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Dashboard templates let you save a dashboard layout — including widgets, configuration, and theme — as a reusable starting point. Templates standardize reporting across your team and eliminate repetitive setup when creating new dashboards.

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What templates include

A dashboard template captures:
  • All widgets and their configurations (metrics, conditions, chart types)
  • Widget layout and positioning
  • Custom theme colors
  • Dashboard name (editable when applied)
Templates do not include live data — they provide the structure, and data populates based on the new dashboard’s context.

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Creating a template from an existing dashboard

1

Open the dashboard

Navigate to the dashboard you want to save as a template.
2

Open the options menu

Click the three dots in the top-right corner of the dashboard.
3

Save as template

Select Save as Template. Enter a template name and optional description. Click Save.
The template is now available in the template library for anyone in your account.

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Applying a template

1

Create a new dashboard

Click Add a Dashboard from the Dashboard section.
2

Choose from template library

Select From template library as your starting point. Browse available templates.
3

Select and customize

Choose a template and click Apply. Give the new dashboard a name, set permissions, and click Confirm.
4

Adjust as needed

Modify widgets, layout, or conditions to fit your specific needs. Click Save Changes.

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Sharing templates

Templates created in your account are available to all users with dashboard creation permissions. To share a template with another account or agency, export the dashboard as a snapshot and import it in the target account.

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Loading templates with snapshots

Dashboard snapshots preserve the exact state of a dashboard at a point in time. When you load a template, you can optionally include a snapshot — this pre-populates the dashboard with sample data to help users understand the intended layout before real data flows in.
Create templates for common reporting needs — sales overview, marketing performance, support metrics — so new team members can spin up useful dashboards instantly without building from scratch.

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FAQs

Templates are saved as snapshots and cannot be edited directly. To update a template, modify the source dashboard and save it as a new template, then delete the old one.
No. Templates are static copies. Changes to the source dashboard do not affect existing templates or dashboards created from them.
Last modified on March 6, 2026