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How to create and edit a dashboard on Smartsheet

Joseph Lee
Nithil Shanmugam
January 2, 2024

How to create and edit a dashboard on Smartsheet

Overview:

Efficiently manage your projects with Smartsheet by mastering the creation and editing of dashboards. Organize and visualize data seamlessly, enhancing user experience and simplifying navigation. This guide offers a step-by-step process for crafting and refining dashboards in Smartsheet, empowering you to optimize project oversight and clarity within the platform. Elevate your project management strategies with this comprehensive guide on creating and editing dashboards in Smartsheet.

1. Get started by creating a new dashboard

1 Click here

2. Access the Dashboard section

2 Click on "Dashboard"

3. Assign a name to your Dashboard and confirm with 'OK'

3 Click on "OK"

4. Ready to start editing? Select 'Edit Dashboard'

4 Click here

5. Now, click 'Edit' to make adjustments

5 Click on "Edit"

6. Enhance your dashboard by adding a widget

6 Click on "Add Widget"

7. Choose the widget type to represent your data

7 Click on "Metric"

8. Input the necessary data for the widget

8 Click on "Add Data"

9. Hit 'Save' to secure your dashboard setup

9 Click on "Save"

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

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Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker