new
Dashboard
Sub Account Dashboards: Template Library Integration
We’re thrilled to announce the integration of the Template Library with Dashboards! Now, you can effortlessly create, share, and use dashboard templates to streamline your reporting and analytics. Whether you want to build custom templates from your existing dashboards or jump-start with our system templates, this feature makes it easier than ever to set up powerful dashboards in no time.
👀 What’s New?
- Create Templates from Existing Dashboards:Upload your current dashboards to the Template Library, making them reusable and shareable.
- New Dashboards from Templates:Easily create new dashboards by selecting a template from the library, saving you time and effort.
- Dashboard Tab in Template Library:In the agency view, you'll find a dedicated "Dashboards" tab in the Template Library for quick access to both your custom templates and system templates.
- System Templates for Quick Setup:Choose from a variety of ready-to-use system templates designed for different business needs, like the Lead Attribution and Overview Dashboard, Opportunity Attribution and Overview Dashboard, Customer Communication Insights, Appointment Dashboard, and more.
👷 How It Works:
Dashboards in Template Library
- Navigate to the Template Library and click on “Create Template.”
- Select "Dashboard" as the product type and choose the dashboard you want to convert into a template.
- Add necessary details like tags, categories, descriptions, and preview images.
- Publish the template to make it available for future use.
Create dashboards using templates
- Go to the Dashboards page and click the blue dashboard icon.
- Select "New Dashboard," then choose "Create a Dashboard from Templates."
- Browse the template library, select the template you want, and load it.
- Save your dashboard, and you're ready to go!
⭐ Why it Matters:
- Simplicity and Efficiency:Create dashboards in minutes by leveraging pre-built templates, eliminating the need to start from scratch every time.
- Streamlined Processes:Save time and reduce redundancy by using templates for recurring dashboard needs, ensuring consistency across all your client or internal reports.
- Customization at Your Fingertips:Easily modify templates to fit your specific reporting needs, making it ideal for businesses and marketing teams that need tailored insights quickly.
