also unmute items so they appear in your dashboard normally again.
If you receive any warning related to your custom specifications, Trackingplan will also show you how to adjust that specification in order to remove the warning. Muting the item is also an option.
If the warning relates to a missing property, or with a property that does not conform to the RegEx, validation function, or data type specified, you can click on “Debug Warning” to get a clear view of the correlation of all possible Event Elements with the detected error in order to tackle it easily.
The dropdown menu in Trackingplan’s Debug Warning View will allow you to filter among your tags, properties, attributions, and the dates on which your warnings were spotted in order to see the correlation between these values and the warning.
This will allow you to see the list of Event Elements along with their types (e.g.: property), their values, and influence (the difference between the presence of hits that have generated a warning with those that have not).
By default, the value with the greatest potential influence from each of the Event Elements will be displayed on top. That way, if you are investigating an error with the property “device_type”, which has been set as required but has been missing in 24% of the hits, you will easily see that this property, when its value is “web-mobile”, has influenced the appearance of the error 91.27% of the time compared to the values “web-pc” and “app-commerce”, that have generated 0 errors.
Yet, if you haven’t decided which property you want to investigate, the default screen will show you the values that correlate the most with all your event elements.
Moreover, you can also click on “Download Warning Samples” to download all the tracks generated by that warning and be provided with meaningful contextual information about where and why the error happened in order to debug the problem.
You can also find our Debug Warning History inside Trackingplan’s Warning History.
- Name: You can see the name of events and properties to easily identify them. You can also view a sample value of what is arriving at each of the properties below their name.
- Daily Hits: This section shows how many daily hits each event receives. Trackingplan establishes a baseline for the daily hits of each event and automatically sends you a warning if the number of hits increases or decreases. You can also specify your own thresholds and Trackingplan will send you real-time alerts based on your specifications. We also provide daily, weekly, and monthly growth statistics for your events.
- Notes: You can also add customized notes and labels on both events or properties to ensure your team members clearly understand all the necessary details. #labels can also be used to create categories to then easily search them in the Advanced Search Filter. You can read more about search functions here.
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.
- 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.
- 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.
- 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.
- 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.
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, sources, and pages to understand your traffic and how users interact with your site. You can learn more about it in this demo.
- 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: This will export your event specifications in text format.
- Share link to this event: This will create a link to the event that you can share with other members of your organization without making them register as new users.
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:
- 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.
- 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, regex, enum, or keep it unconstrained with any. If Trackingplan detects that the events sent do not conform to these specifications, a warning will be generated.
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.
- 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 “Nullable”, this means that emitting a property without value will not be considered a missing property in warnings and statistics.
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.
User Attributes tab
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.
This way, once Trackingplan starts detecting hits that correspond to the premium_user_search, it will automatically also start sending traffic to this new event so that you can monitor its behavior directly from your Trackingplan’s dashboard. Trackingplan will mark the names of your custom events in green so that you can spot them easily.
Moreover, you will be able to add your custom events to your starred items list, customize their warnings to adjust them to your specs, create validation rules, or view them through your Daily Digest like any of your other standard 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.
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.
Export as CSV
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.