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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…

2 min read556 words17 explained imagesUpdated Fri, 22 Nov, 2024 at 10:50 PM
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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.

Figure 1 What this shows 1. What this shows Illustrates "How to Create Dashboard Templates". This screenshot appears in "How to Create Dashboard Templates". The text alongside this image reads: 1. Switch to Agency View in your software. Immediately after, the guide continues: 2. Navigate to the Template Library section to browse, create, or manage dashboard templates directly from this area. Image 1 of 17 What this covers1. Switch to Agency View in your software.
Buttons and menus referenced Step 1: Switch to Agency ViewStep 2: Navigate to Template LibraryStep 3: Create a New TemplateStep 4: Select Source Sub-AccountStep 5: Choose Product TypeStep 6: Select the Dashboard"Continue."Step 7: Add Details• A relevant category for organization.• Tags for easier searchability.Step 8: Publish the TemplateStep 1: Navigate to the Dashboard Page
Next step2. Navigate to the Template Library section to browse, create, or manage dashboard templates directly from this area.

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

Figure 2 What this shows 2. What this shows Illustrates "How to Create Dashboard Templates". This screenshot appears in "How to Create Dashboard Templates". The text alongside this image reads: 2. Navigate to the Template Library section to browse, create, or manage dashboard templates directly from this area. Immediately after, the guide continues: How to Create Dashboard Templates. Image 2 of 17 What this covers2. Navigate to the Template Library section to browse, create, or manage dashboard templates directly from this area.
Buttons and menus referenced Step 1: Switch to Agency ViewStep 2: Navigate to Template LibraryStep 3: Create a New TemplateStep 4: Select Source Sub-AccountStep 5: Choose Product TypeStep 6: Select the Dashboard"Continue."Step 7: Add Details• A relevant category for organization.• Tags for easier searchability.Step 8: Publish the TemplateStep 1: Navigate to the Dashboard Page
Next stepHow to Create Dashboard Templates

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.

Figure 3 What this shows Click on Create a Template to start the process of creating a dashboard template. What this shows Illustrates "How to Create Dashboard Templates". This screenshot appears in "How to Create Dashboard Templates". The text alongside this image reads: Click on Create a Template to start the process of creating a dashboard template. Immediately after, the guide continues: Step 4: Select Source Sub-Account. Image 3 of 17 What to clickClick on Create a Template to start the process of creating a dashboard template.
Buttons and menus referenced Step 1: Switch to Agency ViewStep 2: Navigate to Template LibraryStep 3: Create a New TemplateStep 4: Select Source Sub-AccountStep 5: Choose Product TypeStep 6: Select the Dashboard"Continue."Step 7: Add Details• A relevant category for organization.• Tags for easier searchability.Step 8: Publish the TemplateStep 1: Navigate to the Dashboard Page
Next stepStep 4: Select Source Sub-Account

Step 4: Select Source Sub-Account

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

Figure 4 What this shows Choose the sub-account that contains the source dashboard you want to replicate. What this shows Illustrates "How to Create Dashboard Templates". This screenshot appears in "How to Create Dashboard Templates". The text alongside this image reads: Choose the sub-account that contains the source dashboard you want to replicate. Immediately after, the guide continues: From the dropdown menu, select Dashboards as the product type. Image 4 of 17 What to chooseChoose the sub-account that contains the source dashboard you want to replicate.
Buttons and menus referenced Step 1: Switch to Agency ViewStep 2: Navigate to Template LibraryStep 3: Create a New TemplateStep 4: Select Source Sub-AccountStep 5: Choose Product TypeStep 6: Select the Dashboard"Continue."Step 7: Add Details• A relevant category for organization.• Tags for easier searchability.Step 8: Publish the TemplateStep 1: Navigate to the Dashboard Page
Next stepFrom the dropdown menu, select Dashboards as the product type.

