Using Pre-Made Dashboard Templates To Save Time

Whether you’re staring at a tight deadline or looking for some inspiration on what to track, Dashboard Templates can help you visualize common metrics and KPIs at the click of a button.

3 min read

After reading this guide, you’ll understand…

  • How to save valuable time and resources when building dashboards 
  • How to use dashboard templates to quickly and effectively visualize your data 
  • Ways to customize your dashboards to make your data more actionable
Why use public dashboard templates?

Streamline Your Processes With Dashboard Templates…

Building a dashboard is more than just putting together numbers and charts. You need to understand what metrics are important to your business and how to display them in a way that is both valuable and easy to interpret. But, not everyone has that kind of expertise and even if you do, you might be pressed for time . Without a way to quickly whip up a dashboard, you’ll…

  • Be spread thin – it’s tough to juggle all the demands of work, especially when you’re short on time and need to deliver a top-notch dashboard to VPs and clients. 
  • Struggle to see the big picture –  If you don’t know what to track or how to visualize your data, you’ll struggle to communicate performance and interpret results.
  • Drain your budget – if you don’t have the knowledge or skills to build a dashboard, you’ll need to hire someone to get the job done.

Using Databox dashboard templates, you’ll be able to …

  • Monitor your data quickly and efficiently – with a library of over 300+ pre-made dashboard templates, you can monitor essential metrics and KPIs for any platform or department at the click of a button.
  • Create a foundation  – using dashboard templates that have been created by industry experts, you’ll start to get ideas about what metrics to track and how to visualize them in a way that is useful to your team or clients. 
  • Take charge – investing in a plug-and-play solution like Databox means you won’t need to rely on anyone to build the dashboard you need. Using a template, you can skip the entire setup process and get straight to tracking your performance.

How to use public dashboard templates

How To Access And Use Public Dashboard Templates

Whether you’re tracking metrics for marketing, sales, finance, or more, the template library is a great resource you can use to quickly and efficiently build dashboards, without compromising on quality. You can easily find templates for various categories and data sources including:

  • Marketing Dashboards 
    • Google Analytics, Google Search Console, HubSpot Marketing, and more.
  • Sales Dashboards 
    • HubSpot CRM, Salesforce, Pipedrive, SharpSpring, and more.
  • Customer Support Dashboards 
    • Intercom, HelpScout, Drift, and more. 
  • eCommerce Dashboards
    • WooCommerce, Shopify, BigCommerce, and more.
  • Project Management Dashboards
    • Asana, Jire, Harvest, and more.

To access the public dashboard template library, navigate to Databoards. Then, select Public Templates.


Once you’re in the dashboard template library, you can narrow down your search using…

  • Category –  filter dashboard templates by department or industry. 
  • Data Source – use this field to filter dashboard templates by platform. 
  • Search Bar – use the search bar to filter results by specific keywords. 

To improve your search, consider using all three options. As an example, let’s say you work in marketing and you’re looking for a dashboard that will help you monitor Facebook Ads campaigns. You’ll…

  • Select Marketing as your Category 
  • Select Facebook Ads as your Data Source
  • Type Campaign in the search bar

If you want to get a glimpse of what your data might look like in a template, hover over the dashboard and click the Preview button. 

To use a template, click the green Use Template button and select the appropriate data source connection from the drop-down menu. The dashboard is now yours to keep and customize!


How To Edit A Dashboard Template To Monitor Exactly What You Need

Let’s say you’re browsing the template library and you can’t seem to find a dashboard that covers exactly what you need. Instead of building something from scratch, find a template that is a close match to what you’re looking for and download it to your account. 

Then, press the blue Edit button. From there, you’ll be able to easily add or remove metrics, update the layout, adjust your metric settings, and make the dashboard look and feel a little more like your own.


3 Quick Tips & Tricks

  1. Use Shareable Links To Improve Visibility ⬇️

    Once you’ve downloaded a dashboard template to your account, you can easily share your performance with your team or client using a shareable link. This means that anyone with the  shareable link will have access to the dashboard and will be able to interact with the data.

  2. Set Databoard Permissions To Keep Data Secure ⬇️

    With Databoard permissions you can easily manage who has access to your dashboards to ensure only authorized team members are able to view and edit the data.

  3. Let The Databox Team Build A Dashboard For You ⬇️

    Not exactly sure what metrics you should be tracking? Or, maybe you have old reports you want to replicate in Databox? Share your needs with the Databox team and let our product experts build customized dashboards based on your data needs – for free.

    To get a free dashboard, start a chat.

Need more guidance? Check out…

Overview: Public Templates For Databoards

How To Set Databoard Access Permissions

Databox Free Setup Service