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Creating a Dashboard Using a Template
Creating a Dashboard Using a Template
Niamh McGlade avatar
Written by Niamh McGlade
Updated yesterday

How to Create a Dashboard Using a Template

Hurree makes it easy to create dashboards with prebuilt templates, saving you time and effort. Follow these steps to create a dashboard using a template.

Step 1: Navigate to the Dashboard Templates

  • In the left-hand navigation, click on the Dashboard Templates tab.

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Step 2: Browse or Search for a Template

  • Browse through the template library to find a suitable option.

  • Use the search function if you have a specific template in mind.

Step 3: Select Your Template

  • Click on the template you want to use.

  • Choose how you want to apply it:

    • Add to a New Dashboard – Creates a completely new dashboard using the template.

    • Merge with an Existing Dashboard – Add the template to a dashboard already in your account.

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Step 4: Configure Your Template

  • Connect the relevant tools and data sources.

  • Select the account and units to be used.

  • Choose the entity from which the data points will pull information.

  • Note: You don’t need to connect all the available connectors in a template, but at least one must be linked for the dashboard to function.

Step 5: Generate Your Dashboard

  • Once you’ve configured the template, Hurree will begin creating your dashboard.

  • The widgets will appear on the dashboard within a few minutes.

Step 6: Wait for Data to Populate

  • It may take a few minutes for the data to appear in the widgets as Hurree fetches it.

  • Once complete, your dashboard will be fully operational and ready to use.

By following these steps, you can quickly set up a meaningful dashboard that helps you visualize and understand your data without the need for manual setup.

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