How to Copy an Existing Graphly Dashboard

In this article you will learn how to copy an existing Graphly dashboard. This is helpful because the new copy retains all of the widgets of the original dashboard, and allows you to make adjustments without having to start from scratch with a new board.

An example of why you would do this is if you have a sales team, and you create a dashboard for one salesperson, then you can duplicate the dashboard and just swap out the salesperson information with another member of your team.

Copy a Dashboard

To begin, click the dashboards icon (four squares). Then select + Add Board.

Select the option By copying an existing board from the dropdown menu.

You will see a new dropdown menu appear that will give you the option to choose which of your current dashboards you would like to copy.

After selecting the board you wish to duplicate, enter a name for this new board and then click the Create button.

Once the new dashboard is created, you can now begin adjusting the existing reports to fit your needs.

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