Smartsheet Create Dashboard

In today?s data-driven world, effectively managing and visualizing your data is crucial for making informed business decisions. Smartsheet, with its flexible and robust platform, enables organizations to create dashboards that provide valuable insights at a glance. In this guide, Audox will walk you through the process of creating a Smartsheet dashboard and explain how our expertise can elevate your data management strategy.

Why Use Smartsheet for Dashboards?

Smartsheet is known for its powerful project management capabilities, and creating dashboards within Smartsheet allows you to centralize your data, streamline reporting, and enhance team collaboration. Dashboards in Smartsheet are interactive and customizable, making it easy to track KPIs, monitor project statuses, and share insights across the organization.

Steps to Create a Smartsheet Dashboard

1. Define Your Requirements

Before diving into the creation process, clearly outline your goals and determine what information needs to be visualized. Identify the key metrics and data sources that are essential for your dashboard.

2. Prepare Your Sheets

Ensure that the source sheets you will use for your dashboard are well-organized. Consistent formatting and up-to-date data are critical for accurate representation in your dashboard widgets.

3. Access the Dashboard Creation Tool

Navigate to the Smartsheet home menu, and select “Create New” followed by “Dashboard/Portal”. This will initiate the dashboard creation interface.

4. Customize Your Dashboard Layout

Utilize Smartsheet?s drag-and-drop tool to arrange widgets such as charts, graphs, grids, and more. Customize your layout to align with your specific needs and aesthetic preferences.

5. Add Widgets and Data

Add widgets that pull data from your prepared sheets. Widgets can include charts, metrics, reports, and even external content like videos or slideshows. Ensure that each widget is linked properly to maintain data integrity.

6. Configure Sharing Settings

Determine who should have access to view or edit the dashboard. Smartsheet offers granular permission settings to control user interactions, ensuring that your dashboard is both secure and accessible to the right team members.

How Audox Can Assist You

At Audox, we specialize in helping businesses unlock the full potential of their Smartsheet dashboards. Our team of experts will guide you through each step of the process, tailoring solutions that meet your unique business needs.
Whether you’re looking to optimize existing dashboards or build new ones from scratch, our collaborative approach ensures efficiency and accuracy. We provide comprehensive training sessions for your team, empowering them to leverage Smartsheet?s features to their fullest.

When you partner with Audox, you gain access to personalized support and innovative strategies that enhance your data visualization capabilities. Contact Audox today to learn more about how we can transform your data management and drive your business forward.