From Dashboard home screen, accessible only if Dashboard is not set, you can:

• Apply a template 
• Start with an empty dashboard

To apply a template

1. Select a template, then "Start"
2. A window summarizing the content of this template appears.
   

   Click on "Use the Dashboard"Configure the chart of accounts
   It is possible :
   - Isolate accounts if necessary by moving them to the "Available Accounts" section

   
   

   Isolated accounts will not be used in the Dashboard.

   
   - To reclassify the accounts so as to "add" or "subtract" them in a section
   

3. Create or Associate the indicators (this step is proposed only if the model contains indicators, if so, you will have to assign these indicators because they are required in the model)

4. Publish Dashboard
   

How to define a template?

To define a dashboard template, follow procedure and explanations about templates and catalogs. 

Start with an empty Dashboard

From the Dashboard home screen, you can start with an empty dashboard (not recommended).

Therefore, you can configure accounting by applying a chart of account, or ignore this step. Then, you can build your dashboard by adding pages and widgets.