How to Create Dashboard Templates in Sparkforge

By Sparkforge Support Team ·Last reviewed May 3, 2026

Switch to Agency View, open the Template Library, and publish a dashboard as a template. New subaccounts can spin up a matching dashboard in two clicks from From Template Library.

Dashboard templates let you save a polished Sparkforge dashboard once and deploy it across as many subaccounts as you need. Every client gets the same metrics, layout, and themes without manual rebuilds.

What dashboard templates are

Reusable dashboard frameworks. Save an existing dashboard as a template, then create new dashboards from it inside any subaccount.

Why use them

  • Time-saving — no manual rebuilds per subaccount.
  • Consistency — every account reports the same metrics the same way.
  • Scalability — agencies managing dozens or hundreds of clients deploy in minutes.
  • Easier updates — change the template once, redeploy as needed.

Where to find dashboard templates

  1. Switch to Agency View.
  2. Open the Template Library from the navigation menu.

Create a dashboard template

  1. Switch to Agency View.
  2. Open Template Library.
  3. Click Create a Template.
  4. Choose the source subaccount that contains the dashboard you want to clone.
  5. Set product type to Dashboards.
  6. Pick the dashboard, then click Continue.
  7. Add a category, tags, description, and cover image.
  8. Click Publish Template.

Quick path: from any dashboard, click the three-dot menu and pick Upload as Template.

Create a new dashboard from a template

  1. Go to the Dashboard page in your subaccount.
  2. Click the blue dashboard dropdown and pick Add Dashboard.
  3. Choose From Template Library and click Select.
  4. Browse the library, pick a template, and click Continue.
  5. Wait for the dashboard to load. Click Edit to tweak the layout for this subaccount.

Frequently Asked Questions

Where do I create dashboard templates?
Switch to Agency View, open Template Library from the nav menu, then click Create a Template. Pick the source subaccount and dashboard, then publish.
Can I turn an existing dashboard into a template without leaving the dashboard view?
Yes. Click the three-dot menu next to the dashboard and pick Upload as Template — it sends straight to the Template Library.
How do subaccounts use a published template?
From the Dashboard page, click Add Dashboard > From Template Library, pick the template, and click Continue. The new dashboard appears with the template's widgets and layout.
Can I customize a dashboard after deploying it from a template?
Yes. Once the template-based dashboard is created, click Edit to change widgets, themes, or layout for that specific subaccount.

Was this article helpful?

Related Articles