Apply pre-made templates on dashboard level

Help Center article explaining an updated feature option for using templates.

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Apply pre-made templates on dashboard level

Up until now, you could apply a template to a tab, which is only one part of a dashboard. With this new feature, you can apply templates to the entire dashboard, which would generate different visualizations and breakdowns for you.

Why should I care

• Save time by using our best-practice templates and get a topline overview with options to dive into the data and gain insights
• You’ll save time on thinking about all the different visuals and creating them manually in your entire dashboard
• You’ll save many clicks that would come with making your tabs manually and we know how precious your time is!

How does it work

1. Create a new dashboard 
2. Select the campaigns you want to bundle in your dashboard and click View Dashboard
3. Visit the top-right menu and click on the 3 dots 
4. In the dropdown menu, you’ll notice it’s split into two parts (left = dashboard level & right = tab level) 
5. Select Apply template on a dashboard level, and you choose your objective. It will generate 7 additional tabs for you

You can see how it works in the video below.

https://www.youtube.com/watch?v=PJOWbdzd1ME

Shoot me a message if you're curious to learn more. I'm always up for a chat.

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