How To Create a Dashboard Template

Navigate to the "Dashboards" control panel, using the left side menu on your root control panel.

Once there, click "Create Dashboard".

Next, give your new dashboard template a name and click "Continue".

Next, select the source that your template will start from. You can choose to start from a blank dashboard, clone an existing dashboard template, or clone a dashboard from one of your campaigns. 

If you choose "Start from a template" or "Clone an existing dashboard", you'll be prompted to select the exact dashboard to use. Once you've made a selection, click "Continue".

Use the "Add Widget" button to begin creating and configuring the dashboard template in the same way that you would add/remove or customize widgets in a standalone dashboard.

Widgets will be populated with sample data in the dashboard template editor. Changes are saved automatically.

Mobile dashboard templates

To configure a mobile-friendly version of your dashboard template, select "Mobile" from the drop-down menu at the top right.

Then, configure and save your changes as you would for a stand-alone mobile dashboard.

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