This article will walk you through how to copy an existing Graphly dashboard from one account to another. This is most helpful for Agencies who manage multiple Infusionsoft and Graphly accounts.
Add a New Board
Log into the Graphly account you would like to copy a board to and click the Board icon.
Click Add Board from the menu.
Configure Board Settings
Select By Copying an Existing Board from the first drop-down menu.
Select the account you want to copy the board from.
Select the board you want to copy from the account you selected.
Give the new board a name and click Create.
Your dashboard should now be copied to the selected account.
- How to Add a New Dashboard in Your Graphly Account
- How to Copy an Existing Graphly Dashboard
- How to Create a Public Dashboard for Non-Graphly Users
Create Your Free Graphly Dashboard
You don’t need to struggle to find the data you need from your Infusionsoft or Keap application. Create a free visual dashboard using the Graphly Lite plan. Using Graphly Lite, you get 1 user, 2 dashboards, and access to our 10 most widely used report templates. These templates include:
- Tags Applied
- Tags Applied Goal
- Gross Revenue
- Appt | Note | Task Summary
- Email List Health
- Campaign Email Stats
- Text Widget Area
If you don’t already have a Graphly account, click here to get a Graphly Lite account so you can start making more informed decisions and grow your business.