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.
Objectives
By the end of the course, participants will be able to create and manage dashboards in Smartsheet to track processes and projects.
Is it for you ?
Anyone implementing tracking and collaboration tools in Smartsheet.
Your benefits
Content
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.
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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
Notes
A Smartsheet license is required to create dashboards.
💡 Useful information
Our training sessions are offered in Montreal or Quebec City, in person or in virtual format. Dates and locations are provided when you select your session below. If you have any questions regarding registration, schedules, the language of instruction, or cancellation policies, please consult our FAQ .
Trainers
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.
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