Templates
A template is a dashboard that has already been laid out for a particular job, so you inherit a decision about which questions are worth asking rather than facing an empty canvas. It fills with your own data the moment you open it - a template is a starting arrangement, never sample data.
Definition
Template - a named, pre-built set of charts with a sensible layout, aimed at a specific stage or question. Once you create a dashboard from a template, it is yours: adding, removing, and rearranging charts affects only your copy, and the underlying template is unchanged for everyone else.
Templates are a head start, not a cage
Anything a template shows can be removed, and anything it omits you can add by asking ChartsyAI and pinning the answer. Most people keep about two thirds of a template and replace the rest.
Which template to start from
- Early-Stage SaaS
- For businesses still establishing traction. Leans on growth rate, trial performance, retention and early revenue signals rather than absolute totals, because the totals are small enough to be misleading on their own. Details
- Revenue & MRR Breakdown
- For established revenue that needs dissecting - MRR, ARR, plan performance, and revenue concentration. Start here when the question has moved from "is this working" to "where exactly is the money coming from". Details
- Pricing & Plans
- For a pricing decision. Shows which tiers actually generate revenue, how customers move between plans, and which options retain best - the three things you need before changing prices. Details
- Blank Canvas
- For when you already know what you want. An empty board you fill by asking questions in plain English and pinning the charts that come back. Details
Using more than one
Templates are cheap - there is no reason to force one board to serve every purpose. A common arrangement is one Revenue board you check weekly, one Pricing board you open only when a pricing question is live, and a Blank Canvas board for whatever you are currently investigating. Boards that answer different questions on different cadences are easier to read than one board that answers everything.
