Dashboard Overview

Manage up your data pipelines and use different RudderStack features.

Once you sign up for RudderStack Cloud, you are presented with a dashboard that lets you set up and manage your event data sources, destinations, and different RudderStack features through an easy-to-use UI.

This guide walks you through all dashboard options to start using RudderStack Cloud.

Getting started

Once you sign up and log in to your RudderStack dashboard, you will see the following checklist. It gives you different options to add a source and destination to set up a connection, view live events, invite other members in your workspace, and more.

Get started checklist


Directory is a catalog of all the RudderStack-supported sources and destinations. You can search for any source/destination from this view and set them up.


This option lets you set up your data pipelines by connecting different sources and destinations across your customer data stack.


This option shows all the connections between your sources and destinations. You also see the following options:

Data Plane URL

If you’re using RudderStack Open Source, you must set up your own data plane in your preferred environment.

An open source data plane URL looks like http:localhost:8080 where 8080 is typically the port where your RudderStack data plane is hosted.


This option lists all the configured sources in your workspace. You can add a new source by clicking the New Source button. See Sources for more information on adding a source.


This option lists all the configured destinations in your workspace. You can add a new destination by clicking the New Destination button. See Destinations for more information on adding a destination.


With this option, you can transform events using custom JavaScript/Python functions before sending them to your destinations. You can also create your own Libraries to reuse code in other transformations.

See Transformations to learn more about this feature.

Tracking Plans

This feature lets you proactively monitor and act on non-compliant event data coming into your RudderStack sources based on predefined plans. It ensures data quality by validating live events delivered to RudderStack against the expected events and their properties.

See Tracking plans to learn more about this feature.


This section highlights the following RudderStack features to activate your data for a variety of use cases.


This feature lets you create customer sets that meet a specific criteria and sync them to the destinations connected to your Reverse ETL sources. This is helpful when you want to send targeted messaging to different customer groups.

See Audiences to learn more about this feature.


This feature lets you define and execute custom SQL queries on your warehouse, fetch the resultant data, and send it specific destinations via RudderStack.

See Models to learn more about this feature.


The options in this section let you monitor your warehouse syncs and get better observability into the events flowing in and out of RudderStack.


This option provides detailed metrics on the events synced to your warehouse destinations. You can also filter the event data based on a specific source or destination by using the filter option in the header or sync the data manually by using the Sync Now button.

RudderStack Syncs


This feature is available in the RudderStack Cloud Starter, Growth, and Enterprise plans. It provides an intuitive dashboard for better observability and performance monitoring of your RudderStack setup.

The Grafana dashboard gives you a real-time view of the events sent and received by RudderStack. It also gives you visibility into various metrics like RudderStack’s performance under load, processing errors, event delivery statistics, events pending delivery, and more.

See Grafana dashboard to learn more about this feature.

Only members with admin permissions in your workspace can access the Grafana dashboard.


This option lets you manage various account, workspace, and organization-specific settings.

Your Profile


  • Security: Lets you review and modify your security settings like changing password and setting a two-factor authentication.

  • Personal access tokens: Lets you generate a Personal Access Token required to use the RudderStack APIs.

Access policy

This section gives you an overview of your organization access role and the workspace-level roles and permissions assigned to you.

Access policy tab

See User management to set and manage these access policies for your organization members.



This section displays your workspace information like name and workspace ID.

The RudderStack team uses the workspace ID for tracking data internally and enabling specific features for your account.

Workspace token

The workspace token is a unique identifier of your RudderStack workspace.

The workspace token is available only in RudderStack Cloud Free and RudderStack Open Source to help you set up a self-hosted deployment.

To get your workspace token, go to Settings > Workspace. The workspace token is present in the General tab.

Workspace Token

To view the workspace token, click the show icon and enter the password associated with your RudderStack account.

By default, the workspace token is hidden for security purposes. You must have administrative privileges to access the workspace token.

Data management

This section lets you configure the data retention and data privacy settings for your workspace.

See Data management to learn more about this feature.

Audit logs

This feature is available only in the RudderStack Cloud Enterprise plan. It lets you track user activities within your workspace, like creating or modifying sources and destinations, transformations, implementing Multi-Factor Authentication (MFA), and more.

See Audit logs to learn more about this feature.


This feature lets you configure workspace and resource-level alerts for event processing or delivery failures across your Event Stream and Reverse ETL pipelines.

See Configurable Alerts to learn more about this feature.



This tab lets you change your organization name and enforce two-factor authentication for all organization members.


This option displays all team members, their roles, and access policy in the current workspace. You can also invite new members by using the Invite member button.

See User management to learn more about this feature.


In this section, you can view your organization’s event usage by product (Event Stream, Cloud Extract, and Reverse ETL). It also indicates your current RudderStack Cloud plan and when your billing cycle resets.


RudderStack calculates the monthly event volume based on the events ingested at source and not the events sent to the destinations.

Filtering selective events to destinations using transformations will not result in a lower event volume.

Usage tab

Questions? Contact us by email or on Slack