# PostHog Dashboard 配置指南

## 📊 目的

本指南帮助你在PostHog中配置关键的分析Dashboard和Insights，快速获得有价值的用户行为洞察。

---

## 🎯 推荐Dashboard列表

### 1. 📈 核心指标Dashboard
**用途**: 监控产品整体健康度

### 2. 🔄 用户留存Dashboard
**用途**: 分析用户留存和流失

### 3. 💰 收入转化Dashboard
**用途**: 监控付费转化漏斗

### 4. 🎨 功能使用Dashboard
**用途**: 了解功能受欢迎程度

### 5. 🔍 搜索行为Dashboard
**用途**: 优化搜索体验

---

## 📈 Dashboard 1: 核心指标

### Insight 1.1: 每日活跃用户（DAU）
**类型**: Trends
**事件**: `$pageview`
**时间范围**: 过去30天
**分组**: 按日
**配置**:
```
Event: $pageview
Unique users
Date range: Last 30 days
Interval: Day
```

### Insight 1.2: 新用户注册趋势
**类型**: Trends
**事件**: `USER_SIGNED_UP`
**时间范围**: 过去30天
**配置**:
```
Event: USER_SIGNED_UP
Count of events
Date range: Last 30 days
Interval: Day
Breakdown: signup_method
```

### Insight 1.3: 用户登录方式分布
**类型**: Pie Chart
**事件**: `USER_LOGGED_IN`
**时间范围**: 过去7天
**配置**:
```
Event: USER_LOGGED_IN
Count of events
Date range: Last 7 days
Breakdown: login_method
Visualization: Pie
```

### Insight 1.4: 最受欢迎的页面
**类型**: Table
**事件**: `$pageview`
**时间范围**: 过去7天
**配置**:
```
Event: $pageview
Count of events
Date range: Last 7 days
Breakdown: $current_url
Order: Descending
Limit: Top 10
```

### Insight 1.5: 平台分布
**类型**: Bar Chart
**事件**: `$pageview`
**时间范围**: 过去30天
**配置**:
```
Event: $pageview
Unique users
Date range: Last 30 days
Breakdown: $os
Visualization: Bar
```

---

## 🔄 Dashboard 2: 用户留存

### Insight 2.1: 用户留存曲线
**类型**: Retention
**初始事件**: `USER_SIGNED_UP`
**返回事件**: `$pageview`
**配置**:
```
Cohort defining event: USER_SIGNED_UP
Returning event: $pageview
Period: Daily
Date range: Last 8 weeks
```

### Insight 2.2: 功能留存率
**类型**: Retention
**初始事件**: 各功能首次使用事件
**返回事件**: 各功能再次使用
**配置**:
```
Cohort defining event: TRADING_SIMULATION_ENTERED
Returning event: TRADING_SIMULATION_ENTERED
Period: Weekly
Date range: Last 12 weeks
```

### Insight 2.3: 社区互动留存
**类型**: Retention
**初始事件**: `Community Page Viewed`
**返回事件**: `NEWS_ARTICLE_CLICKED`
**配置**:
```
Cohort defining event: Community Page Viewed
Returning event: NEWS_ARTICLE_CLICKED
Period: Daily
Date range: Last 30 days
```

### Insight 2.4: 活跃用户分层
**类型**: Trends
**多个事件**: 按活跃度分类
**配置**:
```
Event 1: $pageview (filter: >= 20 events in last 7 days)
Event 2: $pageview (filter: 10-19 events in last 7 days)
Event 3: $pageview (filter: 3-9 events in last 7 days)
Event 4: $pageview (filter: 1-2 events in last 7 days)
Date range: Last 30 days
Unique users
```

---

## 💰 Dashboard 3: 收入转化

### Insight 3.1: 付费转化漏斗
**类型**: Funnel
**步骤**:
1. SUBSCRIPTION_PAGE_VIEWED
2. Pricing Plan Selected
3. PAYMENT_INITIATED
4. PAYMENT_SUCCESSFUL
5. SUBSCRIPTION_CREATED

