The video is in the works. Until then, the guide will get you there.
Step-by-step guide
First dashboard
The first time you sign in, Trustlytics automatically creates a dashboard named "Overview" for you, stocked with the most important widgets. So you do not need to set anything up to get started.
Switching dashboards
In the top menu bar, to the right of the date range, there is a pill with a grid icon and the name of your current dashboard. One click opens the list.
All your dashboards are listed there one below the other, with a checkmark on the active one. Click a name and you are in. The date range you set stays the same.
Creating a new dashboard
At the bottom of the list, click "New dashboard". In the window, enter a name, pick a template, and confirm with "Create dashboard". You land on it right away.
These cockpit templates are available:
| Template | Who it is for |
|---|---|
| Overview Cockpit | The allrounder with metrics, trend, map, and top pages. |
| Marketing Cockpit | Channels, campaigns, social networks. |
| SEO Cockpit | Search terms, top pages, where visitors come from. |
| E-Commerce Cockpit | Revenue, conversion rate, goals, devices. |
| Content Cockpit | Which content works, entry and exit, time on page. |
| Executive Cockpit | The most important metrics for leadership. |
| Performance Cockpit | Load times, Web Vitals, load phases. |
| Custom Cockpit | A basic setup for putting together your own. |
Renaming and setting a default
At the top of the page you see the name of the dashboard. Next to it are two icons:
- (Pencil): opens an input field. Change the name, click "Save", done. With "Cancel" you discard the change.
- (Star): makes this dashboard your default, meaning the one you see first after signing in. If it is already the default, a badge "Default" appears there instead.
Editing the cockpit
At the top right, click "Edit". This turns on edit mode, and you can remove, add, and move widgets.
Removing a widget
At the top right of every widget, an X appears. One click on it asks you to confirm, just to be safe. After you confirm, the widget is gone.
None of your data is lost. You are only taking the widget off this page, and you can add it back at any time.
Adding a widget
At the top right, click "Add widget". A window opens with all the available widgets.
At the very top is a search field. Type "perf" and you will see all the Performance widgets. Below that, they are sorted by category: Visitors, Behavior, Acquisition, and Goals.
Every widget has a title. One click adds it to the bottom of your dashboard. You close the window with the X.
Moving a widget
At the top of every widget, a drag handle icon with six dots appears. Hold it, drag, and let go. The other widgets move up automatically.
Your layout is saved right away. For a moment, "Layout saved" appears at the bottom right. With "Done" you leave edit mode.
About the arrangement itself: you decide the order, and Trustlytics calculates the exact position. Every widget has a fixed size, either half or full width, and that cannot be changed.
Deleting a dashboard
Open the list in the menu bar. As soon as you have more than one dashboard, a (Trash can) icon appears next to every entry. One click, confirm the safety prompt, gone.
Only the arrangement of the widgets is lost. Your collected visitor data stays fully intact.
You cannot delete your last dashboard, because you always need one. That is why the (Trash can) icon is missing when only one is left.
What is in it for me?
A good dashboard saves you the daily trip through all the reports:
- Everything important on one page. Instead of opening five reports one after another, you see your metrics right when you sign in.
- Every role gets its own view. The agency wants search terms, leadership wants three numbers. With separate dashboards you serve both, and nobody has to go looking.
- You notice changes sooner. If you see the same view every day, you spot outliers right away. That is exactly why a tidy default dashboard pays off.
- The report builds on it. Your dashboard can be sent automatically as a PDF. Set it up once, and after that it arrives on its own. To learn how, read Setting up reports.
A tip from experience: fewer widgets are better. Nobody looks at a dashboard with twenty widgets anymore. The six to eight you really need are the ones that get read.
Common questions
A widget shows no numbers. Why?
Either there is no data for the selected date range, in which case the widget says so. Or the widget needs an external connection like Google Search Console. In that case, you are pointed to the settings.
Which date range do the numbers cover?
The one set in the top menu bar. It applies to all widgets on the active dashboard.
Why can I not resize the widgets freely?
Because every widget comes with a fixed size, half or full width. That keeps the view clean on every screen, without you having to line anything up.
Can I share or export a dashboard?
Not directly. But you can have it sent automatically as a PDF through the reports.