Dashboard Templates
October 27, 2025
Fueling your GTM strategy with speed and precision, we are thrilled to launch the new Dashboard Templates feature, a major step forward for streamlined RevOps reporting.
Immediate ROI: We have instantly migrated all of our existing, battle-tested Analytics Dashboards into a robust, ready-to-deploy template library. This means zero friction in adopting standardized reporting best practices from day one.
This expansion is a cornerstone of our commitment to delivering a truly Built-to-Scale Reporting Architecture. Expect continuous additions to this library, ensuring your data foundation remains future-proof and unequivocally best-in-class.
Now, you can dramatically accelerate your time-to-insight by leveraging any template as your customizable starting point. You gain total control to fine-tune your visualization for your specific business needs: quickly trim extraneous data, inject custom-built widgets tailored to your specific KPIs, and reorder metrics to ensure the most critical organizational data is always front and center.
Importantly, every Custom Dashboard inherits the full power of the platform, including seamless integration with Ask Cal (our proprietary LLM for conversational data querying), alongside all of our powerful, standard reporting governance functionalities.
Walkthrough Below:
- From the Home Page navigate to the Dashboards Icon in the Left Navigation bar

2. Click the (green plus button) button in the top right of the Custom Dashboards page

3. Select the Templates button to see the available Dashboard Templates

4. Choose your Dashboard

