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Smartsheet Dashboard Training Course
Welcome to the Smartsheet Dashboard Training Course
Welcome and Introductions (1:39)
What to Expect (1:15)
How to get the most out of this course (1:13)
Intro to Dashboards
Dashboard Overview - what they are, why you want them, and a conceptual look at what we are looking to build. (5:12)
What a project dashboard can look like in Smartsheet (1:40)
Dashboards vs Portal (3:27)
Setting Up Your Data
Defining your KPIs & Dashboard Data (4:00)
Organizing your Account (2:15)
Building the required resources (2:31)
Setting up your dashboard data (10:29)
Bridge pages, data analysis and dashboard prep (18:56)
Creating Dashboards
Setup and widget options (2:22)
Adding Metrics, Reports, Graphs and Charts (15:04)
Formatting Dashboards
Changing colors, fonts, themes, styles to make your dashboard easy to understand and impactful (14:57)
Adding Dashboard question/feedback forms (6:22)
Sharing Dashboards and Privacy
How to share/restrict Dashboard access and privacy concerns (4:06)
Continue Your Learning...
Learn the Full Functionality of Smartsheet here...
Learn Smartsheet Formulas here...
Other Ways To Continue Learning... (0:56)
Course Conclusion
Useful resources
Require Smartsheet Consultancy?
Teach online with
Adding Dashboard question/feedback forms
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