Need help understanding the Core App dashboard layout

Apps
1

I’m struggling to make sense of the Core App dashboard—widgets, metrics, and navigation all feel confusing after the latest update. I can’t quickly find the key performance data I used to rely on, and it’s slowing down my workflow. Can someone explain how the current Core App dashboard is structured and suggest best practices for customizing it so I can track important metrics more efficiently

2

Yeah, the last Core App update threw me off too. Here is how I got the dashboard back to something usable:

  1. Reset the layout
    • Look for something like “Customize dashboard” or a gear icon in the top right.
    • Hit “Reset to default” first. That gives you the new baseline, then you strip it down.

  2. Remove noise widgets
    • Hide or remove anything you do not check weekly.
    • Common to remove: social feed, news tiles, “tips” panels, generic overview tiles.
    • Keep only 1 high level summary widget for each area you care about: traffic, revenue, conversion, retention, support, etc.

  3. Rebuild your old “core KPIs”
    Find each metric you used before and pin it again:
    • Search inside the widget library using the old names you remember, like “MRR”, “Active users”, “Churn”, “Sessions”, “Conversion rate”.
    • If names changed, check the metric details. Look for the same data source and aggregation as before, even if the label changed.
    • Add those to the top row of the dashboard. Top row should show your daily / weekly “at a glance” numbers.

  4. Fix the time ranges
    Many updates reset the default date filters.
    • Set a global time range to what you used before, for example “Last 7 days” or “Last 30 days”.
    • For trend widgets, switch to weekly or monthly view if daily looks too noisy.
    • Save that as the default dashboard filter if there is an option.

  5. Group widgets by task, not by type
    Instead of random tiles, build rows by “questions you check”:
    Row 1: Health
    • Total revenue
    • Active users
    • Error rate / incident count
    Row 2: Growth
    • New users
    • Trial to paid conversion
    • Top channels
    Row 3: Retention
    • Churn
    • Returning users
    • Cohorts / stickiness

    This reduces hunting for related numbers.

  6. Use the left nav like “folders”
    • Pin your main dashboard as “Home” or similar.
    • Create one extra dashboard per team or purpose: Product, Marketing, Ops, etc.
    • Keep the main one only for your personal decision making metrics.

  7. Save a “focus” view
    If the app lets you create views or profiles:
    • Make a “Daily” view with 5 to 7 widgets max.
    • Make a “Weekly review” view with more detailed charts.
    This keeps the default view fast and simple.

  8. Check for hidden features after updates
    Quick checks that help:
    • Hover over each widget, see if there is a “Details” or “Open report” link.
    • Right click or use the three dot menu for clone, export, or “set as default metric”.
    • Try the search bar on top to jump straight to a report instead of clicking through menus.

  9. If you work with a team
    • Ask if anyone has a shared dashboard template that matches the old one.
    • Often someone rebuilt a decent layout already and you can duplicate it.

  10. Last resort: build a minimal “Old Core” dashboard
    Create a new dashboard and add only:
    • Your previous top 5 metrics.
    • One trend chart for each of those.
    • One table with “Top items” like campaigns, features, or segments.
    Keep it ugly but fast. Use that as your daily hub and only open the fancy stuff when you need a deep check.

If you post a screenshot or list of the 5 metrics you relied on before the update, people here can help map each one to the new widgets and labels.

3

Totally feel this. The update basically turned a dashboard into an escape room.

I like a lot of what @cazadordeestrellas suggested, but I’d actually start slightly differently before rearranging tiles: figure out what the app is trying to do now. The UI changes usually follow some new mental model, and fighting that can be more painful than learning it.

Here’s how I’d attack it:

  1. Map the new layout to your old mental model

    • Open your old reports (or screenshots, or exports) side by side with the new Core App.
    • For each KPI you used to track, ask: “Is this now a widget, a report, or a filter?”
    • A lot of tools quietly move key metrics out of the “widgets” layer and into reusable reports. If you’re only hunting in the widget gallery, you might be looking in the wrong place.

  2. Learn the navigation hierarchy, not just where the buttons are
    Typically it is something like:

    • Space / Workspace
    • Dashboard
    • Widget
    • Underlying Report or Data view
      Click into a widget and see where it lives in the report tree. That’s your shortcut: instead of relying on the visual layout, you can jump straight via the report section once you know the path.

  3. Use the search bar as your main entry point
    Honestly, I disagree slightly with the “reset and rebuild immediately” approach. Before customizing, abuse the global search:

    • Type metric names, event names, or table names you know: “subscription”, “billing”, “signup”, “orders”.
    • Note what categories show up: “Report”, “Dashboard”, “Metric”, “Segment”.
      After 10 minutes of this, you’ll have a pretty decent map of where the new Core App expects you to live.

  4. De-code the new metrics naming scheme
    A lot of confusion is usually just renaming. Some common pattern shifts:

    • “MRR” becomes “Monthly Recurring Revenue (normalized)” or similar.
    • “Active Users” might split into “DAU”, “WAU”, “MAU” widgets.
    • “Churn” might be split into “Logo churn” and “Revenue churn.”
      Open the metric details and look at: data source, filters, date aggregation. Ignore the pretty name. If the query logic matches what you had before, pin it even if the label annoys you.

  5. Pin from the detail views, not from the dashboard editor
    Instead of starting from the dashboard and adding widgets, try the opposite:

    • Go to the Reports or Metrics section.
    • Find the detailed chart or table that looks correct.
    • Use “Pin to dashboard” or “Add to…” from there.
      This keeps you from grabbing the generic “high level” tiles that often hide the exact config you care about.

  6. Clarify your “daily vs. diagnostic” metrics
    Before you re-layout anything, write down on paper (yep, old school):

    • 3 to 5 numbers you need every day to feel oriented.
    • 5 to 10 numbers you only need when something looks off.
      Put only the first group on your main dashboard. The rest should live one click away in either a “Deep dive” dashboard or a dedicated report. If everything is important, nothing is.

  7. Use filters smarter, not more widgets
    A common trap with these updates is to add a separate widget per segment. Instead, try:

    • One main metric chart.
    • Segment via filters in the sidebar or the widget options.
      Learn how their “global filters” vs “widget level filters” work. That usually cuts your widget count in half and makes the layout more readable.

  8. Document your “orientation path”
    This is the part people skip, then get lost again after the next update:

    • Write a 5 step checklist like:
      1. Open Home dashboard
      2. Check Revenue, Active Users, Error Rate
      3. If Revenue is off, open “Revenue breakdown” report
      4. If Users are off, open “Acquisition” dashboard
        You can stick that in a Notion page, a pinned note, or even a text widget in the dashboard itself. Sounds silly, but it saves a ton of “where was that thing again?” time.

  9. Sanity‑check with one or two known numbers
    To make sure you’re not being tricked by changed logic:

    • Take a date range and metric you know (e.g., “signups last week”).
    • Compare the value in the new Core App against:
      • Your billing tool
      • Your CRM
      • Your own database / exports if you have them
        If there’s a mismatch, it might not just be layout confusion, it might be new default filters or attribution rules.

If you’re up for it, post the 3–5 metrics you used to stare at daily, plus a screenshot of the current dashboard header / nav. Easy to help reverse-engineer “old view → new widgets” once we see what Core is trying to do with this redesign.