**配置**:
```
Funnel step 1: SUBSCRIPTION_PAGE_VIEWED
Funnel step 2: Pricing Plan Selected
Funnel step 3: PAYMENT_INITIATED
Funnel step 4: PAYMENT_SUCCESSFUL
Funnel step 5: SUBSCRIPTION_CREATED
Conversion window: 1 hour
Date range: Last 30 days
```

### Insight 3.2: 付费墙转化率
**类型**: Funnel
**步骤**:
1. PAYWALL_SHOWN
2. PAYWALL_UPGRADE_CLICKED
3. SUBSCRIPTION_PAGE_VIEWED
4. PAYMENT_SUCCESSFUL

**配置**:
```
Funnel step 1: PAYWALL_SHOWN
Funnel step 2: PAYWALL_UPGRADE_CLICKED
Funnel step 3: SUBSCRIPTION_PAGE_VIEWED
Funnel step 4: PAYMENT_SUCCESSFUL
Breakdown: feature (付费墙触发功能)
Date range: Last 30 days
```

### Insight 3.3: 定价方案选择分布
**类型**: Pie Chart
**事件**: `Pricing Plan Selected`
**配置**:
```
Event: Pricing Plan Selected
Count of events
Breakdown: plan_name
Date range: Last 30 days
Visualization: Pie
```

### Insight 3.4: 计费周期偏好
**类型**: Bar Chart
**事件**: `Pricing Plan Selected`
**配置**:
```
Event: Pricing Plan Selected
Count of events
Breakdown: billing_cycle
Date range: Last 30 days
Visualization: Bar
```

### Insight 3.5: 支付成功率
**类型**: Trends (Formula)
**计算**: (PAYMENT_SUCCESSFUL / PAYMENT_INITIATED) * 100
**配置**:
```
Series A: PAYMENT_SUCCESSFUL (Count)
Series B: PAYMENT_INITIATED (Count)
Formula: (A / B) * 100
Date range: Last 30 days
Interval: Day
```

### Insight 3.6: 订阅收入趋势
**类型**: Trends
**事件**: `SUBSCRIPTION_CREATED`
**配置**:
```
Event: SUBSCRIPTION_CREATED
Sum of property: amount
Date range: Last 90 days
Interval: Week
```

### Insight 3.7: 支付失败原因分析
**类型**: Table
**事件**: `PAYMENT_FAILED`
**配置**:
```
Event: PAYMENT_FAILED
Count of events
Breakdown: error_reason
Date range: Last 30 days
Order: Descending
```

---

## 🎨 Dashboard 4: 功能使用

### Insight 4.1: 功能使用频率排名
**类型**: Table
**多个事件**: 各功能的关键事件
**配置**:
```
Events:
  - Community Page Viewed
  - EVENT_DETAIL_VIEWED
  - DASHBOARD_CENTER_VIEWED
  - TRADING_SIMULATION_ENTERED
  - STOCK_OVERVIEW_VIEWED
Count of events
Date range: Last 7 days
Order: Descending
```

### Insight 4.2: 新闻浏览趋势
**类型**: Trends
**事件**: `NEWS_ARTICLE_CLICKED`
**配置**:
```
Event: NEWS_ARTICLE_CLICKED
Count of events
Date range: Last 30 days
Interval: Day
Breakdown: importance (按重要性分组)
```

### Insight 4.3: 搜索使用趋势
**类型**: Trends
**事件**: `SEARCH_QUERY_SUBMITTED`
**配置**:
```
Event: SEARCH_QUERY_SUBMITTED
Count of events
Date range: Last 30 days
Interval: Day
Breakdown: context
```

### Insight 4.4: 模拟盘交易活跃度
**类型**: Trends
**事件**: `Simulation Order Placed`
**配置**:
```
Event: Simulation Order Placed
Count of events
Date range: Last 30 days
Interval: Day
Breakdown: order_type (买入/卖出)
```

