The integration of the Template Library with Sub Account Dashboards in Gold Star Pro brings an easy way to create, share, and implement dashboard templates. This update simplifies the process of building custom dashboards, offering both reusable and system templates for various business insights and analytics. With just a few clicks, users can now set up powerful, consistent dashboards in no time. Here's a guide to getting started with the new dashboard template capabilities.

Key Features

1. Create Templates from Existing Dashboards

Easily convert your current dashboards into templates, allowing for quick reuse and sharing within the system. This feature is especially valuable for dashboards that are regularly used, as it removes the need to recreate them from scratch.

2. Set Up New Dashboards Using Templates

Save time by selecting a ready-made template from the library to set up a new dashboard. This is ideal for businesses looking to maintain efficiency and consistency in reporting across various accounts.

3. Dedicated Dashboard Tab in Template Library

Gold Star Pro’s agency view now includes a dedicated “Dashboards” tab in the Template Library, allowing quick access to both custom-created templates and system templates designed for standard reporting needs.

4. System Templates for Quick Setup

Choose from a variety of pre-configured system templates tailored for common business purposes, such as:

• Lead Attribution & Overview Dashboard

• Opportunity Attribution & Overview Dashboard

• Customer Communication Insights

• Appointment Tracking Dashboard

• And more.

These templates cover different facets of business reporting, making it easy to find a setup that meets your needs.

Step-by-Step Guide to Using Dashboard Templates

Step 1: Add Dashboards to the Template Library

1. Navigate to the Template Library within Gold Star Pro.

2. Click on “Create Template”.

3. Choose “Dashboard” as the product type.

4. Select the dashboard you’d like to save as a template.

5. Enter any relevant details, such as tags, categories, descriptions, and preview images to help identify the template later.

6. Publish the template, making it accessible for future use.

By creating templates, you can ensure that frequently used dashboards are ready to deploy whenever needed.

Step 2: Create New Dashboards from Templates

1. Go to the Dashboards page and click the blue dashboard icon.

2. Select “New Dashboard,” then choose “Create a Dashboard from Templates.”

3. Browse the Template Library to find the template that fits your requirements.

4. Load the selected template.

5. Save the new dashboard, and it’s ready for immediate use.

This feature minimizes setup time by leveraging the designs and formats that you or your team have already approved.

Benefits of Using Dashboard Templates in Gold Star Pro

1. Efficiency and Speed

• Create dashboards in minutes using pre-built templates. Templates eliminate the need to start from scratch every time, ensuring a streamlined process.

2. Consistent Reporting

• Templates help standardize recurring dashboards, ensuring uniformity across client and internal reports. This is particularly useful for agencies managing multiple accounts that require similar reporting structures.

3. Customization Options

• Tailor templates to match specific reporting requirements by making minor adjustments. This feature is ideal for agencies or teams that frequently update their reports to meet client needs.

Using templates in Gold Star Pro simplifies complex reporting tasks, making it a valuable tool for both beginners and seasoned users looking to optimize their workflow.