A Smart Dashboard is a program that will display robot data in structured report form with graphs and tables. The Smarter Dashboards help you by offering reports and an analysed view of the data in real time:

• Display selected data while the program is running, for direct insights and a live view into the organisations statistics and workflows.

• The data can be displayed as simple text fields or more elaborately in many other display types like graphs, dials and so on.

Managing Data Integrity

But how do you make sure the data is connected to the right sources, and manage data integrity? You can connect the Smartsheet directly into your database or ERP systems making them Smarter Dashboards.

And how do you ensure that the reports and dashboards are available to the right personnel so the data is understood in the correct context? Our Smartsheet consultants can help you integrate your systems into Smartsheet and help you tailor the reports to present an appropriate view for each team.

What is the benefit of dashboard in Smartsheet?

Business dashboards connect users with data at-a-glance in real time

Dashboards help you tailor a view of your data. At Smarter Business Processes we can help you surface the right information and present it to appropriate team members.

We can also help you to automate your smart dashboards to ensure prompt and streamlined reporting. And we can set up access for remote teams to view and add to the data even if they are offline, and staying in sync when they are able to reconnect.

Smartsheet Dashboards give data clarity and perspective

Helping you surface the right information at the right time, so you can make better decisions faster

Smartsheet Dashboards are a great way to get quick, visual status updates of any combination of your team’s work and projects.  See live summary reports of goals, get reminders of important deadlines and follow links to key documents – all in one customizable view.   Available as part of Smartsheet Business and Enterprise Plans.

Slice and analytical functions work well in smart sheets

Many customers ask – Is there a slicer in Smartsheet? Use slices to filter your table data. It enables you to focus on one data set at at time, by only including some of the rows and some of the columns. So yes there is a slicer and filter option in Smartsheet.

In Smartsheet you can also filter by any cell data type. This enables you to view and and analyse the smallest segments of the data for further clarity enabling informed decision making.

Plus the dashboards are customisable and interactive. So they can be used to show and track specific data content.

In addition you can connect the Smartsheet dashboards to enterprise data to give visibility and inform real time decision making.They provide a powerful real time view of critical data.

You can add widgets

Microsoft Power BI – Powerful interactive Smarter Dashboards

Integrate Smartsheet, Excel or Google Sheets or any combination with  Microsoft  Power BI to create powerful interactive graphical dashboards so you can make good decisions based on real time results. This is available as a Microsoft 365 cloud account add on.

Let us help you Design your Smarter Dashboards

Our expert consultants can help you set up your workflows and dashboards using the most suitable tool for the job,  transforming your company’s data into rich visuals for you to collect and organize and leaving you time to focus on what matters.

Stay in the know, spot trends as they happen, and push your business further.

Get in touch to arrange a free demo and consultancy call  to discuss your needs.  We’d love to hear from you.

The post Smarter Dashboards appeared first on SmarterBusinessProcesses.

The Challenge

The team at SIP Build UK have been using a purpose built tool for their pre sale process, which is effective and efficient for their needs. However, they were experiencing problems once the orders came through to the Design and Manufacturing departments. 

The orders were being tracked and maintained in silos with multiple MS Excel sheets, which were being manually updated across the departments. The need to duplicate data was time consuming, and date changes in one department weren’t showing the cascading effect they have across other areas of the business. Ultimately there was a lack of visibility across the organisation on the status of all the jobs.  

SBP were asked to provide a project tracking solution where;

1. Visibility of all projects was possible across the relevant teams.
2. The impact of date changes showed immediately.
3. Dates were planned from the Estimated Project Date but then superseded by the actual dates of tasks.

The Solution

SBP created a project tracking solution with an intake sheet and multiple job sheets. The way the jobs needed to plan and report dates meant that inbuilt dependencies were unable to be used, therefore with extensive formulae the cascading required for date data flow was created.  Separate manufacturing sheets monitoring build elements were linked through to the job sheets too.  This was delivered with a detailed portfolio dashboard, tailored specifically for their requirements.  

SBP also streamlined the intake → job sheet creation process using an API program.

Testimonial

Smartsheet has revolutionised our operational processes.  We have up to date information and notifications that tell the relevant team when action is required.  The information is at your finger tips and the time taken waiting for individuals to respond has reduced dramatically.  The development work was both responsive and knowledgeable – so much so we have already been back for another system to add in!!! Thank you SBP for helping us achieve vision and transparency.

Chris Duckworth – Managing Director – SIP Build UK

The post Smartsheet Project Tracking Solution helps streamline SIP Build appeared first on SmarterBusinessProcesses.

We love the global feel of our webinars and it was great to be joined by clients from both sides of the Atlantic. While delegates came to us with a range of levels of Smartsheet knowledge, everyone was able to gain something from the session. 

