1-Aggregate Dashboard

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Aggregate Dashboard Overview and Features in GermainUX Analytics

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Overview

The Aggregate Dashboard is the first level of GermainUX Analytics Dashboards. It provides an aggregated view of business and technical KPIs so teams can monitor performance, identify changes, quantify impact, and determine where deeper investigation is required. From an Aggregate Dashboard, users can continue to:

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Portlets

Portlets are configurable visualizations used to display KPI data. Available visualizations include: Available visualization options depend on the KPI and configuration.

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Create an Aggregate Dashboard

Go to: Germain Workspace > Dashboards > Create(An intuitive, key-based UI that dynamically builds a dashboard based on your selected criteria.) Germain Workspace > Dashboards > All > + Then:

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Filters

Filters can be configured at:

• Dashboard level — applies to compatible portlets across the dashboard.
• Portlet level — applies only to the selected visualization.
• Scripted Portlet level - two filtering options on a scripted portlet:

  

  • Client-side Filtering (default) - When a portlet uses client-side filtering, the workspace automatically applies the selected filters to the columns configured for that portlet. If a selected filter is not compatible with the portlet, the portlet displays “No Data.” This behavior is consistent with other GermainUX portlets.
  • Server-side Filtering (required explicit opt-in) - When a portlet is configured for server-side filtering, the data-query script receives the selected filters as a filter string. The script author determines how to handle this filter. In most cases, the filter string should be passed to the underlying queries so that the data is filtered on the server before being returned to the portlet.

Use dashboard-level filters when the same investigation context should apply across the dashboard.

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Permissions

Two primary permissions control dashboard access:

• View — users or teams can access the dashboard.
• Manage — users or teams can edit the dashboard.

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Compare To

Use Compare To to compare the selected period with another period. Comparisons can display: This can help distinguish a regression from normal variation or seasonality.

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Pin a Dashboard

Frequently used dashboards can be pinned to the Workspace menu. Pinned dashboards can be reordered under: Workspace Menu > Dashboards

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Focused Flow

Focused Flow analyzes activity across journey milestones to identify friction and abandonment at scale without requiring teams to replay every individual session. Supported KPI types can include:

• Shopify Events
• Story Beats
• User Clicks

Available options depend on the monitored application and KPI.

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Add or Edit a Portlet

Select + Add Metric to add a portlet or open an existing portlet’s settings to modify it. Configuration can include:

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• Time range
• Comparison
• Drilldown behavior

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Constraints

Constraints permanently restrict the data included in a portlet. Example: (user.name == 'jsmith') Multiple conditions can be combined using supported logical operators.

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Measures & Pivots

Measures determine what is calculated, such as: Pivots determine how data is segmented, such as:

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• Device
• Region
• Browser or version

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Manage the Dashboard

Available management actions can include:

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Preconfigured Dashboards

GermainUX includes preconfigured Aggregate Dashboards. Dashboards created by your organization are available alongside them under: Germain Workspace > Dashboards > All

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Related Documentation

• Analytics Dashboards
• Pivot Dashboard
• Drill-through Dashboard
• Analysis Dashboard
• Create & Customize Dashboards
• Search & Filters

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Get Help

The content of this document is proprietary to GERMAIN SOFTWARE LLC.