Step 5: Choose Product Type

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

Figure 5 What this shows From the dropdown menu, select Dashboards as the product type. What this shows Illustrates "How to Create Dashboard Templates". This screenshot appears in "How to Create Dashboard Templates". The text alongside this image reads: From the dropdown menu, select Dashboards as the product type. Immediately after, the guide continues: Pick the dashboard you wish to turn into a template, then click "Continue.". Image 5 of 17 What to fill inFrom the dropdown menu, select Dashboards as the product type.
Buttons and menus referenced Step 1: Switch to Agency ViewStep 2: Navigate to Template LibraryStep 3: Create a New TemplateStep 4: Select Source Sub-AccountStep 5: Choose Product TypeStep 6: Select the Dashboard"Continue."Step 7: Add Details• A relevant category for organization.• Tags for easier searchability.Step 8: Publish the TemplateStep 1: Navigate to the Dashboard Page
Next stepPick the dashboard you wish to turn into a template, then click "Continue."

Step 6: Select the Dashboard

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

Figure 6 What this shows Pick the dashboard you wish to turn into a template, then click "Continue." What this shows Illustrates "How to Create Dashboard Templates". This screenshot appears in "How to Create Dashboard Templates". The text alongside this image reads: Pick the dashboard you wish to turn into a template, then click "Continue.". Immediately after, the guide continues: Provide additional information, such as. Image 6 of 17 What to choosePick the dashboard you wish to turn into a template, then click "Continue."
Buttons and menus referenced Step 1: Switch to Agency ViewStep 2: Navigate to Template LibraryStep 3: Create a New TemplateStep 4: Select Source Sub-AccountStep 5: Choose Product TypeStep 6: Select the Dashboard"Continue."Step 7: Add Details• A relevant category for organization.• Tags for easier searchability.Step 8: Publish the TemplateStep 1: Navigate to the Dashboard Page
Next stepProvide additional information, such as:

Step 7: Add Details

Provide additional information, such as:

    •    A relevant category for organization.

Figure 7 What this shows • A relevant category for organization. What this shows Illustrates "How to Create Dashboard Templates". This screenshot appears in "How to Create Dashboard Templates". The text alongside this image reads: • A relevant category for organization. For context, this section explains: 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…. Immediately after, the guide continues: • Tags for easier searchability. Image 7 of 17 What this covers• A relevant category for organization.
Buttons and menus referenced Step 1: Switch to Agency ViewStep 2: Navigate to Template LibraryStep 3: Create a New TemplateStep 4: Select Source Sub-AccountStep 5: Choose Product TypeStep 6: Select the Dashboard"Continue."Step 7: Add Details• A relevant category for organization.• Tags for easier searchability.Step 8: Publish the TemplateStep 1: Navigate to the Dashboard Page
Next step• Tags for easier searchability.

    •    Tags for easier searchability.

Figure 8 What this shows • Tags for easier searchability. What this shows Illustrates "How to Create Dashboard Templates". This screenshot appears in "How to Create Dashboard Templates". The text alongside this image reads: • Tags for easier searchability. For context, this section explains: 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…. Immediately after, the guide continues: • A description and cover image for identification. Image 8 of 17 What this covers• Tags for easier searchability.
Buttons and menus referenced Step 1: Switch to Agency ViewStep 2: Navigate to Template LibraryStep 3: Create a New TemplateStep 4: Select Source Sub-AccountStep 5: Choose Product TypeStep 6: Select the Dashboard"Continue."Step 7: Add Details• A relevant category for organization.• Tags for easier searchability.Step 8: Publish the TemplateStep 1: Navigate to the Dashboard Page
Next step• A description and cover image for identification.

    •    A description and cover image for identification.

Figure 9 What this shows • A description and cover image for identification. What this shows Illustrates "How to Create Dashboard Templates". This screenshot appears in "How to Create Dashboard Templates". The text alongside this image reads: • A description and cover image for identification. Immediately after, the guide continues: After reviewing your settings, click Publish Template. Your new template will now be visible in the Template List. Image 9 of 17 What this covers• A description and cover image for identification.
Buttons and menus referenced Step 1: Switch to Agency ViewStep 2: Navigate to Template LibraryStep 3: Create a New TemplateStep 4: Select Source Sub-AccountStep 5: Choose Product TypeStep 6: Select the Dashboard"Continue."Step 7: Add Details• A relevant category for organization.• Tags for easier searchability.Step 8: Publish the TemplateStep 1: Navigate to the Dashboard Page
Next stepAfter reviewing your settings, click Publish Template. Your new template will now be visible in the Template List.

