Creating a dashboard using pre-existing templates is a quick and efficient way to maintain consistency and save time. This guide provides step-by-step instructions to help you navigate the process seamlessly.
Templates simplify the creation of dashboards by providing a pre-built structure. They help ensure uniformity across accounts, save time, and make it easy to replicate designs for different clients or purposes.
Go to the dashboard section of your account. This is where you can manage all your dashboards.
Locate the blue dashboard icon and click on it. From the dropdown menu, select Add Dashboard to begin the creation process.
In the options presented, choose From Template Library. This will allow you to access a library of pre-designed dashboard templates.
Browse through the available templates in the library. Select the one that best suits your needs and click Continue.
Review and customize the dashboard as needed. Once satisfied, click Save to finalize your new dashboard.
Customize Before Saving: While templates provide a strong starting point, adjust the layout, widgets, or design elements to suit your specific requirements.
Tag and Organize Dashboards: Use clear naming conventions or tags to make dashboards easier to find later.
Preview the Template: Before making extensive changes, preview the template to ensure it aligns with your needs.
Client Onboarding: Create uniform dashboards for new clients using pre-existing templates.
Project Tracking: Quickly set up project monitoring dashboards with standardized metrics.
Performance Reporting: Use templates to generate dashboards for team performance and key analytics.
Yes, you can customize the dashboard after applying the template to suit your requirements.
Yes, templates are designed to be reusable and can be applied to various accounts or projects.
You can create a new template by customizing an existing dashboard and saving it to the Template Library.
No, you can use as many templates as needed to create your dashboards.
Yes, dashboards can be created from scratch if a template is not required.
