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Five pre-built templates cover the most common questions teams ask. Picking one gives you a fully assembled dashboard you can customise afterwards.
Template picker with all five templates

Template picker with all five templates.

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Create a Dashboard from a Template

1

Go to Reporting

Go to Referral > Reporting.
2

Open the New Dashboard Dialog

Click New dashboard.
3

Browse Templates

Click Browse templates underneath the AI prompt box.
4

Pick a Template

Pick a template and click it. The dashboard is created and opens immediately.
Template selection to live dashboard

Template selection through to a live dashboard.

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The Five Templates

  • Referral Overview. Top-level volume indicators: sharers, new customers, and revenue.
  • Funnel Performance. End-to-end programme efficiency. Spot drop-offs and areas to improve.
  • Revenue & Customer Quality. Referral revenue plus a side-by-side of referred versus non-referred customer quality.
  • Programme Success Dashboard. Daily CRM report: executive summary, trend monitoring, actionable breakdowns.
  • Industry Benchmarking Dashboard. Performance against your industry benchmark across the full funnel. Only useful if your category is benchmarked.
For a deeper look at what each template contains, see the templates catalogue.

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After You Create It

Templates are starting points, not fixed layouts. Once the dashboard is created you can:
  • Add, edit, or remove tiles.
  • Change the time period and filters.
  • Rename the dashboard.
  • Rearrange the grid. See editing the layout.
Changes you make do not affect the template itself or any other dashboards.

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When to Reach for Which Template

For a daily pulse check, Programme Success. For exec-facing commercial updates, Revenue & Customer Quality. For peer comparison, Industry Benchmarking (if your category is eligible). For a first dashboard with no specific question yet, Referral Overview. See the full templates catalogue for what each one contains.
Last modified on July 12, 2026