More on Dashboard Setup & Creation:
More on Dashboard Setup & Creation:
How to create a Dashboard using a template
Hurree makes it easy to create dashboards with prebuilt templates, saving you time and effort. Follow these steps to create a Dashboard using a template.
Step 1: Navigate to the Dashboard templates
In the left-hand navigation, click on the Dashboard Templates tab.
Step 2: Browse or search for a template
Explore the template library to find an option that fits your needs.
If you're looking for templates for a specific team or department, use the tabbed categories to narrow down your search.
Step 3: Select your template
Click on the template you want to use.
Choose how you want to apply it:
Add to a new Dashboard – Creates an entirely new Dashboard template.
Merge with an existing Dashboard – Add the template to an existing Dashboard.
Step 4: Configure your template
Connect the relevant tools and data sources to facilitate seamless integration.
For each Connector, you will see a Select Account dropdown. If you have multiple accounts connected using Duplicate Connectors, make sure to select the correct account, as this determines which data the Dashboard will pull.
Next, select the units to be used and choose the Entity from which the data points will be pulled.
Note: You don't need to connect all available Connectors, but at least one must be linked for the Dashboard to function correctly.
Step 5: Generate your Dashboard
Once you've configured the template, Hurree will begin creating your Dashboard.
Widgets will appear on the Dashboard within a few minutes.
Step 6: Wait for the data to populate
It may take a few minutes for the data to appear in the Widgets as Hurree fetches it.
Once complete, your Dashboard will be operational and ready to use.
By following these steps, you can quickly set up a meaningful Dashboard to visualize and understand your data without requiring manual setup.