Person and Group Contextual Dashboards / Search

[simfish85]

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!

[pauldambra]

rough plan

step one

#16667 lets us assign a dashboard with autofiltering to persons and groups.

It isn't perfect but is aimed at letting us test this internally.

Filtering for person needs #16653 before we could release this generally

things to round this off

1. providing default dashboards instead of making someone pick them
2. filtering hogql insights by dashboard filters
3. adding a Link function to HogQL https://posthog.slack.com/archives/C045L1VEG87/p1689857946623729