Boards

Overview

Boards are customizable dashboards that combine multiple visualizations, reports, and content into a single view. Use boards to monitor key metrics, share insights with your team, and tell data stories.

Components

Boards can contain various types of components:

Visualizations

Charts from your reports:

Type	Description
Insights	Line charts, bar charts, pie charts, tables, metric cards
Funnels	Funnel visualizations showing conversion
Retention	Retention tables and curves
Flows	Sankey diagrams showing user paths

Content Elements

Element	Description
Text	Markdown-formatted text blocks
Headers	Section headers to organize your board
Images	Uploaded images or linked graphics
Videos	Embedded video content
Dividers	Visual separators between sections

Creating a Board

Create New Board

Navigate to Boards and click New Board

Add Components

Click + Add to add visualizations or content:

Add Report: Insert a saved report
Add Text: Insert text/markdown
Add Image: Upload or link an image
Add Video: Embed a video
Add Divider: Insert a visual break

Arrange Layout

Drag and drop components to arrange them. Resize by dragging edges.

Save

Click Save and give your board a name

Adding Reports to Boards

From a Report

Build or open a saved report
Click Add to Board
Select existing board or create new
Report appears on the board

From the Board

Open your board
Click + Add → Add Report
Browse or search saved reports
Select and position the report

Layout & Styling

Grid System

Boards use a flexible grid for layout:

┌─────────────────────────────────────────────────┐
│ [Header: KPIs]                                   │
├──────────────────┬──────────────────────────────┤
│                  │                               │
│   Metric Card    │        Line Chart             │
│   (1x1)          │        (2x1)                  │
│                  │                               │
├──────────────────┼──────────────────────────────┤
│                  │                               │
│   Pie Chart      │        Funnel                 │
│   (1x1)          │        (2x1)                  │
│                  │                               │
├──────────────────┴──────────────────────────────┤
│ [Divider]                                        │
├─────────────────────────────────────────────────┤
│                                                  │
│              Retention Table (3x1)               │
│                                                  │
└─────────────────────────────────────────────────┘

Resizing Components

Drag corner/edges to resize
Snap to grid for alignment
Minimum sizes vary by component type

Reordering

Drag components to new positions
Components shift to accommodate
Use dividers to create sections

Share with specific team members:

Click Share on your board
Enter team member emails
Set permissions:
- View: Can see but not edit
- Edit: Can modify the board

Public Links

Create view-only public links:

Click Share → Create Public Link
Copy the generated URL
Anyone with the link can view (not edit)

Public links show a snapshot of the data. Consider data sensitivity before sharing externally.

Board Permissions

Role	View	Edit	Share	Delete
Owner	✅	✅	✅	✅
Editor	✅	✅	❌	❌
Viewer	✅	❌	❌	❌
Public Link	✅	❌	❌	❌

Example Boards

Executive Dashboard

┌─────────────────────────────────────────────────┐
│ [Header] Key Metrics This Week                   │
├────────┬────────┬────────┬─────────────────────┤
│  WAU   │ Txns   │ Volume │   Conversion Rate   │
│ 12.5K  │ 45.2K  │ $2.3M  │       8.5%          │
├────────┴────────┴────────┴─────────────────────┤
│                                                  │
│         Weekly Active Users (Line Chart)         │
│                                                  │
├─────────────────────────────────────────────────┤
│                                                  │
│      Transaction Volume by Chain (Bar Chart)     │
│                                                  │
└─────────────────────────────────────────────────┘

Acquisition Board

┌─────────────────────────────────────────────────┐
│ [Header] Marketing Performance                   │
├─────────────────────────────────────────────────┤
│                                                  │
│    Traffic Source → Wallet Connect Funnel        │
│                                                  │
├──────────────────┬──────────────────────────────┤
│                  │                               │
│ By Source (Pie)  │  Conversion by Source (Bar)   │
│                  │                               │
├──────────────────┴──────────────────────────────┤
│                                                  │
│       Post-Wallet Connect Flows (Sankey)         │
│                                                  │
└─────────────────────────────────────────────────┘

