Create Dashboard
Create new team or initiative dashboards, organize scattered charts, build executive reporting, or set up review cadence dashboards.
Instructions
Step 0: Discovery (if unfamiliar with the feature)
Before building, understand what you're tracking:
- •Search for existing dashboards/charts related to the topic
- •Search for relevant events:
Amplitude:searchwith entityTypes: ["EVENT", "CUSTOM_EVENT"] - •Use
get_event_propertiesto understand available properties for segmentation - •Ask user for clarification on primary goals, key segments, or time horizons
Step 1: Define Dashboard Purpose
Clarify:
- •Who is the audience?
- •What decisions will it inform?
- •How frequently will it be reviewed?
- •What's the narrative structure?
Step 2: Gather or Create Charts
If existing charts found (>5 relevant):
- •Use
Amplitude:searchto find relevant existing charts - •Use
Amplitude:get_chartsto retrieve their definitions - •Identify gaps that need new charts
If few/no charts exist (<5 relevant):
- •Switch to "greenfield build" mode
- •Use
Amplitude:query_datasetto create needed charts - •Save all charts with
Amplitude:save_chart_editsbefore building dashboard - •Consider searching for relevant events first with entityTypes: ["EVENT", "CUSTOM_EVENT"]
Creating new charts:
- •Prototype with
query_datasetto verify data - •Save in batches using
save_chart_edits(more efficient) - •Collect all chart IDs before creating dashboard
Step 3: Plan the Layout
Organize into logical sections:
- •Summary Row: Key metrics at a glance (headline view)
- •Trend Section: How things are changing
- •Breakdown Section: Segments and dimensions
- •Detail Section: Supporting analyses
Step 4: Create the Dashboard
Use Amplitude:create_dashboard with:
- •Clear, descriptive name
- •Rows with appropriate heights (375, 500, 625, or 750px)
- •Charts sized appropriately (3-12 columns)
- •Rich text headers for sections
- •Chart display configurations in chartMetas:
- •
metric_only: Headline KPIs (single number) - •
series: Trend lines (default view) - •
converted: Funnels (conversion view) - •
table: Data tables
- •
Step 5: Add Context
Include rich text blocks for:
- •Dashboard purpose and audience
- •How to interpret key metrics
- •Links to related resources
- •Last updated or review schedule
Layout Guidelines
| Content Type | Suggested Width | Suggested Height |
|---|---|---|
| Headline metric | 3-4 columns | 375px |
| Trend chart | 6-12 columns | 500px |
| Comparison chart | 6 columns | 500px |
| Detailed table | 12 columns | 625px |
| Section header | 12 columns | 375px |
Best Practices
- •Put most important metrics above the fold
- •Use consistent chart sizing within rows
- •Group related metrics together
- •Add explanatory text for complex metrics
- •Ask user about focus areas if multiple valid approaches exist
- •Create charts in batches to minimize tool calls
Common Issues
Query errors (500/400):
- •Simplify: remove complex groupBy, reduce date ranges, avoid nested properties
- •Verify events/properties exist using search first
- •Use eventsSegmentation with groupBy instead of dataTableV2 for top N lists
No data returned:
- •Check event names are exact matches (case-sensitive)
- •Verify date range covers when events were tracked
- •Confirm user segments aren't too restrictive