Create a Dashboard from Template

Icon admin
2 min read

The Dashboard is made up of widgets. The widgets are simple always-on app extensions that are essential aspects of your dashboard. You can customize your dashboard by choosing which specific widgets you want to only appear.


Add and create a dashboard

1. To add a dashboard, first, go to the ‘Dashboard’ tab

2. You will be redirected to the default dashboard page. Click the ‘Add’ icon on the upper right area of your screen.

saphyte create dashboard from template

Another way is by simply clicking on the ‘Customize Dashboard’ selection on your homepage.

saphyte customize dashboard

3. You will be prompted to choose to create a dashboard from ‘Scratch‘ or from ‘Template’. Click ‘From Template’.

saphyte add dashboard from template

Create a dashboard from template

1. There are different templates to choose from if you want a ready-made dashboard. Choose from among the pre-defined templates — Clients, Forms, Deals, Campaigns, or Emails.

saphyte create dashboard from template

2. Add a ‘Dashboard Title’. The ‘Dashboard Title‘ serves as the name of your dashboard. Then click ‘Continue’.

saphyte name the dashboard

3. The pre-defined dashboard is now ready. If you want to add more widgets, just drag and drop the widgets. If you want to remove a widget, just click on the ‘red bin’ icon to delete a widget. Feel free to customize your dashboard.

saphyte dashboard widgets

4. Once finalized, click ‘Create Dashboard’ to save your dashboard.

saphyte create dashboard

5. Your new dashboard is now added to your homepage.

saphyte new dashboard added