Dashboard Guide

Navigating the EngageTrack dashboard — sites, settings, and analytics views.

Dashboard Guide

The EngageTrack dashboard is the main interface for viewing your analytics. It's available at /dashboard after logging in.

Site List

After login, you'll see all sites belonging to your current organization. Each card shows:

  • Domain and site name
  • Status — whether the tracking script is verified
  • Quick stats (if data is available)

Click a site to open its analytics dashboard.

Creating a Site

  1. Click Add Site from the dashboard
  2. Enter the site domain (e.g., mysite.com) and a display name
  3. Copy the tracking snippet and add it to your website's <head> tag
<script
	defer
	data-site-id="YOUR_SITE_PUBLIC_ID"
	src="https://cdn.engagetrack.net/sdk.js"
></script>

Once the script is installed and a pageview is detected, the site card updates to show Tracking verified.

Dashboard Tabs

The analytics dashboard for each site includes:

TabContent
OverviewKPI cards, time-series chart, all breakdown panels
GoalsConversion goals with completion counts and rates
FunnelsMulti-step conversion funnel visualizations
VisitorsIndividual visitor profiles and event timelines
RevenueRevenue attribution by source with first/last-touch

Organization Settings

Navigate to Settings (from the sidebar) to manage:

  • General — Organization name, slug
  • Branding — White-label logo, color, and custom domain (Agency plan only)
  • Team — Invite members, manage roles, transfer ownership
  • Billing — Subscription plan, payment methods, invoices, usage
  • Danger Zone — Delete the organization

Site Settings

From any site's dashboard, click the gear icon to access:

  • General — Site name, domain
  • Tracking — Toggle outbound links, file downloads, phone clicks, form submissions, custom events, localhost tracking
  • Exclusions — Exclude specific IPs and page paths from tracking
  • Timezone — Set the reporting timezone
  • Public Dashboard — Enable/disable the public-facing dashboard with granular control over which sections are visible
  • Integrations — Connect GitHub for deploy annotations, connect revenue providers
  • Danger Zone — Delete the site