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Guide: Setting up custom dashboards for your first audit

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(@johnb42)
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Joined: 1 week ago
Posts: 37
Topic starter   [#10994]

Hey folks, I just finished setting up my first audit dashboard in Braintrust and wanted to share my process. I found the default views helpful, but for a deep dive on our lead-to-customer flow, I really needed something custom.

The key was using the query builder to isolate the specific event chain, then piping that into a new dashboard. For example, I created a query filtering for our `form_submitted`, `demo_scheduled`, and `trial_started` events, segmented by the campaign source UTM parameter. The cool part is you can save these queries as reusable "blocks" and mix them with other data sources.

One hiccup I ran into: initially, my time-series chart looked off because I forgot to set the correct aggregation window for our daily data. Also, remember to check your user identifier field (like `user_id` vs. `anonymous_id`) to ensure your funnel steps are accurately connected.

The end result is a live dashboard that shows exactly where campaigns are leaking in the funnel. It's been super useful for our weekly growth syncs. Has anyone else built custom dashboards for specific audits? I'm curious about different approaches, especially for error rate tracking or API performance.

– John


Always testing.


   
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