How to clone a dashboard?

You’ve created the perfect dashboard, and you would like to replicate it? We know you have other things to do, so don’t start from scratch all over again. Just clone it!

 

When you clone a dashboard, the clone will be exactly the same as the original: same widgets in the same place, same title, same logo, etc. Obviously, you’ll be able to change these whenever you want, just like any other dashboard.

 

The cloning process is pretty easy.

 

1- In the Dashboard Manager, locate the dashboard you want to clone.

2- Click on the menu icon, located at the right side of the dashboard name, and select Clone

 

Clone option in menu

 

 

3- Choose the data sources in your new dashboard. To replace the data source(s), simply click on “Replace current source” and select the one to connect instead. You can also choose to keep the same data source(s) by simply going to the next step.

4- Indicate the preferences of your dashboard (name, time period, language-currency) and add a password if you want to.

 

Click on this GIF to see the whole process.

Clone process GIF

 

That’s it, you’re done!

 

If you find yourself cloning your dashboards regularly, this is probably because you are using the same dashboard frame for all your clients. In this case, we recommend you to use the Dashboard Template function and save your own custom template. That way you’ll be able to use this template when creating new dashboards.

Read our article to learn on how to create your own custom template.

 

Try it free