# How to duplicate a dashboard to another sub-account

> Dashboard can be duplicated to a different subaccount. TABLE OF CONTENTS What Is Dashboard Duplication? Duplicate A Dashboard Step 1: Duplicate To…

- Source: https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-duplicate-a-dashboard-to-another-sub-account
- Section: Dashboards / Getting Started w/ Dashboards
- Reading time: 1 min
- Images: 4, each explained below
- Modified on Fri, 4 Apr, 2025 at 6:07 PM

---
Dashboard can be duplicated to a different subaccount.

---

**TABLE OF CONTENTS**

-   [What Is Dashboard Duplication?](#what-is-dashboard-duplication)
    -   [Duplicate A Dashboard](#duplicate-a-dashboard)
        -   [Step 1: Duplicate To Another Sub-account](#step-1-duplicate-to-another-sub-account)
        -   [Step 2: Configure and Save](#step-2-configure-and-save)
        -   [Step 3: Connect Broken Data Sources](#step-3-connect-broken-data-sources)
    -   [Relevant Articles](#relevant-articles)

---

---

# **What Is Dashboard Duplication?**

Dashboards are created and exist inside a subaccount. You can [clone a dashboard](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-clone-a-subaccount-dashboard) to make a copy in the same subaccount, or you can **duplicate** a dashboard to make a copy in a **different subaccount**.

You must have access to both subaccounts to duplicate dashboards between them.

**Data sources will not be duplicated**. If the original dashboard widgets pull data from custom values then the duplicate dashboard will have **red widgets** that need to be deleted or connected to appropriate data sources.

---

## **Duplicate A Dashboard**

### **Step 1: Duplicate To Another Sub-account**

Navigate to Subaccount > Dashboard > action menu (3-dots), and click the Duplicate to another sub-account button.

![Step 1: Duplicate To Another Sub-account (image 1 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044574029/original/O0vLGEhSqiGmFIt4VNamMSXhB6_apE0dLA.png)

**Step 1: Duplicate To Another Sub-account (image 1 of 4)**

This screenshot appears in the "Step 1: Duplicate To Another Sub-account" section of "How to duplicate a dashboard to another sub-account". The text alongside this image reads: Navigate to Subaccount > Dashboard > action menu (3-dots), and click the Duplicate to another sub-account button. The navigation path used here is Subaccount > Dashboard. Immediately after, the guide continues: In the Duplicate to another sub-account modal, type the name of the new dashboard, select the target subaccount, and click the duplicate button. This will create the new dashboard in the target subaccount.

- Path: Subaccount > Dashboard
- Where to go: Navigate to Subaccount > Dashboard > action menu (3-dots), and click the Duplicate to another sub-account button.
- Next: In the Duplicate to another sub-account modal, type the name of the new dashboard, select the target subaccount, and click the duplicate button. This will create the new dashboard in the target subaccount.

### **Step 2: Configure and Save**

In the Duplicate to another sub-account modal, type the name of the new dashboard, select the target subaccount, and click the duplicate button. This will create the new dashboard in the target subaccount.

![Step 2: Configure and Save (image 2 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044574066/original/CfhzKZoA-sYi9VuC3Vo-gMX4Uze5Rpy0yQ.png)

**Step 2: Configure and Save (image 2 of 4)**

This screenshot appears in the "Step 2: Configure and Save" section of "How to duplicate a dashboard to another sub-account". The text alongside this image reads: In the Duplicate to another sub-account modal, type the name of the new dashboard, select the target subaccount, and click the duplicate button. This will create the new dashboard in the target subaccount. Immediately after, the guide continues: If the widgets in the dashboard use data sources that do not exist in the target subaccount then those widgets will show with red borders and the error message: "error while loading data". Delete the widgets or connect them to an….
- What to fill in: In the Duplicate to another sub-account modal, type the name of the new dashboard, select the target subaccount, and click the duplicate button. This will create the new dashboard in the target subaccount.
- Next: If the widgets in the dashboard use data sources that do not exist in the target subaccount then those widgets will show with red borders and the error message: "error while loading data". Delete the widgets or connect them to an appropriate data source.

### **Step 3: Connect Broken Data Sources**

If the widgets in the dashboard use data sources that do not exist in the target subaccount then those widgets will show with red borders and the error message: "error while loading data". Delete the widgets or connect them to an appropriate data source.

![Step 3: Connect Broken Data Sources (image 3 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155015087054/original/Xd5krK3uQ5EeDaHSuHJlZUc6m11FoqnVJA.png)

**Step 3: Connect Broken Data Sources (image 3 of 4)**

This screenshot appears in the "Step 3: Connect Broken Data Sources" section of "How to duplicate a dashboard to another sub-account". The text alongside this image reads: If the widgets in the dashboard use data sources that do not exist in the target subaccount then those widgets will show with red borders and the error message: "error while loading data". Delete the widgets or connect them to an appropriate data source. Immediately after, the guide continues: How to Edit a dashboard How to pin dashboards as favourite How to manage permissions for a dashboard.
- What this covers: If the widgets in the dashboard use data sources that do not exist in the target subaccount then those widgets will show with red borders and the error message: "error while loading data". Delete the widgets or connect them to an appropriate data source.
- Next: How to Edit a dashboard How to pin dashboards as favourite How to manage permissions for a dashboard

![Step 3: Connect Broken Data Sources (image 4 of 4)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155015087138/original/gSvpp7XniIQCPh8SX63Kc9tq5DUv1Cz_lw.png)

**Step 3: Connect Broken Data Sources (image 4 of 4)**

This screenshot appears in the "Step 3: Connect Broken Data Sources" section of "How to duplicate a dashboard to another sub-account". The text alongside this image reads: If the widgets in the dashboard use data sources that do not exist in the target subaccount then those widgets will show with red borders and the error message: "error while loading data". Delete the widgets or connect them to an appropriate data source. Immediately after, the guide continues: How to Edit a dashboard How to pin dashboards as favourite How to manage permissions for a dashboard.
- What this covers: If the widgets in the dashboard use data sources that do not exist in the target subaccount then those widgets will show with red borders and the error message: "error while loading data". Delete the widgets or connect them to an appropriate data source.
- Next: How to Edit a dashboard How to pin dashboards as favourite How to manage permissions for a dashboard

---

## **Relevant Articles**

-   [How to Edit a dashboard](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-edit-a-dashboard)
-   [How to pin dashboards as favourite](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-pin-favorite-dashboards)
-   [How to manage permissions for a dashboard](https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/how-to-manage-dashboard-permissions)

---

Documentation for GHL Customer Care. Support: support@ghlcustomercare.com