Let’s be honest: nobody wants to spend their mornings clicking around analytics dashboards, exporting CSVs, and pasting charts into emails. Sales and marketing teams need fresh, reliable data—without the copy-paste slog. If you’re using Amplitude and you’re tired of doing things the hard way, this guide is for you.
Whether you’re a sales manager who wants a weekly pipeline update, or a marketing lead who needs campaign results every Monday, it’s time to set up automated, recurring dashboards. Here’s how to do it without losing your sanity (or your weekends).
1. Get Clear on What Your Team Actually Needs
Before you even open Amplitude, stop and ask: What do folks really want to see every week or month? Don’t just automate every chart in sight.
Start with these questions: - What decisions are people making based on this dashboard? - Who actually looks at these numbers, and how often? - Are you tracking things that drive action—or just vanity metrics?
Pro tip: If nobody’s acted on a metric in a month, it probably doesn’t belong in your recurring dashboard.
2. Build a Focused Dashboard in Amplitude
Now that you know what matters, create a dashboard in Amplitude that’s simple, relevant, and easy to scan.
To create a new dashboard: 1. In Amplitude, click “Dashboards” in the sidebar. 2. Hit the “Create Dashboard” button. 3. Give it a name that makes sense (e.g., “Weekly Sales Funnel” or “Marketing Campaign Performance”). 4. Add only the most important charts. Less clutter = more clarity. - For sales: pipeline velocity, conversion rates, lead sources. - For marketing: campaign attribution, landing page performance, user acquisition trends.
What not to do: - Don’t cram in every possible chart “just in case.” - Avoid charts that require a lot of explanation—recurring dashboards should be self-explanatory.
3. Set Up Chart-Level Recurrence (If Needed)
Amplitude lets you schedule reports at the dashboard level, but sometimes you want to send only a key chart (not the whole dashboard).
To automate a single chart: 1. Open the chart you want. 2. Click the “Share” button at the top right. 3. Select “Send by Email.” 4. Choose how often (daily, weekly, monthly), the recipients, and the format (image or CSV).
When is this useful? - When execs only care about one metric. - When a specific team just needs their own slice of data.
4. Automate Dashboard Delivery
Here’s where the magic happens: Amplitude can email dashboards (or Slack them) on a schedule. No more reminders, no more “Hey, can you send me the latest numbers?”
To schedule dashboard delivery: 1. Open your dashboard in Amplitude. 2. Click the “Share” button. 3. Choose “Schedule Delivery.” 4. Pick your frequency—most teams go with weekly or monthly. 5. Add recipients (emails or Slack channels). 6. Set the time. Think about when your team actually needs the data (Monday mornings? End of month?).
Tips: - For sales teams, send dashboards before weekly pipeline meetings. - For marketing, schedule after campaigns end or before reporting deadlines.
What doesn’t work: - Sending dashboards daily. Most teams can’t act on data that fast. You’ll just train people to ignore the emails.
5. Tailor Dashboards for Different Audiences
Don’t fall into the trap of “one dashboard fits all.” Sales and marketing care about different things.
How to handle this: - Clone your base dashboard. - Remove charts that aren’t relevant for each team. - Rename dashboards clearly (e.g., “Sales Weekly Snapshot,” “Marketing Monthly Review”). - Set up separate delivery schedules. Maybe sales wants weekly, but marketing just needs a monthly summary.
Honest take: Trying to force everyone onto one dashboard usually means nobody’s happy. A little customization goes a long way.
6. Use Slack Integration for Faster Sharing
If your team lives in Slack more than email, Amplitude’s Slack integration can send dashboards (or chart snapshots) directly to channels.
To set this up: 1. In Amplitude, go to “Settings” > “Integrations” > “Slack.” 2. Connect your Slack workspace (you’ll need admin permission). 3. When scheduling dashboard delivery, pick the right Slack channel.
Why bother? - People actually see the data, instead of ignoring another email. - Teams can discuss the numbers right in Slack, instead of bouncing between tools.
Downsides: - Slack can get noisy. If you overdo it, important dashboards will get lost in the chatter. - Some charts look better in the web dashboard than as static Slack snapshots.
7. Keep Your Dashboards Tidy
Automating dashboards is great—until you’re drowning in outdated, unused reports.
Every quarter (at least): - Ask recipients if they still need the dashboards. - Archive or delete dashboards nobody uses. - Update charts if metrics or definitions change.
Real talk: Most teams never clean up their dashboards. That’s why everyone has a folder called “Old Reports (Do Not Use).” Don’t let this happen to you.
8. What to Ignore (and What to Watch Out For)
Not everything in Amplitude’s automation toolkit is worth your time.
Skip this stuff: - Overly complex dashboards with dozens of filters. - Scheduling dashboards nobody’s asked for (“just in case” data never gets read). - Exporting dashboards to CSV and then reformatting in Excel every week—that defeats the point of automating.
Watch for: - Permissions. Make sure only the right people can see sensitive data. - Data freshness. Amplitude dashboards update as new data arrives—but if your data sources lag, so will your reports.
9. Troubleshooting: When Automation Fails
Even good tools drop the ball sometimes. Here’s what to check if dashboards aren’t getting delivered:
- Check spam/junk folders. Sometimes scheduled emails get filtered.
- Verify recipient permissions. If someone can’t access a dashboard, they won’t see the emailed charts.
- Audit integration settings. If Slack or email integrations break, reconnect them in Amplitude.
- Review your dashboard filters. If a dashboard shows up blank, you might be filtering out all your data by accident.
Pro tip: Test dashboard delivery to yourself before rolling out to a big group.
10. Iterate and Keep It Simple
You don’t need a perfect setup on day one. Start small, automate the basics, and tweak as you go.
- Ask for feedback. If nobody’s using a dashboard, kill it or improve it.
- Don’t be afraid to delete or combine dashboards.
- Simple, actionable dashboards beat fancy-but-ignored ones every time.
That’s it. Setting up automated recurring dashboards in Amplitude isn’t rocket science—but it does require some upfront thought. Keep your dashboards focused, automate what matters, and don’t be afraid to prune the stuff nobody’s using. Start simple, iterate, and let your tools do the boring work for you.