
Access Analytics
Select Analytics in the left navigation, or go directly to:What Analytics helps you do
Analytics is built for fast, practical answers:
Dashboards can include time series, comparisons, distributions, rankings, tables, heatmaps, funnels,
scorecards, and other visual summaries. Start with the business question you want answered, and
Mage helps turn the available data into a useful view.
Create a dashboard
- Open
/apps/analytics/dashboards. - Click New dashboard.
- Name the dashboard for the audience or decision it supports, such as
Executive revenue,Customer health,Product adoption, orData quality. - Open the dashboard.
- Click Add chart to create the first visualization.
Add charts with AI
Click Add chart, then describe the outcome you want. AI Sidekick uses the dashboard and the data you are working with to create the chart and save it to the dashboard. Useful prompts describe the metric, segment, time range, and decision:- Change the metric, grouping, or time period.
- Add a comparison line or segment split.
- Rename the chart or clarify labels.
- Turn a trend into a ranking, scorecard, table, or heatmap.
- Simplify a noisy chart for an executive audience.
Choose the right data
Analytics can visualize the data your Mage project already works with:
That means Analytics can cover both business data and workflow activity. For example, one
dashboard can show revenue by customer segment, failed records by source, pipeline run duration,
block run failures, and model quality by training run.
When you build charts from pipeline or block outputs across multiple runs, Sidekick checks the
output grain before choosing the chart. Run-summary outputs are useful for operational trends such
as run volume, checked time, row counts, failures, and block duration. Business-date charts, such as
deals by close date or invoices by paid date, need rows that represent the business records and a
matching business date field. If the available output only contains run summaries or nested saved
state, Sidekick should state that coverage before saving the chart.
For pipeline and block output datasets, Analytics chart creation uses the real saved output data
for the selected run or partitions. JSON-backed outputs use readable
data.json backing data. Chart-backed
datasets do not use sample_data, sample=True output reads, or sample_data.json preview
artifacts to create or refresh charts.
For large datasets, ask for the summary you need rather than every raw row. For example, ask for
“weekly active users by plan for the last 12 weeks” or “top 20 accounts by expansion revenue” so
the dashboard stays fast and readable. When a chart starts from a data preview, Analytics uses the
preview source and query plan to build a chart-owned dataset snapshot; it does not use only the
rows currently visible in the preview table.
Analytics stores a bounded chart-ready snapshot for each saved chart. If Sidekick warns that a
time-series or ordered chart may have reached its dataset preview limit, narrow the request, group
the data into coarser buckets, or ask Sidekick to state the covered date or category range before
using the chart for decisions.
Organize dashboards for the team
Each chart appears as a card on the dashboard. You can:- Rename charts so viewers immediately understand the metric.
- Edit charts with AI as the question changes.
- Duplicate a chart to test another view without losing the original.
- Drag charts into a new order to create a clear story from top to bottom.
- Resize charts so the most important metrics get more space.
- Group related charts together so trends, drivers, and details are easy to scan.
- Remove charts that are no longer useful.
- Refresh charts when the underlying data has changed.
Refresh data
Analytics dashboards are meant to stay useful after the first version. When the source data changes, refresh the chart or dashboard so viewers see the latest available results. Charts with loaded data stay visible and dim while refreshing, so you can view the previous results until the new data is ready. A moving indicator marks the refresh; with reduced motion enabled, charts dim without animation. Refresh is useful for recurring reporting:- Daily revenue and usage snapshots.
- Weekly customer health reviews.
- Data quality checks after each pipeline run.
- Model evaluation after new training or scoring jobs.
- Warehouse cost reviews at the end of a billing period.
Choose pipeline output partitions
For a chart backed by pipeline block outputs, open the chart’s Data source action to choose which partitions it reads when you refresh:
Latest partitions and All partitions select partitions again on each explicit chart or dashboard
Refresh, while keeping the chart’s saved query and transformations. Reloading the page alone
keeps the saved chart snapshot. Partitions are ordered by run completion time, newest first.
Retries for the same execution partition
count as one partition. These settings apply only to charts backed by pipeline block outputs;
other data sources keep their existing refresh behavior. Existing charts also keep their saved
source behavior until you change this setting.
Choose Latest partitions when each partition contains a new batch of records. If each run produces
a full snapshot, combining partitions can repeat records; use a count of
1 to chart the latest
snapshot.
Selection is limited to 1,000 partitions and 10,000 scanned runs. If selection exceeds a safety
limit, or a selected output is missing or unreadable, refresh fails explicitly instead of silently
showing an incomplete selection. Narrow the partition selection or restore the missing output,
then refresh again. All partitions does not remove the chart dataset’s separate row limits.
You can also ask Sidekick to change a chart’s partition selection:
source_ref.partition_selection. Its mode is fixed, last_n, or
all; last_n also requires a positive integer count, for example:
Recommended dashboard patterns
Executive dashboard
Use this for a high-level business review. Start with scorecards and simple trends, then add a few breakdowns that explain why the numbers changed. Example charts:- Monthly recurring revenue.
- New, expansion, contraction, and churned revenue.
- Net revenue retention by segment.
- Top growing accounts.
- Accounts at risk.
Product dashboard
Use this for adoption, activation, and engagement analysis. Example charts:- Weekly active users by plan.
- Activation funnel by signup cohort.
- Feature adoption by account tier.
- Retention by cohort.
- Most common user paths or events.
Data quality dashboard
Use this for operational trust in your pipelines and datasets. Example charts:- Failed records by source.
- Validation errors by type.
- Freshness by table or pipeline.
- Duplicate records over time.
- Missing values by field.
Model quality dashboard
Use this for ML and AI workflows where stakeholders need to see model behavior over time. Example charts:- Accuracy, recall, and precision by evaluation date.
- Prediction volume by class.
- Drift by feature.
- Confusion matrix summary.
- Experiment comparison by metric.
Best practices
- Start with the decision the dashboard should support.
- Use plain-language chart titles, such as
Revenue by planorFailed records by source. - Group charts by story: summary, drivers, segments, and diagnostics.
- Keep raw-detail tables secondary unless the dashboard is for debugging or operations.
- Use AI edits to iterate quickly, then keep the clearest version.
- Create separate dashboards for separate audiences.
- Refresh dashboards before recurring business reviews.