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      Tutorial: How Do I Use Dashboard Templates?

       

      This tutorial is interactive. To move to the next step, please follow the prompts showing you where to click, or use the < and > arrows along the bottom.

       

      12 STEPS

      1. This tutorial will teach you how to create a dashboard using a template.

      Here is the Dashboard management page. Templates are located at the top.

      Step 1 image

      2. You can click on one directly from here.

      Step 2 image

      3. Or Click View all templates.

      Step 3 image

      4. Click the template dropdown to filter.

      Step 4 image

      5. Click Pricing.

      Step 5 image

      6. You will now only see Pricing templates.

      Step 6 image

      7. Click the Pricing Effectiveness templates.

      Step 7 image

      8. The preview will help you determine the template's suitability.

      Step 8 image

      9. Click Use template.

      Step 9 image

      10. Type Dashboard name

      Step 10 image

      11. Choose a name for your dashboard. Stick to naming conventions that align to your business.

      Step 11 image

      12. Click Save.

      You have now completed the tutorial.

      Step 12 image

      Here's an interactive tutorial

      ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

      https://www.iorad.com/player/2537711/Dashboards---Using-Templates