Search our Knowledge Base
Search

Marketing Dashboard Templates



We offer a variety of Marketing Dashboard template types:
  • Platform Templates include background images and font styles that can be applied to a dashboard
  • Report Templates include report & graph content with simple designs built in
  • User Templates are those that you create and save, and may applied to multiple campaigns - and also downloaded and installed in other Rank Ranger accounts.
Additional Resources:

Platform Templates
 

Access Marketing Dashboard Settings


There are two ways to access your Marketing Dashboard settings:
  • Campaign Settings > Marketing Dashboard
  • White Label > Reporting Dashboards

Campaign Settings > Marketing Dashboard
  • On the home screen or inside any report, click the gear icon for the campaign and select Campaign Settings.
  • In the left sidebar select Marketing Dashboard
            
access Web Dashboard settings


White Label > Reporting Dashboards
  • In the top navigation menu hover over White Label and click Reporting Dashboards
  • In the Marketing Dashboard section Settings column, click the settings icon (gear) corresponding to the campaign for which you want to create or edit a marketing dashboard.  

White Label Dashboards

Getting Started with Marketing Dashboard Templates


Templates can be used to create your first marketing dashboard design and reports, and to clone your original template for use with other campaigns.  To get started, open Campaign Settings and scroll down and select Marketing Dashboards in the left sidebar.

Marketing Dashboard Settings
When you haven't yet created a marketing dashboard, the screen will have the default settings and look similar to this.  Click the Load Template button and select a User or Platform template (more information in the sections below).

Load a Template

Platform Templates


This video highlights a variety of dashboard designs that we provide to help you get started with your white label reporting. These templates include background images and font styles that can be applied to a marketing dashboard.




Load a Template
Click the Load Template button 

Load a Template



Platform Templates
  • Click the Platform Templates tab
The color palettes displayed represent options that are available in many of the graphs you'll find in the Reports > Graphs section of our platform - these are displayed as design suggestions and do not automatically apply when you add a graph (i.e., you need to select the display options for each graph you add).  

Platform Templates

Design Preview
  • Hover over the eye icon for a preview of the template's design.
  • Click the Load button for the design you want applied to your dashboard. 

Preview dashboard template

User Templates


Load a Template
Click the Load Template button 

Load a Template


No User Templates
If you haven't created any templates yet, the screen will look like this and you may choose to:
  • Click the Platform Templates tab to apply a preset dashboard design
  • Download from our dashboard library a template containing pages with reports, and a more simple solid colored background with colored page tabs design. Follow the instructions in the Report Templates section on this page.

User Templates


User Templates with Design and Content
If your company has created and saved dashboard templates, then you may choose to load the design and/or content by clicking the corresponding button. 

There are also options to download a copy of the template to your computer, and to delete templates that are no longer needed.           

User Templates with content

Report Templates


This video highlights a variety of dashboard report templates that we provide to help you get started with your white label reporting. These templates include reports and graphs that can be set to a specific campaign or multiple campaigns. Color schemes can be easily changed to match your design.




Download a Template
There are a variety of report templates available in the Dashboard Template Library where you can test live previews and download the one you want, and upload into your account. 




Load a Template

Warning! Loading a report template will overwrite any pages and settings that currently exist in the Marketing Dashboard of the campaign you're working on.
 
To proceed, click the Load Template button 

Load a Template


Upload a Report Template
After downloading a report template from our dashboard library 
  • Click the User Templates tab
  • Click the Choose File button and locate the file on your computer
  • Click the Upload button

User Templates


User Templates with Design and Content
When you have uploaded or created and saved dashboard templates, then you may choose to load the design and/or report content in any campaign by clicking the corresponding button. 

There are also options to download a copy of the template to your computer, and to delete templates that are no longer needed.           

User Templates with content


Important: When the template has loaded you need to click the Bulk Actions Set Campaign button and select the campaign that should be applied globally to reports and graphs that are in the dashboard template. Marketing Dashboards can contain reports for multiple campaigns in one dashboard, for example, if a client has separate campaigns for website tracking, app store tracking and YouTube tracking, you can create pages for each campaign inside of one dashboard. After selecting the global campaign, you may change the campaign of specific reports as needed. 

Dashboard Tools: Set Campaign


Set Campaign is an option that allows you to overwrite the current campaign with a different campaign. This is useful when loading a Dashboard Template or if pages were created using multiple campaigns and you later decide that Dashboard should display only one.

bulk update campaign


  • Click the Set Campaign button
  • Select a campaign
  • Click the Bulk Update button

Web Dashboard Bulk Set Campaign

Save Templates


Save Template
If you create a Marketing Dashboard and want to use the same structure and reports in a different campaign, you can save the reports and design as a template. 

Click the Dashboard Templates Save button, enter a Template Name and click Save.
 
Save Web Dashboard Template


Edit Dashboard Templates


To edit a marketing dashboard template that has previously been saved, simply:
  • Add pages, reports or graphs - or move them to different positions
  • Make changes to the design
  • Save the template using the previously saved template name
  • Click the Overwrite button if you are certain that you want to replace the previous version (this cannot be reversed)

edit a dashboard template

Download a User Template


How to Download a User Template
If you create a template, you may choose to download a copy. This can be useful if you have more than one Rank Ranger account and would like to apply the template to other accounts. If you have multiple users working in your account, you may consider downloading and saving the template for upload in case of accidental deletion by another user.

download a user dashboard template

Delete a User Template


How to Delete a Marketing Dashboard Template
Click the Dashboard Templates Load button, locate the template you want to delete and click the corresponding Delete button.

Warning! Deleting a Template is irreversible. We recommend that you download and store a copy of the template before deleting it.

delete a user dashboard template


Get the ultimate SEO tools with the Rank Ranger Software
Learn More About Rank Ranger