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Custom Dashboard Templates

As organizations grow, dashboard admin can become repetitive and inconsistent - dashboards for every team, individual dashboards for each support agent, one per phone number or support ticket form…

Before long, you might find yourself rebuilding the same dashboard again and again, and updating each version manually whenever something changes.

Today, we’re introducing Custom Dashboard Templates to fix that.

(Currently available for Zendesk, Aircall and HubSpot).

Build once. Roll out everywhere…

Custom Dashboard Templates let you create a dashboard once, and generate filtered dashboards that stay in sync whenever you make any changes.

Here’s how it works:

  1. From the ‘New’ dropdown menu, choose to create a new Zendesk, Aircall or HubSpot template

  2. Select the field you want dashboards to vary by (e.g. Support Agent, Group, Phone Number or Deal Owner)

  3. Select the values you want dashboards for (you can add more later)

  4. Click ‘create’

This will generate a collection of dashboards on your account for each value you selected.

Each dashboard shares the same layout and widgets, but filters data for the relevant agent, team, number or whatever other field you chose.

See it in action in this short video:

The real power of dashboards built this way is in how they stay in sync.

When you update one of these dashboards:

  • Any new widgets will appear across all dashboards built with that template

  • Time ranges update everywhere

  • KPI definitions and dashboard layouts stay aligned

So no more manual duplication. No more dashboard drift. No more inconsistent reporting across your team.

Custom Dashboard Templates are available for:

Zendesk - Create dashboards by Agent, Group, Brand, Channel, Status, or Priority.

Aircall - Create dashboards by User, Team, or Number.

HubSpot - Create dashboards by Owner, Team, Pipeline or Stage

Availability and pricing

Custom Dashboard Templates are available on Pro plans and above. A template will count towards your plan’s dashboard allowance, whilst the individual dashboards you create with it will not.

For more information on Custom Dashboard Templates, check out our help article.