# 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…

- Source: https://docs.ghlcustomercare.com/docs/dashboards/configuring-dashboards/how-to-create-dashboard-templates
- Section: Dashboards / Configuring Dashboards
- Reading time: 2 min
- Images: 17, each explained below
- Modified on 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036893465/original/zC-uteTZSrL6caX1j_IF7fksDNArS2Xgvg.jpeg)

**Figure 1**

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.
- What this covers: 1. Switch to Agency View in your software.
- Controls: Step 1: Switch to Agency View, Step 2: Navigate to Template Library, Step 3: Create a New Template, Step 4: Select Source Sub-Account, Step 5: Choose Product Type, Step 6: Select the Dashboard, "Continue.", Step 7: Add Details, • A relevant category for organization., • Tags for easier searchability., Step 8: Publish the Template, Step 1: Navigate to the Dashboard Page
- Next: 2. 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036893664/original/aSh44oIlB68E80eX5VpAVoPa09NR1gV55w.jpeg)

**Figure 2**

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.
- What this covers: 2. Navigate to the Template Library section to browse, create, or manage dashboard templates directly from this area.
- Controls: Step 1: Switch to Agency View, Step 2: Navigate to Template Library, Step 3: Create a New Template, Step 4: Select Source Sub-Account, Step 5: Choose Product Type, Step 6: Select the Dashboard, "Continue.", Step 7: Add Details, • A relevant category for organization., • Tags for easier searchability., Step 8: Publish the Template, Step 1: Navigate to the Dashboard Page
- Next: How 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036897041/original/B7pJ-TN9r0WNmxSZ028tB5lcK_DdlSDW0w.png)

**Figure 3**

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.
- What to click: Click on Create a Template to start the process of creating a dashboard template.
- Controls: Step 1: Switch to Agency View, Step 2: Navigate to Template Library, Step 3: Create a New Template, Step 4: Select Source Sub-Account, Step 5: Choose Product Type, Step 6: Select the Dashboard, "Continue.", Step 7: Add Details, • A relevant category for organization., • Tags for easier searchability., Step 8: Publish the Template, Step 1: Navigate to the Dashboard Page
- Next: Step 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036897716/original/9PRJ6YnqGpdzWyLw9FdVSh1pPj-3QtZsfA.png)

**Figure 4**

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.
- What to choose: Choose the sub-account that contains the source dashboard you want to replicate.
- Controls: Step 1: Switch to Agency View, Step 2: Navigate to Template Library, Step 3: Create a New Template, Step 4: Select Source Sub-Account, Step 5: Choose Product Type, Step 6: Select the Dashboard, "Continue.", Step 7: Add Details, • A relevant category for organization., • Tags for easier searchability., Step 8: Publish the Template, Step 1: Navigate to the Dashboard Page
- Next: From 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036897834/original/pUuTYcRGcrXL1QBmLjMMzfqC6LJ2KC5KFg.png)

**Figure 5**

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.".
- What to fill in: From the dropdown menu, select Dashboards as the product type.
- Controls: Step 1: Switch to Agency View, Step 2: Navigate to Template Library, Step 3: Create a New Template, Step 4: Select Source Sub-Account, Step 5: Choose Product Type, Step 6: Select the Dashboard, "Continue.", Step 7: Add Details, • A relevant category for organization., • Tags for easier searchability., Step 8: Publish the Template, Step 1: Navigate to the Dashboard Page
- Next: Pick 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036897857/original/FTNHAM7f2ygt_IufNCIuxSa5cnx9mtHbiQ.png)

**Figure 6**

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.
- What to choose: Pick the dashboard you wish to turn into a template, then click "Continue."
- Controls: Step 1: Switch to Agency View, Step 2: Navigate to Template Library, Step 3: Create a New Template, Step 4: Select Source Sub-Account, Step 5: Choose Product Type, Step 6: Select the Dashboard, "Continue.", Step 7: Add Details, • A relevant category for organization., • Tags for easier searchability., Step 8: Publish the Template, Step 1: Navigate to the Dashboard Page
- Next: Provide additional information, such as:

**Step 7: Add Details**

Provide additional information, such as:

    **•    A relevant category for organization.**

![Figure 7](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036899452/original/PlF760Xvbgz9C4vcgLis6EExy83K77P5sg.png)

**Figure 7**

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.
- What this covers: • A relevant category for organization.
- Controls: Step 1: Switch to Agency View, Step 2: Navigate to Template Library, Step 3: Create a New Template, Step 4: Select Source Sub-Account, Step 5: Choose Product Type, Step 6: Select the Dashboard, "Continue.", Step 7: Add Details, • A relevant category for organization., • Tags for easier searchability., Step 8: Publish the Template, Step 1: Navigate to the Dashboard Page
- Next: • Tags for easier searchability.

    **•    Tags for easier searchability.**

![Figure 8](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036899471/original/JVRVbn1Oko7qh4nJ1d8VTQS90_53VCQbtA.png)

**Figure 8**

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.
- What this covers: • Tags for easier searchability.
- Controls: Step 1: Switch to Agency View, Step 2: Navigate to Template Library, Step 3: Create a New Template, Step 4: Select Source Sub-Account, Step 5: Choose Product Type, Step 6: Select the Dashboard, "Continue.", Step 7: Add Details, • A relevant category for organization., • Tags for easier searchability., Step 8: Publish the Template, Step 1: Navigate to the Dashboard Page
- Next: • A description and cover image for identification.

