How to Create Smartsheet Dashboards
Smartsheet dashboards are a powerful communication tool that provide real-time visibility into critical data and centralize all of your team's information in a single place. They can be created by licensed users and are viewed on the desktop or the Smartsheet mobile app.
Dashboards visualize real-time data using easy-to-configure widgets. They can include metrics, charts, shortcuts, reports, rich text, web content, and images. They can also be used as a team portal to provide a single, easy-to-access source of project-related information.
They can help you make better decisions by transforming your data into real-time visuals of trends and metrics. They can also be customized to display the information that is most important for your audience.
Creating dashboards is simple and takes only minutes. First, determine the purpose of the dashboard and who it will be used by. Then, consider your data and how you'll display it to make sure that your dashboard is a relevant resource for your audience.
You can create a dashboard from a single sheet or from a report, or you can combine sheets and reports to build a single dashboard. If you want to build multiple dashboards, be sure to set up sharing permissions for them. Learn more about data at https://en.wikipedia.org/wiki/Data.
Autopopulate your dashboard with data from other sheets in your account by using the autopopulate function. This will save you the time and effort of manually entering data into your dashboards.
Add a chart to your dashboard by selecting a range of data and choosing a chart type. You can also customize how the data is displayed in your chart by choosing a color or other formatting.
Share a live dashboard with your teammates, executives, and external customers to ensure they have access to the information they need to help them make informed decisions. They're easily viewed on the desktop or the Smartsheet app.
Connect your alluvionic Smartsheet data to build custom visualizations and keep track of key projects in real-time. Learn how to use our Smartsheet connector gallery and create custom API queries that pull in data from your Smartsheet account.
Embedding content from other platforms into your dashboard is a great way to give your dashboard an extra layer of depth and functionality. For example, if you have an Excel spreadsheet with your team's progress on a project, you can embed the link to the sheet into your dashboard in seconds.
Then, you can view the sprs results of this work in your dashboard at any time. You can even see how the project is performing over time by comparing the dashboard to other versions of the same document.
You can customize your chart by adding a grid overlay. It's easy to do with this extension, and you can change the layout at any time by clicking on the icon in the sidebar of your dashboard editor.
You can also change the refresh cycle of your dashboard by enabling auto-refresh. Default settings are 1 minute, but you can change this to something more specific.