How To Create Dashboards In Smartsheet
With the numbers and data growing by the day, visual representation is crucial for quick analysis and decision-making. Dashboards in Smartsheet offer an efficient way to turn data into insights. In this guide, we’ll take you through the process of creating effective dashboards in Smartsheet and how Audox can elevate your performance with expert solutions.
Why Use Dashboards in Smartsheet?
Smartsheet is renowned for its project management capabilities, and its dashboard feature furthers its utility by offering visual snapshots of your data. Dashboards allow you to track metrics, make informed business decisions, and represent data in formats like charts, graphs, and widgets. They are especially beneficial for teams looking to stay aligned and track progress at a glance.
Steps to Create a Dashboard in Smartsheet
- Prepare Your Data: Before jumping into dashboard creation, ensure your data is well-organized and up-to-date in a Smartsheet sheet.
- Create a New Dashboard: Go to the Home tab, click on the plus icon, and select “Dashboard/Portal”. Name your dashboard and click “OK”.
- Select Widgets: Smartsheet offers various widget types such as chart, metric, report, web content, and more. Choose appropriate widgets that best represent your data.
- Configure Widgets: For each widget, you?ll configure its settings to pull the relevant data from your sheets. Customize colors, sizes, and text alignment to enhance visual appeal.
- Layout and Design: Arrange your widgets in a cohesive layout. Smartsheet?s drag-and-drop feature makes it easy to position them so they?re easy to read and understand.
- Sharing Your Dashboard: Once your dashboard is ready, go to the Dashboard settings and select sharing options. You can share it directly with team members, set custom sharing permissions, or publish it to a webpage for wider accessibility.
How Audox Can Help
While the basic steps to create a dashboard might seem straightforward, optimizing them to drive maximum value requires expertise. At Audox, we specialize in turning raw data into powerful analytics through our tailored dashboard solutions in Smartsheet. Our team provides:
- Expert Consultation: We assess your data and objectives to design a dashboard strategy that meets your business goals.
- Customization Services: Customize widgets and layouts to align with your brand and specific analytical needs.
- Training and Support: Educate your team on best practices for maintaining and utilizing Smartsheet dashboards.
Our deep understanding of Smartsheet’s capabilities ensures you not only visualize but also derive strategic insights from your data.
Get Started Today
Whether you’re new to dashboards or seeking to optimize existing ones, Audox is your go-to partner for Smartsheet solutions. Contact us to transform your data management and visualization processes.