How to Create Dashboard Templates

Dashboard templates streamline the process of replicating dashboards across different sub-accounts, saving time and effort. This guide provides a step-by-step walkthrough for creating a dashboard template and using it to create new dashboards. Learn how to efficiently manage and reuse dashboards with these simple steps.

Table of Contents:

    1.    What Are Dashboard Templates?

    2.    Why Should You Use Dashboard Templates?

    3.    Where to Find Dashboard Templates?

    4.    How to Create Dashboard Templates

    5.    Frequently Asked Questions

What Are Dashboard Templates?

Dashboard templates are reusable frameworks designed to replicate dashboards across multiple sub-accounts. By saving an existing dashboard as a template, you can maintain consistency across your accounts while significantly reducing setup time. Templates make it easy to standardize reporting and ensure every account has access to essential metrics and visualizations.

Why Should You Use Dashboard Templates?

Using dashboard templates helps solve common challenges in managing dashboards across multiple accounts. These include:

    •    Time-Saving: Eliminates the need to manually recreate dashboards for each sub-account.

    •    Consistency: Ensures uniformity in data representation across accounts.

    •    Scalability: Streamlines processes for agencies managing multiple clients.

    •    Efficiency: Simplifies updates and modifications by centralizing dashboard templates.

Where to Find Dashboard Templates?

To access dashboard templates:

    1.    Switch to Agency View in your software.

2.    Navigate to the Template Library section to browse, create, or manage dashboard templates directly from this area.

How to Create Dashboard Templates

Follow these steps to create a dashboard template:

Step 1: Switch to Agency View

Ensure you’re in the Agency View mode of your software.

Step 2: Navigate to Template Library

In the Agency View, locate and click on Template Library in the navigation menu.

Step 3: Create a New Template

Click on Create a Template to start the process of creating a dashboard template.

Step 4: Select Source Sub-Account

Choose the sub-account that contains the source dashboard you want to replicate.

Step 5: Choose Product Type

From the dropdown menu, select Dashboards as the product type.

Step 6: Select the Dashboard

Pick the dashboard you wish to turn into a template, then click "Continue."

Step 7: Add Details

Provide additional information, such as:

    •    A relevant category for organization.

    •    Tags for easier searchability.

    •    A description and cover image for identification.

Step 8: Publish the Template

After reviewing your settings, click Publish Template. Your new template will now be visible in the Template List.

Quick Tip: To quickly upload a dashboard as a template, click on the three dots next to the dashboard and select Upload as Template.

How to Create a New Dashboard Using Templates

Follow these steps to create a new dashboard from an existing template:

Step 1: Navigate to the Dashboard Page

Go to the Dashboard page in your account.

Step 2: Click on Add Dashboard

Click the blue dashboard icon with the dropdown and select Add Dashboard.

Step 3: Select From Template Library

Choose From Template Library in the options provided. Click "Select" tab at the bottom.

Step 4: Choose the Template

Browse the library, select the template you want to use. On the next page, and click "Continue" button located at the top right corner.

Step 5: You're All Set!

lGive it a moment to add the template to your dashboard. Once done, you can go to "edit" option to customize the layout of the dashboard.

Frequently Asked Questions