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How to Create Dashboard Templates

Dashboard templates streamline the process of replicating dashboards across different sub-accounts, saving time and effort. This guide provides a step-by-step walkthrough for creating a dashboard template and using it to create new dashboards. Learn

Last updated: May 26, 2026


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In this folder

  • Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
  • How To Create A Custom Dashboard
  • How To Manage Dashboard Permissions
  • How To Clone A Subaccount Dashboard
  • How To Pin Favorite Dashboards
  • How to Edit a dashboard
  • How to duplicate a dashboard to another sub-account
  • How to switch Timezones for your Dashboards
  • How to set a Default Dashboard
  • How to change the Timezone for a Dashboard (Logged in User)
  • How to load Snapshots with Dashboards
  • How to use "Only Assigned Data" setting with Dashboard
  • Quick Filters on Dashboards
  • Dashboard Summary AI
  • What Are Dashboard Widgets?
  • How to Create & Add Dashboard Widgets
  • Customizing Dashboard Widgets
  • Edit widgets on the dashboard
  • Resize widgets
  • Rearrange Widgets
  • Removing a widget
  • FAQs
  • How Funnels and Stage distribution widgets work
  • How to inject User/Sub account Properties in Iframes on Sub Account Dashboards
  • How to use Table Charts for Dashboard Widgets
  • How To Embed External Content On A Dashboard
  • How to add attribution and UTM parameters as filters on custom widgets
  • How to Customize Dashboards by Adding Titles, Images, and Text Boxes
  • How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard
  • Duplicating widgets on a dashboard

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