How to Build a Dashboard in Smartsheet | Metrics + Graphs in Smartsheet | Project Dashboard Basics

A step-by-step tutorial on How to Build a Dashboard in Smartsheet from scratch. Watch an expert create a dashboard from start to finish in under an hour. With a focus on DIY from basics to advanced dashboard skills, Kelly creates a Project Dashboard during this value-packed live webinar.
Learn how to add different types of metrics and charts to a Smartsheet Dashboard and configure them.
Learn how to connect sheets and reports to highlight the most important information.
Tips and tricks on how to save time and make your dashboard more meaningful to viewers.
Kelly Pratt from Echo Consulting has created hundreds of dashboards for dozens of clients and she shares best practices on how to create dashboards that are meaningful, user friendly, and incorporate Smartsheet new features and best practices for the best results.
Looking for support with your Smartsheet solution? Connect with us to see how we can help: www.echoprojectmanagement.com...
Video Highlights
Start: 00:00
Dashboard basics and why you need them 2:19
Current User Dashboard 4:12
Project View Dashboard Example 5:59
Project Timeline 16:25
Gantt View 20:02
Building Charts 25:24
Grouping in Graphs 40:58
➡️ Resources for You:
Our Website - echoprojectmanagement.com/
Meet with Us - www.echoprojectmanagement.com...
Our LinkedIn - / echo-consulting-pm
Subscribe Here: czcams.com/users/EchoConsult...
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[@angmarbar11]

Thank you, I found this very helpful!

[@echolocity]

So glad to hear that! Thanks for the comment! We really appreciate it!
All the best with your dashboard!

[@asherahmed3679]

Very helpful👍🏻

[@echolocity]

Awesome! Glad it was helpful!

[@glendanavarro658]

Thanks! very helpful. I noticed that you created other smartsheets with filtered data to show the right info like by "assigned to" to link them with the widgets, my question is: how do you keep those files updated if the original data is on the original/general Smartsheet? the idea is to keep the created dashboards automatically updated, isn't it? (hope you understand my question).

[@echolocity]

Hi @glendanavarro658 - dashboard widgets are made up of reports and metrics sheets, which pull from the data on the sheet(s) you're reporting from. Every time a change is made to a sheet, the reports automatically update, and therefore the dashboard is always current. Hope that helps - thanks for watching!

[@tolevelup]

This was VERY helpful !!! Can I purchase the reports/sheets/dashboards in this video?

[@echolocity]

So glad it was helpful! At the moment we do not have reports, sheets, or dashboard templates available for purchase - but we do have a lot of free downloadable resources on our website! You can find those here: www.echoprojectmanagement.com/templates-worksheets

[@anakalargyros7295]

Could you share formula used for Tasks/Activities due this week, next week, etc..

[@echolocity]

We have several different approaches, including formulas, metadata sheets, etc. We will add this to our video request list, because it requires a bit more explanation. Thanks for the comment!

[@mikes361]

Good video but the guy with the green flannel shirt looks like he is ready to go off, Feeling ok today? lol

[@echolocity]

Thanks Mike! - Out of curiosity - do you think it is better to have the participants shown or do the stricter webinar and not show them and not have them able to speak up. We've gone back and forth. We like interaction with the audience - but we don't want it to be distracting!

[@uzochukwuanakwenze4208]

@@echolocity Nice presentation. New to Smartsheet and this software is also new to my role as a Project Planner (we use P6, MS Project, ASTA). I think it's better to have everyone put off their cameras during the presentation and have them on when one has a question. Keep up the good works.

[@ginarichardson495]

I'm here for Election day

[@mikes361]

Trump already won 2024 lol

[@echolocity]

Am I missing a reference?

[@dopeybugs]

The speaker says 'right?' A LOT; it's very distracting (similar to when speakers say 'like' or 'um').

[@echolocity]

Appreciate the feedback Kari! You are "right" ;) - Thanks! Hope to see you next time!

[@sobc2737]

You people complain a lot for the smallest crap. Listen, Watch, and Learn. These little call outs and complaints are just plain stupid.