Dashboard Templates
What are Dashboard Templates?
Dashboard Templates are ready-made reports that help you visualize live data without building every chart and filter from scratch.
They are useful when you need a proven reporting layout for common use cases like PPC performance, sales tracking, ecommerce analytics, or multi-channel reporting.
Available Dashboard Template Types
1. Native Coupler.io dashboards
These dashboards live inside Coupler.io and work well for quick visual analysis with minimal setup.
Native dashboards are not customizable. Here's how to set it up:
2. Templates for BI tools and spreadsheets
These templates are built for tools such as:
Data Studio
Power BI
Tableau
Google Sheets
Use them when you want a ready-made dashboard that you can edit and customize in your reporting tool. Setup steps:
Why Use Dashboard Templates?
Dashboard templates help you:
launch reporting faster
reduce manual setup
standardize dashboards across clients, teams, or projects
They are especially useful for recurring weekly, monthly, and campaign performance reporting.
Common Use Cases
Teams often use dashboard templates for:
marketing dashboards for paid ads, web analytics, and lead generation
sales dashboards for pipeline, revenue, and CRM reporting
e-commerce dashboards for orders, revenue, and product performance
Many teams start with templates for Google Ads, Facebook Ads, Shopify, HubSpot, and other common data sources, then adapt them to match their KPIs.
Starting Your First Dashboard Template
Creating a dashboard from a template is straightforward.
Filter by source, destination, or category
Use the filters at the top of the page to narrow the list by source app, destination, or use case.
Choose a template
When you find the template you want, click Try report and follow the setup steps.
Need a Different Setup?
You can customize the dashboards made in BI tools to add metrics, dimensions, or other sources. Follow the steps described here:
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