Posthog Dashboards Setup

Analytics dashboards for tracking pre-launch and post-launch metrics. Tool: Posthog (app.posthog.com) Status: Events tracking active, dashboards needed

Overview

Dashboard	Purpose	Priority
Waitlist Funnel	Track signups and conversions	P0
Referral Performance	Track viral loop metrics	P0
A/B Test Results	Measure variant performance	P1
Provider Pipeline	Track provider acquisition	P1
Product Usage (post-launch)	Track user engagement	P2

Dashboard 1: Waitlist Funnel

Metrics to Track

Metric	Event/Property	Visualization
Total signups	`waitlist_signup` count	Number
Signups by day	`waitlist_signup` over time	Line chart
Signups by type	`waitlist_signup` by `userType`	Pie chart
Signups by city	`waitlist_signup` by `city`	Bar chart
Form start rate	`form_start` / page views	Percentage
Form completion rate	`waitlist_signup` / `form_start`	Percentage
Drop-off funnel	form_start → form_submit → success	Funnel

Setup Instructions

Create Dashboard:

Go to Posthog → Dashboards → New Dashboard
Name: "Waitlist Funnel"
Add insights below

Insight 1: Total Signups (Number)

Event: waitlist_signup
Display: Total count
Breakdown: None

Insight 2: Signups Over Time (Line Chart)

Event: waitlist_signup
Display: Line chart
Interval: Day
Date range: Last 30 days

Insight 3: Signups by User Type (Pie Chart)

Event: waitlist_signup
Display: Pie chart
Breakdown: userType (parent/provider)

Insight 4: Signups by City (Bar Chart)

Event: waitlist_signup
Display: Bar chart
Breakdown: city

Insight 5: Form Funnel

Steps:
1. Page view (path = "/" OR path = "/providers")
2. form_start
3. waitlist_signup

Display: Funnel

Insight 6: Conversion Rate (Number)

Formula: waitlist_signup / form_start * 100
Display: Number with % suffix

Dashboard 2: Referral Performance

Metrics to Track

Metric	Event/Property	Visualization
Total referrals	`referral_success` count	Number
Referral rate	referrals / signups	Percentage
K-factor	avg referrals per user	Number
Top referrers	users by referral count	Table
Referral by source	`referral_success` by source	Bar chart

Setup Instructions

Create Dashboard:

Go to Posthog → Dashboards → New Dashboard
Name: "Referral Performance"
Add insights below

Insight 1: Total Referrals (Number)

Event: referral_success
Display: Total count

Insight 2: Referrals Over Time (Line Chart)

Event: referral_success
Display: Line chart
Interval: Day

Insight 3: Referral Rate (Number)

Formula: referral_success / waitlist_signup * 100
Display: Number with % suffix

Insight 4: K-Factor (Number)

Formula: (referral_success / unique users who referred)
Display: Number (target: > 0.5)

Insight 5: Top Referrers (Table)

Event: referral_success
Group by: referrer_email
Display: Table
Sort: Count descending
Limit: 20

Dashboard 3: A/B Test Results

Metrics to Track

Metric	Event/Property	Visualization
Variant distribution	signups by variant	Bar chart
Conversion by variant	completion rate per variant	Bar chart
Statistical significance	Posthog experiments	Experiment

Setup Instructions

Create Dashboard:

Go to Posthog → Dashboards → New Dashboard
Name: "A/B Test Results"
Add insights below

Insight 1: Variant Distribution (Bar Chart)

Event: waitlist_signup
Breakdown: headline_variant
Display: Bar chart

Insight 2: Conversion by Headline Variant

Event: waitlist_signup
Breakdown: headline_variant
Display: Bar chart
Compare: conversion rate (form_start → waitlist_signup)

Insight 3: Conversion by CTA Variant

Event: waitlist_signup
Breakdown: cta_variant
Display: Bar chart
Compare: conversion rate

Using Posthog Experiments

For proper A/B testing with statistical significance:

Go to Experiments → Create Experiment
Name: "Parent Landing Page Headlines"
Feature flag: parent-headline-variant
Variants: A (control), B (test)
Goal metric: waitlist_signup
Let Posthog calculate significance

Dashboard 4: Provider Pipeline

Metrics to Track

Metric	Event/Property	Visualization
Providers by stage	Attio sync or manual	Funnel
Providers by source	source property	Pie chart
Providers by city	city property	Bar chart
Weekly additions	signups over time	Line chart
Conversion rates	stage-to-stage	Funnel

Setup Instructions

Option A: Manual Tracking Events

Add events for pipeline changes:

posthog.capture('provider_stage_change', {
  provider_id: '123',
  from_stage: 'Sourced',
  to_stage: 'Contacted',
  source: 'Atlanta Parent'
});

Option B: Attio → Posthog Sync (via Zapier)

Create Zap: Attio → Posthog
Trigger: Provider record updated
Action: Send event to Posthog
Map fields: stage, source, city

Create Dashboard:

Go to Posthog → Dashboards → New Dashboard
Name: "Provider Pipeline"
Add insights below

Insight 1: Providers by Stage (Funnel)

Steps:
provider_stage = "Sourced"
provider_stage = "Contacted"
provider_stage = "Interested"
provider_stage = "Onboarding"
provider_stage = "Active"