Step 8: Publish the Template

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

Figure 10 What this shows After reviewing your settings, click Publish Template. What this shows Illustrates "How to Create Dashboard Templates". This screenshot appears in "How to Create Dashboard Templates". The text alongside this image reads: After reviewing your settings, click Publish Template. Your new template will now be visible in the Template List. Immediately after, the guide continues: Quick Tip: To quickly upload a dashboard as a template, click on the three dots next to the dashboard and select Upload as Template. Image 10 of 17 How to confirmAfter reviewing your settings, click Publish Template. Your new template will now be visible in the Template List.
Buttons and menus referenced Step 1: Switch to Agency ViewStep 2: Navigate to Template LibraryStep 3: Create a New TemplateStep 4: Select Source Sub-AccountStep 5: Choose Product TypeStep 6: Select the Dashboard"Continue."Step 7: Add Details• A relevant category for organization.• Tags for easier searchability.Step 8: Publish the TemplateStep 1: Navigate to the Dashboard Page
Next stepQuick Tip: To quickly upload a dashboard as a template, click on the three dots next to the dashboard and select Upload as Template.

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

Figure 11 What this shows Quick Tip: To quickly upload a dashboard as a template, click on the three dots next to the dashboard and select Upload as Template. What this shows Illustrates "How to Create Dashboard Templates". This screenshot appears in "How to Create Dashboard Templates". The text alongside this image reads: Quick Tip: To quickly upload a dashboard as a template, click on the three dots next to the dashboard and select Upload as Template. Immediately after, the guide continues: How to Create a New Dashboard Using Templates. Image 11 of 17 What to chooseQuick Tip: To quickly upload a dashboard as a template, click on the three dots next to the dashboard and select Upload as Template.
Buttons and menus referenced Step 1: Switch to Agency ViewStep 2: Navigate to Template LibraryStep 3: Create a New TemplateStep 4: Select Source Sub-AccountStep 5: Choose Product TypeStep 6: Select the Dashboard"Continue."Step 7: Add Details• A relevant category for organization.• Tags for easier searchability.Step 8: Publish the TemplateStep 1: Navigate to the Dashboard Page
Next stepHow to Create a New Dashboard Using Templates

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.

Figure 12 What this shows Go to the Dashboard page in your account. What this shows Illustrates "How to Create Dashboard Templates". This screenshot appears in "How to Create Dashboard Templates". The text alongside this image reads: Go to the Dashboard page in your account. Immediately after, the guide continues: Click the blue dashboard icon with the dropdown and select Add Dashboard. Image 12 of 17 Where to goGo to the Dashboard page in your account.
Buttons and menus referenced Step 1: Switch to Agency ViewStep 2: Navigate to Template LibraryStep 3: Create a New TemplateStep 4: Select Source Sub-AccountStep 5: Choose Product TypeStep 6: Select the Dashboard"Continue."Step 7: Add Details• A relevant category for organization.• Tags for easier searchability.Step 8: Publish the TemplateStep 1: Navigate to the Dashboard Page
Next stepClick the blue dashboard icon with the dropdown and select Add Dashboard.

