Want to manage your projects more effectively? This training course shows you how to use Smartsheet to design interactive dashboards tailored to your needs. You'll learn how to visualize the progress of your projects in real time, optimize decision-making and anticipate obstacles. Thanks to customized graphs, consolidated reports and indicators, you'll transform your data into strategic information and gain visibility on the key elements of your projects.
With Smartsheet dashboards, you can easily monitor KPIs, improve communication within your team and guarantee the success of your initiatives.
Duration
0.5 day
Schedule
See training dates for details
Regular fee
$390
Preferential fee
A preferential rate is offered to public institutions, to members of certain professional organizations as well as to companies that do a certain amount of business with Technologia. To know more, please read the "Registration and rates" section on our FAQ page. Please note that preferential rates are not available for online training courses. Discounts cannot be combined with other offers.
$350
Objectives of the training
By the end of the course, participants will be able to create and manage dashboards in Smartsheet to track processes and projects.Targeted audience
Anyone implementing tracking and collaboration tools in Smartsheet.Prerequisite
NoneTrainers
Benefits for Participants
- Real-time visibility of project progress and KPI status
- Anticipation of potential problems
- Share information with stakeholders
- Fact-based decision-making
Course architecture
In this course, you'll learn how to create and maintain dashboards in Smartsheet to automate process and project tracking.
Understanding and applying dashboard best practices
- Importance and purpose of dashboards in processes
- Define the purpose of the dashboard and the target audience
- Prototype and plan deployment
Configuring data - Defining performance indicators
- Types of performance indicator: lagging indicator vs. predictive indicator
- Defining the data source: using aggregation formulas and reports
- Ensuring data quality and integrity.
Creating a dashboard in Smartsheet - Using widgets
- Defining the dashboard theme
- Use text widgets: Heading, Rich Text, Shortcut
- Add images and logos
- Use the Web Content widget to reference internal or external content
- Display key data using the Metric widget
- Display details using the Report widget
- Synthesize information with the Diagram widget
Automate and update the dashboard
- Define update frequency
- Share the dashboard
- Use a form to filter the display
If you have any questions about registration, cancellation, schedules, language of instruction, etc. you will find answers in our FAQ.
Pedagogical details
Training architecture
Interactive lectures, practical exercises in Smartsheet and tip Sheets
Type of training
Skill development
Skill development and knowledge integration
Decision support
Basic knowledge
Training Notes
A Smartsheet license is required to create dashboards.
Private or personalized training
Do you have several employees interested in the same training course? Whether in person at your offices or remotely in virtual mode, we offer private training courses tailored to your team's needs. Group rates are available. Contact us for more details or request a quote online.
Request a quoteDuration
0.5 day
Schedule
See training dates for details
Regular fee
$390
Preferential fee
A preferential rate is offered to public institutions, to members of certain professional organizations as well as to companies that do a certain amount of business with Technologia. To know more, please read the "Registration and rates" section on our FAQ page. Please note that preferential rates are not available for online training courses. Discounts cannot be combined with other offers.
$350
Private or personalized training
Do you have several employees interested in the same training course? Whether in person at your offices or remotely in virtual mode, we offer private training courses tailored to your team's needs. Group rates are available. Contact us for more details or request a quote online.
Request a quote