How To Clone an Account Dashboard

Modified on Tue, 1 Sep at 4:50 AM

Dashboard Clone

Step 1: Open A Dashboard


Navigate to Account > Dashboard and click on the dashboard selection menu. Search or browse for your target dashboard. Select it to open for viewing and editing.



Step 2: Clone The Dashboard


On the original-dashboard, click the action menu (3 dots) and click the clone button.



Step 3: Configure and Save Dashboard Clone


In the Clone Dashboard modal, write the cloned-dashboard title, set the dashboard's privacy/access permissions, then click the Clone button. This will create the new cloned-dashboard with the appropriate settings.



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