Next on the Hurree Onboarding Series:
Next on the Hurree Onboarding Series:
We understand that deciding what to include on a dashboard and building it from scratch can be difficult, especially for new users.
In this episode, we'll guide you through our template library and demonstrate how you can easily create your first dashboard using one of our prebuilt templates in minutes.
Setting up a dashboard from scratch can be overwhelming, especially for first-time users. To make this easier, Hurree offers a growing library of pre-built templates that allow you to create a dashboard in less than 60 seconds.
Follow these steps to set up and customize a dashboard template:
Step 1: Access the Dashboard Templates Library
Go to the Left-Hand Panel
Scroll down to find the "Dashboard Templates" tab.
Browse the Template Library
Use the filters to find templates that match your needs.
Step 2: Select & Configure a Template
Choose a Template
Click on a template that fits your requirements.
Decide Where to Add It
Choose whether to add the template to an existing dashboard or create a new dashboard.
Step 3: Connect Data Sources
While you don’t need all the connectors listed in a template, you must have at least one connected.
If needed, authenticate the required data sources.
At this stage, you can also choose to make your dashboard private.
Step 4: Customize Your Widgets
Select the Accounts & Data Sources
Choose the specific accounts from which you want to pull data.
Complete any entity selection steps (e.g., selecting specific social media posts).
Wait for Data to Populate
All data may load in a few minutes, especially charts and lists that pull in large amounts of information.
Step 5: Customize Your Dashboard
Add or remove widgets as needed.
Rename the dashboard to suit your needs.
Add descriptions and sections to organize your data.
Step 6: Add More Templates (Optional)
You can add unlimited templates to your Hurree dashboard.
Add them from the Templates page or when creating a new dashboard.
Now that you've mastered dashboard templates, check out our next guide on sharing dashboards with your team!