### Insight 4.5: 社交互动参与度
**类型**: Trends (Stacked)
**多个事件**:
- Comment Added
- Comment Liked
- CONTENT_SHARED

**配置**:
```
Event 1: Comment Added
Event 2: Comment Liked
Event 3: CONTENT_SHARED
Count of events
Date range: Last 30 days
Interval: Day
Visualization: Area (Stacked)
```

### Insight 4.6: 个人资料完善度
**类型**: Funnel
**步骤**:
1. USER_SIGNED_UP
2. PROFILE_UPDATED
3. Avatar Uploaded
4. Account Bound

**配置**:
```
Funnel step 1: USER_SIGNED_UP
Funnel step 2: PROFILE_UPDATED
Funnel step 3: Avatar Uploaded
Funnel step 4: Account Bound
Date range: Last 30 days
```

---

## 🔍 Dashboard 5: 搜索行为

### Insight 5.1: 搜索量趋势
**类型**: Trends
**事件**: `SEARCH_QUERY_SUBMITTED`
**配置**:
```
Event: SEARCH_QUERY_SUBMITTED
Count of events
Date range: Last 30 days
Interval: Day
```

### Insight 5.2: 搜索无结果率
**类型**: Trends (Formula)
**计算**: (SEARCH_NO_RESULTS / SEARCH_QUERY_SUBMITTED) * 100
**配置**:
```
Series A: SEARCH_NO_RESULTS (Count)
Series B: SEARCH_QUERY_SUBMITTED (Count)
Formula: (A / B) * 100
Date range: Last 30 days
Interval: Day
```

### Insight 5.3: 热门搜索词
**类型**: Table
**事件**: `SEARCH_QUERY_SUBMITTED`
**配置**:
```
Event: SEARCH_QUERY_SUBMITTED
Count of events
Breakdown: query
Date range: Last 7 days
Order: Descending
Limit: Top 20
```

### Insight 5.4: 搜索结果点击率
**类型**: Funnel
**步骤**:
1. SEARCH_QUERY_SUBMITTED
2. SEARCH_RESULT_CLICKED

**配置**:
```
Funnel step 1: SEARCH_QUERY_SUBMITTED
Funnel step 2: SEARCH_RESULT_CLICKED
Breakdown: context
Date range: Last 30 days
```

### Insight 5.5: 搜索筛选使用
**类型**: Table
**事件**: `SEARCH_FILTER_APPLIED`
**配置**:
```
Event: SEARCH_FILTER_APPLIED
Count of events
Breakdown: filter_type
Date range: Last 30 days
Order: Descending
```

---

## 👥 推荐Cohorts（用户分组）

### Cohort 1: 活跃用户
**条件**:
```
用户在过去7天内执行了：
  $pageview (至少5次)
```

### Cohort 2: 付费用户
**条件**:
```
用户执行过：
  SUBSCRIPTION_CREATED
并且
  subscription_tier 不等于 'free'
```

### Cohort 3: 社区活跃用户
**条件**:
```
用户在过去30天内执行了：
  Comment Added (至少1次)
或
  Comment Liked (至少3次)
```

### Cohort 4: 流失风险用户
**条件**:
```
用户满足：
  上次访问时间 > 7天前
并且
  历史访问次数 >= 5次
```

### Cohort 5: 高价值潜在用户
**条件**:
```
用户在过去30天内：
  PAYWALL_SHOWN (至少2次)
并且
  未执行过 SUBSCRIPTION_CREATED
并且
  $pageview (至少10次)
```

### Cohort 6: 新用户（激活中）
**条件**:
```
用户执行过：
  USER_SIGNED_UP (在过去7天内)
```

---

## 🎯 推荐Actions（动作定义）

### Action 1: 深度参与
**定义**: 用户在单次会话中执行了多个关键操作
**包含事件**:
- NEWS_ARTICLE_CLICKED (至少2次)
- EVENT_DETAIL_VIEWED (至少1次)
- Comment Added 或 Comment Liked (至少1次)

