How to Duplicate Dashboards in Different Sub Accounts for Optimal Efficiency


Are you an agency owner looking to streamline your operations and increase efficiency? Well, we have some exciting news for you! With the latest feature update, agency owners can now duplicate custom dashboards to sub-accounts, allowing for optimal efficiency and organization. In this article, we will explore how you can easily duplicate dashboards in different sub-accounts and unlock a whole new level of productivity. So, let’s dive in!

Duplicate Custom Dashboards to Sub-Accounts with the New Feature for Agency Owners

Managing multiple sub-accounts can be overwhelming, especially when each account requires different customized dashboards. In the past, agency owners had to manually recreate these dashboards for each sub-account, leading to a significant waste of time and effort. However, thanks to the new dashboard duplication feature, this tedious process is now a thing of the past.

Here’s how you can make the most out of this new functionality:

  1. Access the Dashboard Duplication Tool: Once you have logged into your agency account, navigate to the dashboard section. Look for the newly added duplication tool, usually located in the top right corner of the screen.

  2. Select the Dashboard to Duplicate: Choose the custom dashboard you wish to duplicate from the list of available options. This can be easily done by clicking on the desired dashboard.

  3. Choose the Target Sub-Account: After selecting the dashboard, you will be prompted to choose the sub-account where you want to duplicate it. Pick the target account from the drop-down menu provided.

  4. Customize the Duplicated Dashboard: If necessary, make any modifications or adjustments to the duplicated dashboard to ensure it aligns with the specific needs of the sub-account. Tailor the widgets, layout, and other elements to meet the unique requirements.

  5. Save and Activate: Once you are satisfied with the customizations, click the “Save” button to store the duplicated dashboard in the target sub-account. Activate it to make it accessible to the users of that particular sub-account.

Now, agency owners can duplicate custom dashboards to sub-accounts effortlessly, saving time and improving overall efficiency. By eliminating the need to manually recreate dashboards, this feature allows you to focus on more important tasks that require your attention.

With this new dashboard duplication feature, you can now easily create consistent reporting, streamline data analysis, and provide real-time insights to all your sub-accounts. Say goodbye to the hassle of managing multiple dashboards and welcome a more efficient way of doing things.

So, why wait? Start utilizing this incredible new feature and experience a whole new level of productivity and efficiency in your agency operations. Duplicate dashboards seamlessly and unlock the potential for growth and success!

Remember, agency owners can now duplicate custom dashboards to sub-accounts effortlessly. Make the most out of this feature for optimal efficiency and organization in your agency. Start duplicating those dashboards today and watch your productivity soar!