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.
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.
- 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 will tell you when a new item was first seen and will automatically monitor it. 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 will tell 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.
In case you receive any warning related to your custom specifications or that is against your actual analytics schema, Trackingplan will also show you how to adjust that specification in order to remove the warning.
Moreover, if the warning relates to a missing property, or with a property not conforming to the validation rules or constraints specified, just hover over the warning and click directly on the issue you want to investigate.
Our Warning Debug feature has been designed to inform you about where and why your warnings have appeared. This is the view you’ll see to explore the correlation between a specific warning and other fields that may have influenced it, such as tags, properties, and event attributions. You can learn more here.
Let’s go back to continue exploring what you’ll be able to see inside the events Trackingplan automatically discovers for you:
- Name: You can see the names of events and properties to easily identify them.
- Daily Hits: This section shows how many daily hits each event receives, along with weekly and monthly growth statistics for your events. 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.
- 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 or to set up Personalized Digests.
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.
- Data Explorer: This is your place to analyze the evolution of your data values in Trackingplan. To see it, just click on the small button shown below.
This will display a chart with all values sorted by their frequency, proportion, and evolution over time. You can also directly switch, through the same panel, to other events while keeping the same field, or choose among other fields (properties, attributions, tags). Moreover, you can also download samples for each value to view specific example payloads.
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.
- Property name: Trackingplan will automatically document all the properties inferred in your events. Moreover, we also provide you with a sample value of what is arriving at each of the properties below their name to quickly get an idea of their values.
- 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.
- 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. Trackingplan will automatically infer these specifications properties, but you can also make manual adjustments easily as shown below.
- 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.
- Data Explorer: You can also access directly to your Data Explorer through a specific property within an event by clicking on the icon shown below. This will directly load the window with the property you have chosen within its event.
- Events within a property: 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.
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:
- Data Explorer: You can explore your data either by clicking on the icon or through the Data Explorer button inside the event button toolbar.
- 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 through your event button toolbar or globally (Settings & Members).
- 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 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.
- 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 percentage seen: Here is where you can check the percentage of events in which a type constraint matches with the one specified. Moreover, by hovering the cursor over the percentage, you’ll be able to see more details to check if there are events that differ from your specifications.
- 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.
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.
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.
- Traffic Insights for Every Page: Get a bird's-eye view of how many page views each of your pages has received.
- Precise Warning Tracking: See the warnings that are affecting each of your pages and be automatically redirected to Trackingplan’s Warning Debug to fix them in record time.
- Notes section: Keep your tracking organized by adding descriptions and #labels.
- Advanced Page Search: Search for pages with specific criteria, whether it's pages with warnings, pages working correctly, or any other custom search requirements.
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.
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.
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.