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.
Benefits:
- 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
How to Create Dashboard Templates:
- Switch to Agency View
- Navigate to Template Library
- Click on Create a Template
- Select the source sub-account
- Choose Dashboards as the product type
- Select the dashboard you wish to turn into a template
- Add details (category, tags, description, cover image)
- Click Publish 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.