Who This Is For / When to Use
Use this when you want to create a new dashboard using an existing template instead of starting from a blank dashboard.
Step 1: Open the Dashboards Area
Navigate to Dashboards from the main navigation in your account.
Step 2: Click Add Dashboard
Click the dashboard selector icon in the top-left of the Dashboards page.
Select Add Dashboard from the dropdown.
Step 3: Choose the Dashboard Source
On the Dashboard Source screen, select From Template Library.
Locate From Template Library.
Click Select.
Step 4: Browse the Template Library
Browse available templates using:
Categories on the left
Tags
Search bar at the top
Step 5: Select a Template
Click the template you want to use.
Review the template overview and included dashboards.
Click Continue.
Step 6: Save and Customize the Dashboard
Review the newly created dashboard.
Make any edits or adjustments if needed.
Click Save to finalize the dashboard.
Common Issues and Fixes
I don’t see the template I need
Use the category filters or search bar to narrow results. If no template fits, create a blank dashboard instead.
Data widgets show "No Data"
This usually means required data sources (contacts, opportunities, or activities) are not yet available in your account.