How to set up PostHog dashboard on PostHog

beginner 8 min read Updated 2026-03-18

Quick Answer

Setting up a PostHog dashboard involves creating a new dashboard, adding insights (charts and visualizations), and configuring the layout. You can customize dashboards with various insight types like trends, funnels, and retention charts to monitor key metrics.

Try PostHog Full PostHog Review

Prerequisites

Active PostHog account
Data being tracked in PostHog
Basic understanding of metrics and analytics
Project access permissions

Step-by-Step Instructions

Navigate to Dashboards

Log into your PostHog instance and click on Dashboards in the left sidebar menu. This will take you to the main dashboards overview page where you can see existing dashboards and create new ones.

You can also access dashboards directly from the main navigation bar at the top of the interface.

Create a New Dashboard

Click the New dashboard button in the top-right corner. Enter a descriptive name for your dashboard in the Dashboard name field, such as "Marketing Performance" or "Product Analytics". Optionally add a description to help team members understand the dashboard's purpose.

Use clear, descriptive names that indicate the dashboard's purpose to make it easier for team members to find.

Add Your First Insight

Click Add insight to create your first chart or visualization. Choose from insight types like Trends (for tracking events over time), Funnels (for conversion analysis), Retention (for user retention), or Paths (for user journey analysis). Select the events, properties, and filters relevant to your analysis.

Start with simple trends insights to get familiar with the interface before moving to more complex visualizations.

Configure Insight Settings

Set up your insight by selecting the Events you want to track, choosing the appropriate Date range, and applying any necessary Filters or Breakdowns. Click Save & add to dashboard to add the insight to your dashboard.

Use breakdowns by user properties or event properties to get more granular insights into your data.

Arrange Dashboard Layout

Back on your dashboard, drag and drop insights to rearrange them. Resize insights by dragging the corners to make important metrics more prominent. Click Edit layout to enter layout editing mode for more precise positioning.

Place your most important metrics at the top of the dashboard for better visibility.

Add Text and Descriptions

Click Add text to insert text tiles that provide context, explanations, or section headers for your dashboard. Use these to create sections like "Key Metrics", "User Behavior", or "Conversion Funnels" to organize your insights logically.

Text tiles help provide context and make dashboards easier to understand for new viewers.

Set Dashboard Permissions and Sharing

Click the Share button to configure who can view or edit the dashboard. You can share with specific team members, make it public to your organization, or generate a public link. Set appropriate permissions using the Permissions dropdown.

Consider creating separate dashboards for different stakeholder groups with relevant metrics for each audience.

Save and Pin Dashboard

Click Save to finalize your dashboard. To make it easily accessible, click the Pin dashboard option to add it to your pinned dashboards list. This will make it appear in the quick access section of the dashboards page.

Pin your most frequently used dashboards to save time when accessing them daily.

Common Issues & Troubleshooting

Insights not loading or showing 'No data'

Check that your events are being tracked properly and that the selected date range contains data. Verify that filters aren't too restrictive and that the event names match exactly what's being sent to PostHog.

Dashboard layout keeps resetting

Ensure you click Save after making layout changes. If the issue persists, try refreshing the page and making changes in smaller increments, saving frequently.

Cannot add insights to dashboard

Check that you have edit permissions for the dashboard. If you're the owner and still having issues, try creating the insight first in the Insights section, then adding it to the dashboard from there.

Slow dashboard loading times

Reduce the number of insights on a single dashboard or adjust date ranges to shorter periods. Consider using Cached results option for insights that don't need real-time data.

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

Visit PostHog View PostHog Pricing