Dashboard templates are ready-made dashboards you can reuse, so your team does not have to rebuild the same views from scratch every time. Enterpret ships a few default templates, and your admins can turn any dashboard into a template the rest of the org can pick from. They are useful when you want everyone looking at the same metrics in the same way, like a weekly NPS readout or a product launch tracker. Using a template gets new teammates up and running in minutes instead of an afternoon.

While creating a new dashboard, after choosing from templates provided by Enterpret, click USE THIS TEMPLATE on the top right of the screen to create a dashboard from the desired template.

To edit a dashboard template, create a new dashboard.

Click USE THIS TEMPLATE on the top right to create a copy of the dashboard template for yourself, which you can edit.

After creating your desired dashboard, click the three dots menu button beside the ADD button and select Set as Template from the expanded panel.

After setting your dashboard as a template, it will be visible in the pre-existing dashboards that users can choose while creating a new dashboard.