How to create basic dashboards on Mixpanel

beginner 8 min read Updated 2026-03-18

Quick Answer

Creating dashboards in Mixpanel involves navigating to the Dashboards section, adding reports through the dashboard builder, and customizing visualizations. You can combine multiple charts and insights to monitor key metrics in one centralized view.

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Prerequisites

Active Mixpanel account
Basic understanding of your tracked events
Admin or dashboard creation permissions
Some data already tracked in your Mixpanel project

Step-by-Step Instructions

Navigate to the Dashboards section

Log into your Mixpanel account and click on Dashboards in the left navigation menu. Once there, click the Create Dashboard button in the top right corner to start building your new dashboard.

If this is your first dashboard, Mixpanel may offer templates based on your industry or use case.

Name and configure your dashboard

Enter a descriptive name for your dashboard in the Dashboard Name field. Choose whether to make it Private (only you can see it) or Shared (team members can view it). Click Create to proceed to the dashboard builder interface.

Use descriptive names like 'Weekly User Engagement' or 'Product Funnel Analysis' for better organization.

Add your first report

Click the Add Report button or the + icon on your empty dashboard. This will open the report selector where you can choose from Insights, Funnels, Retention, or Flows. Select Insights to start with a basic event analysis chart.

Configure your Insights report

In the Insights builder, select the event you want to analyze from the Events dropdown. Choose your visualization type (line chart, bar chart, etc.) from the chart options. Set your date range using the Date Range picker, then click Save to add this report to your dashboard.

Start with high-level events like 'Page View' or 'Sign Up' to get familiar with the interface.

Add additional reports

Click Add Report again to include more visualizations. Try adding a Funnel report by selecting it from the report types, defining your funnel steps, and configuring the conversion window. You can also add Retention reports to track user return behavior.

Aim for 4-6 reports per dashboard to avoid information overload while maintaining comprehensive coverage.

Arrange and resize your reports

Once you have multiple reports, drag them around the dashboard to reposition them. Click and drag the corners of each report card to resize them. Use the grid layout to create a clean, organized appearance with your most important metrics prominently displayed.

Place your most critical KPIs in the top-left position where users typically look first.

Configure dashboard settings

Click the Settings gear icon in the top right of your dashboard. Here you can set up Auto-refresh intervals, configure Email Reports for scheduled delivery, and adjust Sharing Permissions. Save your settings and give your dashboard a final review.

Enable auto-refresh for live dashboards that need real-time updates, but be mindful of your query limits.

Save and share your dashboard

Click Save Dashboard to preserve all your changes. To share with team members, click the Share button and enter their email addresses or copy the shareable link. You can also export your dashboard as a PDF by clicking Export in the dashboard menu.

Consider creating different permission levels - view-only for stakeholders and edit access for team members who need to modify reports.

Common Issues & Troubleshooting

Reports show 'No Data' or empty charts

Verify that your selected events have been tracked and have data within your chosen date range. Check your Event Implementation and ensure events are being sent correctly to Mixpanel.

Dashboard loads slowly or times out

Reduce the date range for your reports or limit the number of reports on a single dashboard. Consider using saved cohorts instead of complex user filters to improve query performance.

Cannot add certain report types

Check your Mixpanel plan limits as some report types may not be available on all plans. Ensure you have the necessary permissions and that your project has sufficient data for advanced report types like Flows or Retention.

Shared dashboard not visible to team members

Verify that team members have been added to your Mixpanel project and have appropriate permissions. Check that the dashboard sharing settings are configured correctly and that recipients have accepted their project invitations.

Prices mentioned in this guide are pulled from current plan data and may change. Always verify on the official Mixpanel website before purchasing.

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