    **•    A description and cover image for identification.**

![Figure 9](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036899485/original/b3lh7NEebELBRlHMDriPLVirt42ZK8hCHA.png)

**Figure 9**

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.
- What this covers: • A description and cover image for identification.
- Controls: Step 1: Switch to Agency View, Step 2: Navigate to Template Library, Step 3: Create a New Template, Step 4: Select Source Sub-Account, Step 5: Choose Product Type, Step 6: Select the Dashboard, "Continue.", Step 7: Add Details, • A relevant category for organization., • Tags for easier searchability., Step 8: Publish the Template, Step 1: Navigate to the Dashboard Page
- Next: After 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036899821/original/hLNDvYlWcHjYW9MOcYx6Il8QS-k-TPtGQw.png)

**Figure 10**

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.
- How to confirm: After reviewing your settings, click Publish Template. Your new template will now be visible in the Template List.
- Controls: Step 1: Switch to Agency View, Step 2: Navigate to Template Library, Step 3: Create a New Template, Step 4: Select Source Sub-Account, Step 5: Choose Product Type, Step 6: Select the Dashboard, "Continue.", Step 7: Add Details, • A relevant category for organization., • Tags for easier searchability., Step 8: Publish the Template, Step 1: Navigate to the Dashboard Page
- Next: Quick 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036900022/original/1hykCR5ZeYgTfSchJOLQCkR3vZFMsvgeXA.png)

**Figure 11**

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.
- What to choose: Quick Tip: To quickly upload a dashboard as a template, click on the three dots next to the dashboard and select Upload as Template.
- Controls: Step 1: Switch to Agency View, Step 2: Navigate to Template Library, Step 3: Create a New Template, Step 4: Select Source Sub-Account, Step 5: Choose Product Type, Step 6: Select the Dashboard, "Continue.", Step 7: Add Details, • A relevant category for organization., • Tags for easier searchability., Step 8: Publish the Template, Step 1: Navigate to the Dashboard Page
- Next: How 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036911788/original/wuDnSQSmSOf1SSmhL-74-OqBwXimugW1qg.jpeg)

**Figure 12**

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.
- Where to go: Go to the Dashboard page in your account.
- Controls: Step 1: Switch to Agency View, Step 2: Navigate to Template Library, Step 3: Create a New Template, Step 4: Select Source Sub-Account, Step 5: Choose Product Type, Step 6: Select the Dashboard, "Continue.", Step 7: Add Details, • A relevant category for organization., • Tags for easier searchability., Step 8: Publish the Template, Step 1: Navigate to the Dashboard Page
- Next: Click 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036911822/original/KYi6Tj02T44UotbPFUOHlfuTZYYZIZVhuw.jpeg)

**Figure 13**

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.
- What to choose: Click the blue dashboard icon with the dropdown and select Add Dashboard.
- Controls: Step 1: Switch to Agency View, Step 2: Navigate to Template Library, Step 3: Create a New Template, Step 4: Select Source Sub-Account, Step 5: Choose Product Type, Step 6: Select the Dashboard, "Continue.", Step 7: Add Details, • A relevant category for organization., • Tags for easier searchability., Step 8: Publish the Template, Step 1: Navigate to the Dashboard Page
- Next: Step 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036911837/original/BSvIJyNxIXChq5MasxFtT8g-TMMD-TXrmQ.png)

**Figure 14**

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.
- What to choose: Choose From Template Library in the options provided. Click "Select" tab at the bottom.
- Controls: Step 1: Switch to Agency View, Step 2: Navigate to Template Library, Step 3: Create a New Template, Step 4: Select Source Sub-Account, Step 5: Choose Product Type, Step 6: Select the Dashboard, "Continue.", Step 7: Add Details, • A relevant category for organization., • Tags for easier searchability., Step 8: Publish the Template, Step 1: Navigate to the Dashboard Page
- Next: Browse 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036911959/original/7rjOdESaBxQOMwGvnMeWyuZpkuFy3hXGiw.jpeg)

**Figure 15**

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.
- What to choose: Browse the library, select the template you want to use. On the next page, and click "Continue" button located at the top right corner.
- Controls: Step 1: Switch to Agency View, Step 2: Navigate to Template Library, Step 3: Create a New Template, Step 4: Select Source Sub-Account, Step 5: Choose Product Type, Step 6: Select the Dashboard, "Continue.", Step 7: Add Details, • A relevant category for organization., • Tags for easier searchability., Step 8: Publish the Template, Step 1: Navigate to the Dashboard Page
- Next: 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 16](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036934283/original/kPaqe0LuAhFx4p8dWi9ql77xuKSFrzKlxw.jpeg)

**Figure 16**

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.
- What to choose: Browse the library, select the template you want to use. On the next page, and click "Continue" button located at the top right corner.
- Controls: Step 1: Switch to Agency View, Step 2: Navigate to Template Library, Step 3: Create a New Template, Step 4: Select Source Sub-Account, Step 5: Choose Product Type, Step 6: Select the Dashboard, "Continue.", Step 7: Add Details, • A relevant category for organization., • Tags for easier searchability., Step 8: Publish the Template, Step 1: Navigate to the Dashboard Page
- Next: 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.

**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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155036934046/original/rUghA-9aglhaJkKB2lymqKwFpqiZWGvNRw.jpeg)

**Figure 17**

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.
- What this covers: 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.
- Controls: Step 1: Switch to Agency View, Step 2: Navigate to Template Library, Step 3: Create a New Template, Step 4: Select Source Sub-Account, Step 5: Choose Product Type, Step 6: Select the Dashboard, "Continue.", Step 7: Add Details, • A relevant category for organization., • Tags for easier searchability., Step 8: Publish the Template, Step 1: Navigate to the Dashboard Page

Frequently Asked Questions

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