Dashboard

Getting started

How to use

Features

Other

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.

Trackingplan’s Change History allows you to see all the changes you and your teammates have made to your tracking plan.

This will allow you to easily see who starred, muted, or deleted, any of your events or properties, as well as who changed any required or type constraint in your properties to collaborate with 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.

Let’s go back to continue exploring what you’ll be able to see inside the events Trackingplan automatically discovers for you:

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

However, you can also expand the information of your events to see all of their properties and review all of their specifications. Let’s explore this in more detail.

Moreover, when expanding an event, you’ll also be able to see an event button toolbar. Let’s explore what you’ll be able to do through it:

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 or even delete all those properties that haven’t shown any traffic 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.

In this sense, the properties tab shares many of the details that we have already explained through the events tab, such as the status, the name, the daily hits, the notes, the data explorer, or the type and required properties shared across events. However, here is where you will be able to edit them in bulk.

For it, the properties tab provides you with more information that you won’t find in the events tab. Let’s go through it.

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.

At Trackingplan, we know that your analytics are structured around pages, and that's why we've worked hard to provide you with a clear and organized view of your data that brings your analytics closer to your team's perspective, just the way you need it and understand it.

With Trackingplan’s Pages Tab, you can directly see on which pages your events are being triggered. That way, you’ll be able to clearly see all your pages sorted by daily hits, and even view which events are located on each of your pages.

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.

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.

Moreover, in your Warning History, you’ll be able to easily attribute errors to a version change. This is especially helpful in the case of apps, where multiple versions always coexist simultaneously, to effortlessly identify whether your warnings come from your latest releases or, on the contrary, from older versions.

What’s more, by clicking on the releases that Trackingplan has spotted, you’ll be automatically redirected to “Filter Warnings”, where you will be able to filter among versions to see all the warnings that have appeared from any of your releases.