How To Create A Dashboard In Smartsheet
In today’s dynamic business environment, having a real-time view of your project’s status is crucial. Dashboards offer a powerful way to visualize and manage data, allowing for informed decision-making. Smartsheet, a popular cloud-based work management platform, provides tools to create highly customizable dashboards. In this article, we will guide you through the process of creating a Smartsheet dashboard and explain how Audox can enhance this process.
Understanding Smartsheet Dashboards
A Smartsheet dashboard is a dynamic, customizable view that displays pertinent information from your project sheets, reports, and other data sources in one streamlined format. Dashboards make it easier to track progress, analyze project data, and communicate insights with your team.
Steps to Create a Smartsheet Dashboard
1. Plan Your Dashboard
Think about the key performance indicators (KPIs) you need to track. Knowing what to include will help you design a dashboard that serves your project’s needs effectively.
2. Access the Dashboard Feature
Log into your Smartsheet account. Click the Solution Center (plus sign) in the left navigation bar, then select “Dashboard/Portal” to start building your new dashboard.
3. Design and Customize Your Layout
Choose and arrange widgets like charts, graphs, and reports to display your data. Smartsheet provides a range of widget options to help you visualize your information clearly and effectively.
4. Connect Your Data
Link your widgets to data sheets and reports to automate real-time updates. This ensures your dashboard stays current and reflects the ongoing status of your projects.
5. Share with Your Team
Once your dashboard is ready, share it with relevant team members to foster collaboration and ensure everyone has access to critical insights.
Enhance Your Dashboard with Audox
While Smartsheet provides the tools needed to build a dashboard, optimizing its design and functionality can be complex. Audox, with its team of experienced consultants, offers expert assistance to help you create a dashboard tailored to your specific needs. Our experts guide you through selecting the right metrics, ensuring seamless data integration, and customizing your dashboard for optimal performance.
Why Choose Audox?
Audox is committed to optimizing business performance through innovative solutions. Our expertise in Smartsheet allows us to provide comprehensive support, from initial setup to full-scale implementation, ensuring your dashboards empower your business to make data-driven decisions efficiently.
Conclusion
Creating a dashboard in Smartsheet can significantly enhance your project management capabilities by providing real-time insights and facilitating better decision-making. With Audox, you can be confident that your dashboards will be expertly crafted to meet your business objectives, paving the way for more streamlined and effective project management. Contact us today to learn how we can assist you in leveraging Smartsheet dashboards to their fullest potential.