Dashboard Overview

Once you sign up for RudderStack, you can see the dashboard that lets you set up and manage your event data sources, destinations, and different RudderStack features through an easy-to-use UI.

This guide walks you through all the dashboard options to start using RudderStack.

Getting started

Once you sign up and log in to your RudderStack dashboard, you will see the following checklist. It gives you different options to add a source and destination to set up a connection, view live events, invite other members in your workspace, and more.

Directory

Directory is a catalog of all the RudderStack-supported sources and destinations. You can search for any source/destination from this view and set them up.

Collect

This option lets you set up your data pipelines by connecting different sources and destinations across your customer data stack.

Connections

This option shows all the connections between your sources and destinations. You also see the following options:

• Add source
• Add destination
• Data Plane URL: A data plane URL is required for routing and processing events to RudderStack.

If you’re using RudderStack Open Source, you must set up your own data plane in your preferred environment.

An open source data plane URL looks like http:localhost:8080 where 8080 is typically the port where your RudderStack data plane is hosted.

Sources

This option lists all the configured sources in your workspace. You can add a new source by clicking the New Source button.

Destinations

This option lists all the configured destinations in your workspace. You can add a new destination by clicking the New Destination button.

Transformations

With this option, you can transform events using custom JavaScript/Python functions before sending them to your destinations. You can also create your own Libraries to reuse code in other transformations.

Activate

This section highlights the following RudderStack features to activate your data for a variety of use cases.

Audiences

Audiences lets you create customer sets that meet a specific criteria and sync them to the destinations connected to your Reverse ETL sources. This is helpful when you want to send targeted messaging to different customer groups.

Models

Models lets you define and execute custom SQL queries on your warehouse, fetch the resultant data, and send it specific destinations via RudderStack.

Govern

This section provides various data governance options related to data quality and compliance.

Data Catalog

Data Catalog lets you create events and properties for configuring tracking plans. You can use this option to define all the necessary details for your events and properties like name, type, description, category, etc.

Tracking Plans

Tracking plans let you proactively monitor and act on non-compliant event data coming into your RudderStack sources based on predefined plans. You can ensure data quality by validating live events delivered to RudderStack against the expected events and their properties.

Monitor

The options in this section let you monitor your warehouse syncs and get better observability into the events flowing in and out of RudderStack.

Health

RudderStack’s Health dashboard lets you monitor all your Event Stream and Reverse ETL pipelines. It also provides realtime observability metrics for the tracking plans linked to your sources, including validation errors, violation types, etc.

Syncs

This option provides detailed metrics on the events synced to your warehouse destinations. You can also filter the event data based on a specific source or destination by using the filter option in the header or sync the data manually by using the Sync Now button.

Grafana

The Grafana dashboard gives you a real-time view of the events sent and received by RudderStack. It provides better observability and performance monitoring of your RudderStack setup.

This feature is available in the RudderStack Starter, Growth, and Enterprise plans.

Only members with admin permissions in your workspace can access the Grafana dashboard.

Settings

This option lets you manage various account, workspace, and organization-specific settings.

Your Profile

Account

• Security: Lets you review and update your security settings like changing password and setting up two-factor (2FA) authentication.

Use this setting to configure 2FA for your personal account. If you are an Org Admin and want to enforce 2FA for all the organization members, use the 2FA toggle in the Organization settings.

• Personal access tokens: Lets you generate a Personal Access Token required to use the RudderStack APIs.

Access policy

This section gives you an overview of your organization access role and the workspace-level roles and permissions assigned to you.

See User management to set and manage these access policies for your organization members.

Workspace

General

This section displays your workspace information like name and workspace ID.

The RudderStack team uses the workspace ID for tracking data internally and enabling specific features for your account.

Workspace token

The workspace token is a unique identifier of your RudderStack workspace.

The workspace token is available only in RudderStack Free and RudderStack Open Source to help you set up a self-hosted deployment.

To get your workspace token, go to Settings > Workspace. The workspace token is present in the General tab.

To view the workspace token, click the show icon and enter the password associated with your RudderStack account.

By default, the workspace token is hidden for security purposes. You must have administrative privileges to access the workspace token.

Data management

This section lets you configure the data retention and data privacy settings for your workspace.

See Data management to learn more about this feature.

Audit logs

The Audit Logs feature lets you track user activities within your workspace, like creating or modifying sources and destinations, transformations, implementing Multi-Factor Authentication (MFA), and more.

It is available only in the RudderStack Enterprise plan.

Alerts

This feature lets you configure workspace and resource-level alerts for event processing or delivery failures across your Event Stream and Reverse ETL pipelines.

Credentials

This feature is available only in RudderStack’s Starter, Growth, and Enterprise plans.

RudderStack’s credential store is a central repository in the dashboard for securely storing and efficiently managing your configuration data like user secrets and API keys.

By storing secrets and variables in RudderStack’s credential store, you can avoid hardcoding sensitive information in your transformations and prevent any security risks.

Organization

General

This tab lets you change your organization name and enforce two-factor authentication for all members in your RudderStack organization.

Members

This option displays all team members, their roles, and access policy in the current workspace. You can also invite new members by using the Invite member button. See User Management for more information.

Usage

In this section, you can view your organization’s event usage by product (Event Stream and Reverse ETL). It also indicates your current RudderStack plan and when your billing cycle resets.

RudderStack calculates the monthly event volume based on the events ingested at source and not the events sent to the destinations.

Filtering selective events to destinations using transformations will not result in a lower event volume.

Service Access Tokens

This option lets you create a service access token (SAT) for authenticating and using RudderStack APIs and services.

For production use cases, RudderStack recommends using a service access token instead of personal access token.

Questions? Contact us by email or on Slack