Contify allows you to create dashboards using predefined templates, helping you get started faster without building dashboards from scratch.
Templates provide a structured starting point with preconfigured sections and widgets designed for common intelligence use cases such as competitor tracking, executive monitoring, market intelligence, and company analysis.
This helps teams standardize reporting and accelerate dashboard setup.
Before You Begin
Before creating a dashboard using a template, ensure that:
You have access to the Dashboard module
Relevant companies, saved searches, or monitoring entities are already configured (if required for the selected template)
You have permission to create dashboards within the selected group
How to Create a Dashboard Using Templates
Step 1: Open the Dashboard Module
Navigate to the Dashboard module from the top navigation bar.
You will land on the All Dashboards page, where you can browse existing dashboards in List View or Grid View.
Step 2: Click Create Dashboard
Click Create Dashboard to begin the setup process.
You will be presented with available dashboard creation options.
Step 3: Browse Available Templates
Browse through the available dashboard templates.
Templates may include predefined configurations for:
Competitive Intelligence
Executive Monitoring
Market Intelligence
Company Tracking
Industry Monitoring
You can choose from:
Contify Standard Templates
Custom Templates created within your organization
Step 4: Select a Template
Choose the template that best fits your use case and add the company
This ensures the dashboard is populated with relevant intelligence.
Step 5: Configure the Dashboard Details
After selecting a template, configure the required details.
Company Name
Select the company relevant to the dashboard.
This company helps contextualize the dashboard and powers relevant intelligence.
Dashboard Name
Enter a name for the dashboard.
Choose a name that clearly represents the dashboard purpose.
Example:
Semiconductor Industry Landscape
Automotive Market Intelligence
Competitor Monitoring – Telecom
Select a Group
Choose the dashboard Group where the dashboard will be created.
Groups help organize dashboards by business function, team, topic, or monitoring area.
Choose an Icon
Select an icon for easier dashboard identification.
Step 6: Review Included Widgets
Each template comes with a predefined set of widgets and sections.
You can review all widgets that will be included in the dashboard before creation.
If required, use the checkboxes to deselect widgets you do not want to include.
For example, an Industry Landscape Dashboard may include:
Industry Overview
Market Size
Industry Snapshot
Industry Growth Trends
Industry Trends
Emerging Developments
Key Industry Updates
Technology or Market Signals
Competitive Landscape
Competitor Monitoring
Key Strategic Moves
This gives you greater flexibility to tailor dashboards without starting from scratch.
Step 7: Choose the Group
Select the Group where the dashboard should be created.
Groups help organize dashboards by:
Teams
Competitors
Business functions
Monitoring areas
Step 8: Name Your Dashboard
Enter a name for the dashboard.
Choose a name that clearly reflects the dashboard’s purpose and monitored intelligence area.
Example:
Competitor Monitoring – Automotive
Executive Market Updates
Weekly Product Intelligence
Step 9: Click Create Dashboard
Click Create Dashboard to generate the dashboard.
The dashboard will be automatically populated based on the selected template configuration.
You can further customize widgets, sections, and layout after creation.