Product Health Board

┌─────────────────────────────────────────────────┐
│ [Header] User Engagement                         │
├──────────────────┬──────────────────────────────┤
│                  │                               │
│  DAU/WAU Ratio   │     7-Day Retention Curve    │
│                  │                               │
├──────────────────┴──────────────────────────────┤
│                                                  │
│           Weekly Retention Table                 │
│                                                  │
├─────────────────────────────────────────────────┤
│                                                  │
│    Feature Usage by User Segment (Stacked Bar)   │
│                                                  │
└─────────────────────────────────────────────────┘

Best Practices

Organize Logically

Group related metrics together:

✅ Good organization:
- KPIs at top
- Detailed breakdowns below
- Related metrics grouped
- Clear section headers

❌ Poor organization:
- Random metric placement
- No visual hierarchy
- Missing context

Design for Your Audience

Executive board:
- High-level KPIs
- Trend lines
- Minimal detail

Analyst board:
- Detailed breakdowns
- Multiple dimensions
- Tables with raw data

Team board:
- Actionable metrics
- Target comparisons
- Recent changes

Keep It Focused

✅ Good: 5-8 focused components per board
   → Easy to scan, clear story

❌ Avoid: 20+ components crammed together
   → Information overload

Use Text for Context

Add explanatory text:

[Header] Conversion Funnel

[Text] This week's funnel shows a 15% improvement in
wallet-to-transaction conversion. The main driver is
our new onboarding flow launched on Monday.

[Funnel Chart]

Refresh Considerations

Board data refreshes when viewed. For large boards:

Consider splitting into multiple boards
Use summary views for dashboards
Link to detailed reports

Managing Boards

Duplicating

Open board
Click … → Duplicate
Modify the copy as needed

Deleting

Open board
Click … → Delete
Confirm deletion

Deleting a board is permanent. The saved reports within are not deleted—only removed from the board.

Organizing

Use folders or naming conventions:

Boards:
├── [Exec] Weekly KPIs
├── [Exec] Monthly Review
├── [Product] Feature Adoption
├── [Product] User Flows
├── [Marketing] Campaign Performance
└── [Marketing] Channel Analysis

REPORTS

ORGANIZATION

FEATURES

Overview

Components

Visualizations

Content Elements

Creating a Board

Adding Reports to Boards

From a Report

From the Board

Layout & Styling

Grid System

Resizing Components

Reordering

Public Links

Board Permissions

Example Boards

Executive Dashboard

Acquisition Board

Product Health Board

Best Practices

Organize Logically

Design for Your Audience

Keep It Focused

Use Text for Context

Refresh Considerations

Managing Boards

Duplicating

Deleting

Organizing

Next Steps

Insights

Cohorts

​Overview

​Components

​Visualizations

​Content Elements

​Creating a Board

​Adding Reports to Boards

​From a Report

​From the Board

​Layout & Styling

​Grid System

​Resizing Components

​Reordering

​Sharing Boards

​Team Sharing

​Public Links

​Board Permissions

​Example Boards

​Executive Dashboard

​Acquisition Board

​Product Health Board

​Best Practices

​Organize Logically

​Design for Your Audience

​Keep It Focused

​Use Text for Context

​Refresh Considerations

​Managing Boards

​Duplicating

​Deleting

​Organizing

​Next Steps

Insights

Cohorts

Overview

Components

Visualizations

Content Elements

Creating a Board

Adding Reports to Boards

From a Report

From the Board

Layout & Styling

Grid System

Resizing Components

Reordering

Sharing Boards

Team Sharing

Public Links

Board Permissions

Example Boards

Executive Dashboard

Acquisition Board

Product Health Board

Best Practices

Organize Logically

Design for Your Audience

Keep It Focused

Use Text for Context

Refresh Considerations

Managing Boards

Duplicating

Deleting

Organizing

Next Steps