ithinkwong
commented
1 year ago Potential related Issues / PRs:
- Dashboards on Persons/Groups: This feature request is related to the problem of quickly accessing insights and session recordings for a particular person or group from the persons/groups page. The solution proposed is to have a one-click button to a dashboard filtered by that person or group, or to embed the dashboard on the persons/group page within a tab. This would greatly improve the user experience and make it easier to analyze data for specific individuals or groups.
- Feature Request: Search, for Orgs: This feature request addresses the problem of not being able to search for organizations in the Persons & Groups view. The solution proposed is to add a search functionality specifically for organizations. This would greatly improve the usability of the product and make it easier to find and access information about specific companies.
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pauldambra
Is your feature request related to a problem?
In the CS team, we often want to look at a (billing) Organization which is a Group in our PostHog deployment. Dashboards are great in that they let you see a load of useful data, but to "look up" a customer requires you needing to go to a dashboard and then apply a filter, which is quite time-consuming.
After we find an organization dashboard we might also want to drill into a dashboard for an individual person related to that org (via evente) to see their usage data, and potentially other data (that might be on their Person object from HubSpot/Clearbit for example).
We may also want to go from Person to related Organization (Which we can do today)
Relatedly, it would be great if the search function could help us easily find a person via email, or an org via name, or customer via Stripe customer ID.
Describe the solution you'd like
We now have the usage tab for Feature Flags which focuses on the data for the Feature flag you're looking at. It's all locked but the benefit here is that it's pre-filtered to the data for that feature flag. I essentially want this for Persons and Groups.
As a minimum, there would be a default dashboard for each of Person and Group types which can be configured, and then would always have filters applied behind the scenes to show you only data for that person/group.
Even better, you could "Add a new dashboard" to the view for Persons and Groups so that different teams could have their own default views.
Even even better you could have tab selection as a query string so when drilling from Group to Person the Dashboard could be pre-selected.
Finally, it would be the absolute best if every user in PostHog could specify their default tab when opening a Person/Group so I can always be taken directly to my favourite dashboard.
This coupled with an improved Search would make my life in Customer Success so much easier/productive.
Describe alternatives you've considered
Using a different tool geared towards Customer hierarchies
Additional context
Thank you for your feature request – we love each and every one!