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          Use Dashboard Templates from the Marketplace

          Use Dashboard Templates from the Marketplace

          When designing dashboards, you can start with a blank dashboard or you can use an out-of-the-box dashboard template to decrease your design lift. Tableau Next dashboard templates provide layouts tailored to your data and how you want to present it.

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          Access your org’s Tableau Next Marketplace from any workspace when you add a new dashboard. The Marketplace gives you the choice to create a blank dashboard or create dashboards from the prebuilt layout templates. Any dashboard templates shared by other analysts are also available for selection.

          The Tableau Next Marketplace with out-of-the-box dashboard templates.

          These templates are designed to start working with semantic data models and their metrics. For more information about creating models and metrics, see Create Semantic Models and Define Metrics. After you create your dashboard, you can make any customizations you want, including adding visualizations, actions, and other dashboard functionality.

          • Configure a C360 Metrics Overview Dashboard
            The C360 Metrics Overview dashboard template provides a comprehensive overview of your key performance indicators (KPIs) relevant to C360 features. The dashboard is designed for program managers and stakeholders, offering a detailed breakdown of performance across various dimensions. It enables progress monitoring, identifying areas for improvement, and making data-driven decisions.
          • Configure an Executive Overview Template
            The Executive Overview dashboard template provides a high-level snapshot of critical business KPIs, including revenue, profit margins, growth rates, risk management, and trend analysis. It is designed for executives and senior leaders, highlighting monthly or quarterly trends, enabling data-driven strategic planning, and performance reviews
          • Configure a F/Z Layout Dashboard
            The F/Z Layout dashboard template is designed to show your data insights using proven eye-tracking principles. The layout guides your users naturally through the dashboard content for maximized comprehension. You can select the z-pattern layout for high-impact visuals or the f-pattern layout for text-heavy content.
          • Configure a Performance Overview Dashboard
            The Performance Overview dashboard template provides a comprehensive view of your key business metrics, helping your teams track progress, identify opportunities, and mitigate risks. It emphasizes a central hero metric, supplemented by supporting data and related metrics. The dashboard is designed for sales, finance, service, and operations teams, delivering real-time insights.
          • Configure a Sales Leaderboard Dashboard
            The Tableau Next Sales Leaderboard dashboard template provides a comprehensive overview of your sales pipeline with key metrics and visualizations. It highlights sales wins and emphasizes which opportunities sales reps want to priortize. The dashboard is designed for sales teams, delivering real-time insights.
          • Configure a Service Agent Analytics Dashboard
            The Tableau Next Service Agent Analytics dashboard template provides data about your service agent performance, conversation metrics tracking, and how to optimize your agents. It includes 12 visualizations focusing on agent performance, usage, and quality. The dashboard is designed for users who refine and improve AI agents, delivering real-time insights.
           
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          Salesforce Help | Article