Templates

You do not need to create your panels from scratch

Our team, which has years of experience in information management, has created sets of dashboards for various areas of use ready for you to start using. Choose the area (template) in which you want to use the dashboards and we create them for you. You can use them as they are or change them as you see fit.

Currently available templates are:

• Sales: Manage your sales through "sales management" template on which contemplates: Sales period, Subsidiaries, Products, Customers, Region, City, Salesman, Revenues, Taxes, Costs and Profit. See more instructions.

To install the desired template, follow the instructions below:

• Click the Templates option on the Main Page sidebar;

• Select the desired template and click on the option Install Template ;

• A confirmation message about the installation of the template will appear, where you should:
  • Accept the terms of use of the templates;
  • Agree to make your contact email available to the template author. Understand here;

• A new Data Source will be created with their respective dashboards;

Interested in sharing your own template(s) with any other user? See how.

Important:

• Templates are loaded with sample data. To use your own data, download the sample worksheet available on each template and replace it with your information.

• If you do not have all the data available leave the corresponding columns blank.