Creating and using templates

Dashboard Templates make it easy to scale reporting and maintain consistency across organizations—especially for agencies managing multiple clients. You can now save any existing dashboard as a reusable template, accessible to everyone in your main organization.

What is a Dashboard Template?

A Dashboard Template is a copy of a dashboard that can be reused to quickly set up similar dashboards for other organizations. When you save a dashboard as a template, all the core settings and widgets are copied and stored for reuse.

Who can access templates?

Dashboard Templates are available to all users within your main organization.
For agencies, this means that anyone in your agency can use the template to create dashboards for their client organizations.

How to Create a Dashboard Template

1. Open the dashboard you want to turn into a template.
2. Click the "Save as template" icon option in the dashboard menu.
3. Give your template a clear name, (optionally) a description and select an icon for the template.
4. Save it — and you're done! The template will now appear in the list of available templates when creating new dashboards.

How to create a dashboard from a template

1. Click the "Create new dashboard" button 
2. Select template from the list.
3. Make adjustments as needed.

When a user creates a new dashboard from a template:

• We try to duplicate all settings: layout, widgets, filters and data sources.
• If the new organization lacks certain data, we’ll make smart adjustments:

Examples:

• Missing tag breakdowns: Tags won’t be included in the new dashboard.
• Multiple resources from the same platform:
  If the original dashboard widget used several Facebook Ad accounts, the template will include all available Facebook Ad accounts in the new organization by default.

Good to Know

• Templates do not overwrite or affect the original dashboard.
• You can customize the new dashboard after applying a template.
• Templates are especially helpful for onboarding new clients, aligning internal reporting, and standardizing views across teams.