Discover and use pre-built templates for faster analytics setup.
Accessing the Marketplace
Navigation
- Click Templates in sidebar
- Or go to Dashboards > Create > From Template
- Browse the marketplace
Template Categories
By Industry
- E-commerce: Sales, inventory, customer analytics
- SaaS: MRR, churn, engagement metrics
- Marketing: Campaign, SEO, social analytics
- Finance: P&L, cash flow, budgeting
- Healthcare: Patient, operational metrics
- Manufacturing: Production, quality metrics
By Function
- Executive Dashboards: High-level KPIs
- Sales Analytics: Pipeline, performance
- Marketing Performance: ROI, attribution
- Customer Analytics: Behavior, retention
- Financial Reporting: Revenue, expenses
- Operational Metrics: Efficiency, throughput
Browsing Templates
Search and Filter
- Search: Keyword search
- Category: Filter by industry/function
- Popularity: Sort by most used
- Recent: Newest templates
Template Cards
Each template shows:
- Preview image
- Name and description
- Required data sources
- Widget count
- User ratings
Previewing Templates
Template Details
Click any template to see:
- Full-size preview
- Widget breakdown
- Data requirements
- Customization options
Live Preview
See template with sample data:
- Interactive widgets
- Realistic data
- Full functionality
Using Templates
Applying a Template
- Click Use Template
- Connect your data sources
- Map your fields to template fields
- Customize as needed
- Save dashboard
Data Mapping
Template fields need mapping:
```
Template Field → Your Field
Revenue → sales_amount
Date → transaction_date
Product → product_name
Customer → customer_id
```
Customization After Apply
You can modify everything:
- Add/remove widgets
- Change visualizations
- Adjust filters
- Update styling
Template Quality
What Makes Good Templates
- Clear purpose
- Appropriate visualizations
- Sensible defaults
- Well-documented
User Ratings
Rate templates after use:
- 1-5 stars
- Written reviews
- Report issues
Creating Templates
Save as Template
Turn your dashboard into template:
1. Open dashboard
2. Click ... > Save as Template
3. Add description
4. Define required data fields
5. Submit for review
Template Guidelines
Good templates should:
- Solve a specific need
- Use common data structures
- Include documentation
- Be customizable
Best Practices
Choosing Templates
- Match your industry
- Check data requirements
- Review all widgets
- Consider customization needed
After Applying
- Verify data mapping
- Test all widgets
- Adjust for your needs
- Remove unused widgets