> For the complete documentation index, see [llms.txt](https://docs.coupler.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coupler.io/functionality/templates/dashboard.md).

# 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:

{% embed url="<https://youtu.be/quLzXVdj08Q?si=6-OcQi_SDg_ms-uY>" %}

#### 2. Templates for BI tools and spreadsheets

These templates are built for tools such as:

* Looker 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:

{% embed url="<https://youtu.be/a7fuKXdRNhI?si=BsHNQetWFJ_ofawK>" %}

### 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.

{% stepper %}
{% step %}
**Open the Templates page**

Go to the [Templates page](https://app.coupler.io/app/templates) in Coupler.io.

<div align="left"><figure><img src="/files/tqAJ0ryrP34USRmMtJwj" alt="" width="95"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}
**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.

<figure><img src="/files/kY6NUODKXjon3FsMxkuQ" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
**Choose a template**

When you find the template you want, click **Try report** and follow the setup steps.

<div align="left"><figure><img src="/files/UyOSSy4cA0RxaU2TLPPh" alt="" width="213"><figcaption></figcaption></figure></div>

{% hint style="info" %}
Every dashboard includes a Setup guide page with step-by-step instructions.
{% endhint %}
{% endstep %}
{% endstepper %}

### 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:

{% embed url="<https://youtu.be/CIvJJjRjTO0?si=H93ELsQug3IyZ4I2>" %}


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