How to Duplicate a Dashboard to Another Sub-account
From the source dashboard's 3-dot action menu, choose Duplicate to another sub-account, name the copy, pick the target sub-account, click Duplicate. Reconnect any broken data sources after.
Duplicating copies a dashboard to a different sub-account. To copy inside the same sub-account, use Clone instead.
What duplication does and doesn't carry over
The dashboard layout, widgets, and configuration carry over. Data sources don't. If a widget pulls from a custom value that doesn't exist in the target sub-account, the widget shows up red with an "error while loading data" message after the duplicate finishes.
You need access to both the source and target sub-accounts. Cross-sub-account duplication is an Agency-level capability.
Duplicate a dashboard
1. Open the source dashboard
Go to Sub-account → Dashboard, open the dashboard you want to copy.
2. Open the action menu
Click the 3-dot action menu and select Duplicate to another sub-account.
3. Configure
In the modal, type a name for the new dashboard, select the target sub-account, and click Duplicate. The copy appears in the target sub-account.
4. Fix broken data sources
Open the duplicated dashboard. Any widget that depended on a data source missing in the new sub-account will display in red. Either delete those widgets or repoint them to a valid local source.
Frequently Asked Questions
Why are some widgets red in the duplicated dashboard?
Can a sub-account-level user duplicate to another sub-account?
Do permissions carry over to the duplicated dashboard?
What's the difference between Clone and Duplicate?
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