clariBI ships with over 230 pre-built dashboard templates organized across 30+ categories. That is a lot to sort through. This guide shows you how to find exactly the right template, preview it with your own data, and deploy it to a live dashboard in under five minutes.
Accessing the Template Marketplace
Open the template marketplace from two places: the main navigation sidebar under Templates, or the + New Dashboard button on any workspace. Both routes land you on the same browsing interface, but the second option pre-selects the workspace you were viewing.
The marketplace opens with a grid of featured templates at the top, followed by category rows. Each card shows a thumbnail preview, the template name, an estimated setup time, and the number of widgets included.
Searching and Filtering
Keyword Search
The search bar at the top accepts plain-text queries. Type a term like "churn" or "marketing funnel" and the results update instantly. The search matches against template titles, descriptions, and tags, so you do not need to guess the exact name.
Category Filters
On the left sidebar you will find category groups: Finance, Marketing, Sales, Operations, SaaS Metrics, HR, E-Commerce, Healthcare, and more. Click a category to narrow results. You can select multiple categories at once by holding Ctrl (or Cmd on Mac) while clicking.
Sorting Options
Use the dropdown next to the search bar to sort by:
- Popularity — most-deployed templates first
- Newest — recently added templates
- Complexity (Low to High) — fewest widgets first, good for quick starts
- Complexity (High to Low) — most detailed templates first
Previewing a Template
Click any template card to open its detail view. Here you will find:
- Full-size preview — a rendered screenshot of the dashboard layout
- Widget list — every widget included, with chart types noted
- Required data fields — the columns or metrics the template expects
- Recommended data sources — which integrations pair best with this template
- Estimated setup time — how long configuration typically takes
Pay close attention to the Required data fields section. If your connected data source already has columns that match (for example, revenue, date, customer_id), the template will map them automatically. If not, you will need to map them manually during deployment.
Deploying a Template
Step 1: Click "Use This Template"
From the detail view, click the blue Use This Template button. A deployment dialog opens.
Step 2: Select a Workspace
Choose the workspace where you want the dashboard created. If you opened the marketplace from a specific workspace, it is already selected.
Step 3: Map Your Data Source
Select the data source to power the template. clariBI attempts automatic field mapping. Green checkmarks indicate matched fields. Yellow warnings indicate fields that need manual mapping. Red indicators mean a required field has no match—you will need to pick the right column from a dropdown.
Step 4: Customize Settings
Before finalizing, you can rename the dashboard, adjust the date range default, and toggle specific widgets on or off. Turning off widgets you do not need keeps the dashboard focused.
Step 5: Deploy
Click Create Dashboard. clariBI generates the dashboard, runs initial queries, and redirects you to the live view. Depending on data volume, the first load may take a few seconds while widgets populate.
Customizing After Deployment
Deployed templates are fully editable. You are not locked into the original layout. Common post-deployment customizations include:
- Rearranging widgets — drag and drop to reorder
- Resizing widgets — grab the corner handle to resize
- Adding new widgets — click the + button to add charts, tables, or KPI cards
- Editing queries — click any widget to modify its underlying data query
- Changing chart types — swap a bar chart for a line chart with one click
If you make changes you are happy with, consider saving the result as a new custom template so teammates can reuse it.
Tips for Choosing the Right Template
Match Templates to Your Questions
Start with the business questions you need answered, not the template that looks prettiest. A simple three-widget template that answers your core question is more useful than an elaborate twelve-widget template that sort of covers your topic.
Check Data Requirements First
Before deploying, compare the template's required fields against your actual data. A template built for daily granularity will not work well if your data is only available monthly. A template expecting customer-level data will not help if you only have aggregate totals.
Start Simple, Then Layer
If you are new to dashboards, pick a low-complexity template and learn how it works. You can always add widgets later. Starting with a complex template and trying to strip it down is harder than building up from a simple base.
Use the "Recommended For" Tags
Many templates include role-based tags like "CFO", "Marketing Manager", or "Sales Rep". These indicate the intended audience and help you match templates to the people who will actually use the dashboard.
Saving Custom Templates
Once you have built a dashboard you like—whether from scratch or by modifying an existing template—you can save it as a custom template. Go to the dashboard settings menu and select Save as Template. Give it a name, description, and category. Custom templates appear in a dedicated "My Templates" section of the marketplace and are available to everyone in your organization.
Common Questions
Can I use a template with multiple data sources?
Yes. During deployment, you can map different widgets to different data sources. This is useful for dashboards that combine, say, sales data from your CRM with financial data from your accounting system.
Do templates update when clariBI adds new features?
Built-in templates are updated periodically. However, once you deploy a template, your dashboard is independent. Updates to the marketplace template do not retroactively change your deployed dashboards.
Is there a limit to how many templates I can deploy?
Template deployment counts toward your dashboard limit, which varies by subscription tier. Trial accounts can create up to 3 dashboards; Starter up to 10; Professional up to 50; Enterprise has no hard limit. See the billing settings page for your current usage.
Wrapping Up
The template marketplace is the fastest way to go from a blank screen to a working dashboard. Use search and filters to narrow down the options, preview templates carefully to check data requirements, and deploy with confidence knowing you can customize everything afterward. For more on building dashboards from scratch, see our dashboard creation guide.
