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How to Create Dashboard Templates

Save dashboards as templates and collaborate with your team

Nicole Soria avatar
Written by Nicole Soria
Updated over 3 weeks ago

Dashboard templates let you save your custom dashboards and automatically share them with your team, so you don’t have to rebuild dashboards from scratch and everyone stays aligned with consistent reporting.

What are Dashboard Templates?

Dashboard templates are saved versions of dashboards you’ve built in Measure Studio. Once you create a template, it’s automatically available to your teammates so they can use the same layout and metrics you’ve designed. These are available in main dashboards as well as post group dashboards.

How to Create a Dashboard Template

From your dashboard, open the Dashboard Management menu and select Manage my templates.

In the pop-up that appears, click Add Template.

Give your template a name.

You’ll now see a empty dashboard where you can choose the widgets to include in your template.

Once you’ve selected your widgets, your dashboard will populate. When you’re finished, select Exit.

Your templates are stored here.

To use a template, select Create from Template when creating a dashboard.

By using dashboard templates, you can save time, stay aligned with your team, and make reporting more consistent and efficient. Start creating templates today to simplify your workflow and ensure everyone on your team is working from the same insights.

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