1-Aggregate Dashboard

Aggregate Dashboard Overview and Features in GermainUX Analytics

📊 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:

Pivot → Drill-through → Analysis

🧩 Portlets

Portlets are configurable visualizations used to display KPI data.

Available visualizations include:

Portlet	Purpose
General Health	Display trends and aggregated KPI health.
Tabular	Break down data by one or more dimensions.
N-Tabular	Display multiple KPIs in one table.
Map	Visualize geographic data.
Flow	Visualize customer journeys, workflows, or click paths.
Focused Flow	Identify friction and abandonment across journey milestones.
Funnel	Visualize progression and drop-off across a workflow or process.
Counter	Display a single KPI value or count.
Scripted	Display multiple KPI values or counts using configured logic.

Available visualization options depend on the KPI and configuration.

➕ 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:

1. Enter the dashboard name.

2. Select the appropriate folder.

3. Define who can view the dashboard.

4. Define who can manage the dashboard.

5. Add the required KPIs and portlets.

🔎 Filters

Filters can be configured at:

• Dashboard level — applies to compatible portlets across the dashboard.

• Portlet level — applies only to the selected visualization.

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

🔒 Permissions

Two primary permissions control dashboard access:

• View — users or teams can access the dashboard.

• Manage — users or teams can edit the dashboard.

🔁 Compare To

Use Compare To to compare the selected period with another period.

Comparisons can display:

• Current and comparison trends

• Absolute difference

• Percentage change

• Visual indication of increases and decreases

This can help distinguish a regression from normal variation or seasonality.

📌 Pin a Dashboard

Frequently used dashboards can be pinned to the Workspace menu.

Pinned dashboards can be reordered under:

Workspace Menu > Dashboards

🔍 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.

🖊️ 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:

• KPI

• Measure

• Visualization

• Pivots

• Filters and constraints

• Display name

• Time range

• Comparison

• Drilldown behavior

🚫 Constraints

Constraints permanently restrict the data included in a portlet.

Example:

(user.name == 'jsmith')

Multiple conditions can be combined using supported logical operators.

🧮 Measures & Pivots

Measures determine what is calculated, such as:

• Count

• Average duration

• Lost productivity

• Conversion rate

Pivots determine how data is segmented, such as:

• Application

• Environment

• Page or screen

• User

• Business process

• Product

• Device

• Region

• Browser or version

⚙️ Manage the Dashboard

Available management actions can include:

• Edit

• Clone

  

• Print

• Change trend granularity

• Create a note or ticket

📁 Preconfigured Dashboards

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

Germain Workspace > Dashboards > All

Related Documentation

• Analytics Dashboards

• Pivot Dashboard

• Drill-through Dashboard

• Analysis Dashboard

• Create & Customize Dashboards

• Search & Filters

ℹ️ Get Help

The Germain Team can help you set this up. Contact GermainUX Support.