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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.
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.
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.