Display: Funnel

Insight 2: Providers by Source (Pie Chart)

Event: provider_created (or waitlist_signup where userType=provider)
Breakdown: source
Display: Pie chart

Dashboard 5: Product Usage (Post-Launch)

Metrics to Track

Metric	Event	Visualization
DAU/WAU/MAU	Unique users	Number
Session duration	Avg session length	Number
Searches	search_performed	Line chart
Activity views	activity_viewed	Line chart
Inquiries	inquiry_submitted	Line chart
Bookings	booking_completed	Line chart
Conversion funnel	Full journey	Funnel

Events to Implement

// Search
posthog.capture('search_performed', {
  query: 'swimming',
  filters: { city: 'atlanta', age: '5-8' },
  results_count: 12
});

// Activity View
posthog.capture('activity_viewed', {
  activity_id: '123',
  activity_name: 'Kids Swimming',
  provider_id: '456',
  source: 'search' // or 'browse', 'referral'
});

// Inquiry
posthog.capture('inquiry_submitted', {
  activity_id: '123',
  provider_id: '456'
});

// Booking
posthog.capture('booking_completed', {
  activity_id: '123',
  provider_id: '456',
  amount: 2500,
  currency: 'INR'
});

Conversion Funnel

Steps:
Page view (homepage)
search_performed
activity_viewed
inquiry_submitted OR booking_started
booking_completed

Display: Funnel

Events Reference

Currently Tracking (Pre-Launch)

Event	Properties	Trigger
`form_start`	userType, headline_variant, cta_variant	User focuses on form
`waitlist_signup`	userType, city, interests, source, variants	Form submission
`form_error`	error_type, userType	Submission fails
`interest_selected`	interest, userType	Parent selects interest
`referral_success`	referrer_email, referred_email	Via Viral Loops webhook

To Add (Post-Launch)

Event	Properties	Trigger
`search_performed`	query, filters, results_count	User searches
`activity_viewed`	activity_id, provider_id, source	View activity page
`inquiry_submitted`	activity_id, provider_id	Submit inquiry
`booking_started`	activity_id, amount	Begin checkout
`booking_completed`	activity_id, amount, payment_method	Complete booking
`review_submitted`	activity_id, rating	Submit review

User Properties

posthog.identify(userId, {
  email: user.email,
  name: user.name,
  userType: 'parent', // or 'provider'
  city: user.city,
  signupDate: new Date().toISOString(),
  referralSource: user.source
});

Update on Actions

// After first booking
posthog.people.set({
  hasBooked: true,
  firstBookingDate: new Date().toISOString()
});

// After referral
posthog.people.increment('referralCount', 1);

Alerts Setup

Create Alerts for Key Metrics

Go to Posthog → Data Management → Actions
Create actions for key events
Set up Slack/email notifications

Alert 1: Daily Signup Summary

Trigger: Daily at 9 AM
Content: Yesterday's signups by type and city
Channel: Slack #growth

Alert 2: Low Conversion Warning

Trigger: Conversion rate drops below 30%
Content: Form completion rate alert
Channel: Slack #alerts

Alert 3: High Referral Activity

Trigger: > 10 referrals in 1 hour
Content: Viral moment detected
Channel: Slack #growth

Quick Setup Checklist

Dashboards to Create

Alerts to Set Up

Daily signup summary → Slack
Low conversion warning → Email
High referral activity → Slack

Team Access

Person	Role	Access Level
Founder	Admin	Full
Marketing	Member	View + Create
Dev	Member	Full

Make dashboards viewable by team
Pin key dashboards to sidebar
Set up weekly email reports

Overview​

Dashboard 1: Waitlist Funnel​

Metrics to Track​

Setup Instructions​

Dashboard 2: Referral Performance​

Metrics to Track​

Setup Instructions​

Dashboard 3: A/B Test Results​

Metrics to Track​

Setup Instructions​

Using Posthog Experiments​

Dashboard 4: Provider Pipeline​

Metrics to Track​

Setup Instructions​

Dashboard 5: Product Usage (Post-Launch)​

Metrics to Track​

Events to Implement​

Conversion Funnel​

Events Reference​

Currently Tracking (Pre-Launch)​

To Add (Post-Launch)​

User Properties​

Set on Signup​

Update on Actions​

Alerts Setup​

Create Alerts for Key Metrics​

Quick Setup Checklist​

Dashboards to Create​

Alerts to Set Up​

Access & Sharing​

Team Access​

Dashboard Sharing​

Related Docs​

Overview

Dashboard 1: Waitlist Funnel

Metrics to Track

Setup Instructions

Dashboard 2: Referral Performance

Metrics to Track

Setup Instructions

Dashboard 3: A/B Test Results

Metrics to Track

Setup Instructions

Using Posthog Experiments

Dashboard 4: Provider Pipeline

Metrics to Track

Setup Instructions

Dashboard 5: Product Usage (Post-Launch)

Metrics to Track

Events to Implement

Conversion Funnel

Events Reference

Currently Tracking (Pre-Launch)

To Add (Post-Launch)

User Properties

Set on Signup

Update on Actions

Alerts Setup

Create Alerts for Key Metrics

Quick Setup Checklist

Dashboards to Create

Alerts to Set Up

Access & Sharing

Team Access

Dashboard Sharing

Related Docs