Step 2: Click on Add Dashboard

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

Figure 13 What this shows Click the blue dashboard icon with the dropdown and select Add Dashboard. What this shows Illustrates "How to Create Dashboard Templates". This screenshot appears in "How to Create Dashboard Templates". The text alongside this image reads: Click the blue dashboard icon with the dropdown and select Add Dashboard. Immediately after, the guide continues: Step 3: Select From Template Library. Image 13 of 17 What to chooseClick the blue dashboard icon with the dropdown and select Add Dashboard.
Buttons and menus referenced Step 1: Switch to Agency ViewStep 2: Navigate to Template LibraryStep 3: Create a New TemplateStep 4: Select Source Sub-AccountStep 5: Choose Product TypeStep 6: Select the Dashboard"Continue."Step 7: Add Details• A relevant category for organization.• Tags for easier searchability.Step 8: Publish the TemplateStep 1: Navigate to the Dashboard Page
Next stepStep 3: Select From Template Library

Step 3: Select From Template Library

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

Figure 14 What this shows Choose From Template Library in the options provided. What this shows Illustrates "How to Create Dashboard Templates". This screenshot appears in "How to Create Dashboard Templates". The text alongside this image reads: Choose From Template Library in the options provided. Click "Select" tab at the bottom. Immediately after, the guide continues: Browse the library, select the template you want to use. On the next page, and click "Continue" button located at the top right corner. Image 14 of 17 What to chooseChoose From Template Library in the options provided. Click "Select" tab at the bottom.
Buttons and menus referenced Step 1: Switch to Agency ViewStep 2: Navigate to Template LibraryStep 3: Create a New TemplateStep 4: Select Source Sub-AccountStep 5: Choose Product TypeStep 6: Select the Dashboard"Continue."Step 7: Add Details• A relevant category for organization.• Tags for easier searchability.Step 8: Publish the TemplateStep 1: Navigate to the Dashboard Page
Next stepBrowse the library, select the template you want to use. On the next page, and click "Continue" button located at the top right corner.

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.

Figure 15 What this shows Browse the library, select the template you want to use. What this shows Illustrates "How to Create Dashboard Templates". This screenshot appears in "How to Create Dashboard Templates". The text alongside this image reads: Browse the library, select the template you want to use. On the next page, and click "Continue" button located at the top right corner. Immediately after, the guide continues: 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. Image 15 of 17 What to chooseBrowse the library, select the template you want to use. On the next page, and click "Continue" button located at the top right corner.
Buttons and menus referenced Step 1: Switch to Agency ViewStep 2: Navigate to Template LibraryStep 3: Create a New TemplateStep 4: Select Source Sub-AccountStep 5: Choose Product TypeStep 6: Select the Dashboard"Continue."Step 7: Add Details• A relevant category for organization.• Tags for easier searchability.Step 8: Publish the TemplateStep 1: Navigate to the Dashboard Page
Next steplGive 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.
Figure 16 What this shows Browse the library, select the template you want to use. What this shows Illustrates "How to Create Dashboard Templates". This screenshot appears in "How to Create Dashboard Templates". The text alongside this image reads: Browse the library, select the template you want to use. On the next page, and click "Continue" button located at the top right corner. Immediately after, the guide continues: 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. Image 16 of 17 What to chooseBrowse the library, select the template you want to use. On the next page, and click "Continue" button located at the top right corner.
Buttons and menus referenced Step 1: Switch to Agency ViewStep 2: Navigate to Template LibraryStep 3: Create a New TemplateStep 4: Select Source Sub-AccountStep 5: Choose Product TypeStep 6: Select the Dashboard"Continue."Step 7: Add Details• A relevant category for organization.• Tags for easier searchability.Step 8: Publish the TemplateStep 1: Navigate to the Dashboard Page
Next steplGive 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.

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.

Figure 17 What this shows lGive it a moment to add the template to your dashboard. What this shows Illustrates "How to Create Dashboard Templates". This screenshot appears in "How to Create Dashboard Templates". The text alongside this image reads: 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. Image 17 of 17 What this coverslGive 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.
Buttons and menus referenced Step 1: Switch to Agency ViewStep 2: Navigate to Template LibraryStep 3: Create a New TemplateStep 4: Select Source Sub-AccountStep 5: Choose Product TypeStep 6: Select the Dashboard"Continue."Step 7: Add Details• A relevant category for organization.• Tags for easier searchability.Step 8: Publish the TemplateStep 1: Navigate to the Dashboard Page

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