Inside Dashpivot we have hundreds of free templates you can use to get started quickly.
These templates are fully customisable, so once added to your account you can make changes to them if you want to.
To access these templates, follow these steps:
1. Head to the Templates section of a Team folder, or the Template Library in your Home Folder to make the template available organisation-wide
2. Click 'All Templates' > 'Add template'
3. Select the 'Use a free public template' option. Note: if you are in the Home Folder, the second option won't appear - this is normal
4. From there you can browse hundreds of templates:
And can filter for different industries, roles, and functions:
If you can’t find what you’re looking for, reach out to our team via Live Chat. We may be able to build one for you or upload an existing doc you have.
Remember, you can always build your template from scratch if you need something very specific.
Notes:
Many of the free templates contain example dropdown lists, which you will want to modify to suit your company’s needs. See here how to setup lists: click here
While we believe these templates follow best practices and are designed to make the most of the features inside Dashpivot, they carry no certification from industry/government organisations, e.g. ISO
Use the search bar to search for specific keywords
By default, you will see all the templates relating to your account's industry and your role. Feel free to play around with these to be shown a wider selection