Step 2: The dashboard data

Now that we have our properties and property groups data ready, we need to prepare the data that will power the specific dashboard template we're making a copy of (i.e. profit and loss data, delinquency data, prospects data, etc.)

FYI & WARNING: On this page, be sure to never click Remove on any of the data sources that say Shared with me. These are necessary for copying dashboards and if they are removed it won't be able to identify the data source that needs to be selected.

Choose a dashboard template below to continue: