Creating powerful dashboards in Smartsheet
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.
Is it for you ?
Anyone implementing tracking and collaboration tools in Smartsheet.
Prerequisite
None.
What You'll Walk Away With
- ✓ Real-time visibility of project progress and KPI status
- ✓ Anticipation of potential problems
- ✓ Share information with stakeholders
- ✓ Fact-based decision-making
Training content
In this course, you'll learn how to create and maintain dashboards in Smartsheet to automate process and project tracking.
1 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
2 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.
3 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
4 Automate and update the dashboard
- Define update frequency
- Share the dashboard
- Use a form to filter the display
Keep in Mind
A Smartsheet license is required to create dashboards.
📌 Practical information
Our training sessions are offered in Montreal or Quebec City, in person or in a virtual classroom. Dates and locations are specified when you select your session below. If you have any questions, check out our FAQ.
