Applying a Dashboard / Template in Visual Insights

Visual Insights makes it easy to get started with dashboards by using prebuilt templates. Templates provide ready-made layouts, metrics, and visualizations that can be quickly added.

This guide walks through how to apply a pre-built dashboard.

Applying a pre-built dashboard in Visual Insights

How to Add a Dashboard Template

1. Navigate to Visual Insights Click Reporting on the menu bar, click "View all Dashboards" within the Visual Insights banner.

   

2. Open the Template Gallery Click the Data Settings dropdown in the side menu, then select Template Gallery.

   

3. Browse or Search Templates Review the list of available templates. You can scroll or search to find a template that matches your use case.

   

4. Add the Dashboard / Template Choose and click Apply on the dashboard you want to add.

   

5. Click Apply on the Template Preview page.

   

6. Click Continue on the Update Dependencies pop-up.

   

7. Click Dashboards on the side menu and select your newly added dashboard.

   

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Need a Template That Isn’t Listed?

If you don't see a pre-built template that you think would be useful, please contact your account manager.

If you'd like to create your own template or dashboard, please follow this guide.