### Action 2: 付费意向
**定义**: 用户展现付费兴趣
**包含事件**:
- PAYWALL_SHOWN
- PAYWALL_UPGRADE_CLICKED
- SUBSCRIPTION_PAGE_VIEWED

### Action 3: 模拟盘活跃
**定义**: 用户积极使用模拟盘
**包含事件**:
- TRADING_SIMULATION_ENTERED
- Simulation Order Placed (至少1次)
- Simulation Holdings Viewed

---

## 📱 配置步骤

### 创建Dashboard
1. 登录PostHog
2. 左侧菜单选择 "Dashboards"
3. 点击 "New dashboard"
4. 输入Dashboard名称（如"核心指标Dashboard"）
5. 点击 "Create"

### 添加Insight
1. 在Dashboard页面，点击 "Add insight"
2. 选择Insight类型（Trends/Funnel/Retention等）
3. 配置事件和参数
4. 点击 "Save & add to dashboard"

### 配置Cohort
1. 左侧菜单选择 "Cohorts"
2. 点击 "New cohort"
3. 设置Cohort名称
4. 添加筛选条件
5. 点击 "Save"

### 配置Action
1. 左侧菜单选择 "Data management" -> "Actions"
2. 点击 "New action"
3. 选择 "From event or pageview"
4. 添加匹配条件
5. 点击 "Save"

---

## 🔔 推荐Alerts（告警配置）

### Alert 1: 支付成功率下降
**条件**: 支付成功率 < 80%
**检查频率**: 每小时
**通知方式**: Email + Slack

### Alert 2: 搜索无结果率过高
**条件**: 搜索无结果率 > 30%
**检查频率**: 每天
**通知方式**: Email

### Alert 3: 新用户注册激增
**条件**: 新注册用户数 > 正常值的2倍
**检查频率**: 每小时
**通知方式**: Slack

### Alert 4: 系统异常
**条件**: 错误事件数 > 100/小时
**检查频率**: 每15分钟
**通知方式**: Email + Slack + PagerDuty

---

## 💡 使用建议

### 日常监控
**建议查看频率**: 每天
**关注Dashboard**:
- 核心指标Dashboard
- 收入转化Dashboard

### 周度回顾
**建议查看频率**: 每周一
**关注Dashboard**:
- 用户留存Dashboard
- 功能使用Dashboard

### 月度分析
**建议查看频率**: 每月初
**关注Dashboard**:
- 所有Dashboard
- Cohorts分析
- Retention详细报告

### 决策支持
**使用场景**:
- 功能优先级排序 → 查看功能使用Dashboard
- 转化率优化 → 查看收入转化Dashboard
- 用户流失分析 → 查看用户留存Dashboard
- 搜索体验优化 → 查看搜索行为Dashboard

---

## 📊 高级分析技巧

### 1. Funnel分解分析
在漏斗的每一步添加Breakdown，分析不同用户群的转化差异：
- 按 subscription_tier 分解
- 按 signup_method 分解
- 按 $os 分解

### 2. Cohort对比
创建多个Cohort，在Insights中对比不同群体的行为：
- 付费用户 vs 免费用户
- 新用户 vs 老用户
- 活跃用户 vs 流失用户

### 3. Path Analysis
使用Paths功能分析用户旅程：
- 从注册到首次付费的路径
- 从首页到核心功能的路径
- 流失用户的最后操作路径

### 4. 时间对比
使用 "Compare to previous period" 功能：
- 本周 vs 上周
- 本月 vs 上月
- 节假日 vs 平常

---

## 🔗 相关资源

- [PostHog Dashboard文档](https://posthog.com/docs/user-guides/dashboards)
- [PostHog Insights文档](https://posthog.com/docs/user-guides/insights)
- [PostHog Cohorts文档](https://posthog.com/docs/user-guides/cohorts)
- [TRACKING_VALIDATION_CHECKLIST.md](./TRACKING_VALIDATION_CHECKLIST.md) - 验证清单

---

**文档版本**: v1.0
**最后更新**: 2025-10-29
**维护者**: 数据分析团队