CTO Dr James Harris got a great response with his live demo on Smarter Dashboards, where he showed how to manage timesheets and meeting minutes using web-based dashboards embedded into Smartsheet. These solutions showed how you can dynamically slice and dice Smartsheet data, or can add/update data into existing sheets directly from your Smartsheet dashboard. 

We were delighted to welcome Debbie Priest from NHS Tayside who took us through her Smartsheet dashboard environment, showing how linked dashboards can provide a very effective company intranet, with a layout that lends itself to mobile phone use as well as via desktop.

Feedback for the webinar speaks for itself:

These webinars are great, really informative.

This is awesome!! I love this control panel solution and ability to filter dynamically within a dashboard! I can think of loads of places where we could use this.

Wonderful stuff!

Catch up on the live recording below, and you can watch this along with other previous webinars and demos over on our Youtube page. 

Join us for Webinar #6, on Wednesday July 21st when we’ll cover Tips and Tricks with Smartsheet Forms.

Register now or subscribe to our Tips and Tricks mailing list for the latest in Smartsheet.

The post Webinar #5. Dashboards. What Did You Miss? appeared first on SmarterBusinessProcesses.

How are you using Smartsheet Dashboards?  As a portal?  As a portfolio overview? Is your Smartsheet Dashboard doing everything you need it to? Are you getting the right data from the right source to the surface at the right time for the right audience?

This month we are delighted to introduce special Guest Speaker and Smartsheet Champion, Debbie Priest, Project Manager from NHS Tayside. Debbie will showcase how she has taken Smartsheet Dashboards to the next level. We’re very proud of the work we’ve done in partnership with the NHS this year, and we’re thrilled to have Debbie join us. 

Following Debbie’s demonstration, our CTO Dr James Harris will show how you can enhance the core product, using extra web technology to help clients achieve their dashboards wish lists.  The main focus for this section of the webinar will be showing how you can produce dynamically changing data in reports and charts, by selecting filters through widgets embedded on the dashboard. Very exciting!

As always, our team of experts will be monitoring the chat window and answering any questions raised within the demonstration allowing time for Q&A afterwards too.

We can’t wait to see you there!

Register now for Wednesday June 23rd at 16.00 BST.

And don’t forget, you can Subscribe to our regular Tips & Tricks emails and get alerted about our latest Webinars. Subscribe to our YouTube channel too and keep up to date with our lates solutions and past Webinars

The post Smartsheet Tips and Tricks Webinar #5. Time to Talk Dashboards. appeared first on SmarterBusinessProcesses.

Gain Visibility Into Real-Time Information

Dashboards are designed to give you and your stakeholders real-time visibility into work progress. Since your work is unique, you don’t need to conform to pre-built dashboards. You can fully customize your dashboards through simple, easy-to-use widgets that look great on desktop or mobile, without needing any help from IT or having to learn how to code.

At Smarter Business Processes our Smarter Dashboards can help you to connect with your databases in real time to ensure data integrity. Plus they can tailor reports and report views for individual project groups or teams. This ensures that reporting is data integrity is better and reporting is faster with Smartsheet.

How can I make reports faster with Smartsheet?

Widgets can pull real-time data from where you store and track information. Are you tracking projects in a sheet? Add a link to the sheet or an icon that links back to a sheet. Just want to show select data points from a sheet? Use the metric widget to show information from individual cells.

Need to embed a report showing the latest status across initiatives? There’s no need to do extra work — simply add the report widget. You can also add rich text, titles, attach files, and display images to give others the context they need to understand your information. This makes reports faster with Smartsheet.

The best part is that once you build your dashboard, it’s always up-to-date. You don’t need to constantly maintain it or manually enter the latest metrics into your dashboard, since your widgets are pulling directly from your data sources.

Reports made faster with Smartsheet

The beauty of using Smartsheet is the ease with which you can delivery tailored reports, in sync with organisational databases, in real time to project teams.

Whether you need to view data in real time to make informed decisions, or you need to review and input when on site and off line, for speedy data entry, Smartsheet will enable you to keep up to date and gather information in sync.

Learn More

Visualize Data With Charts to Make Decisions Faster with Smartshe

Visual representations of data can help you cut through the noise and quickly spot trends in your business. That’s why we’re giving you the ability to chart your Smartsheet data in our new dashboards. Using a simple widget, you can select from four familiar chart types: bar, column, line and pie.

These charts pull real-time data from sheets, so you can analyze progress at a glance and quickly take action.

Dashboards Work for Everyone

Whether you’re a CIO in need of executive-level insights, a sales manager looking to share pipeline activities, or a program manager wanting to share high-level status information, Smarter Dashboards are designed for you.

CIOs who use dashboards always know the health of their portfolio. They get accurate, real-time views of their entire portfolio. They can compare current spend on strategic objectives, track budget vs. actuals, see project status, and more — all in one place. It can be smarter and faster with Smartsheet.

Sales managers who use dashboards know exactly what their pipeline looks like. They can easily move from high-level overviews into the details. Pipeline activity, deal status, and key metrics are never more than a click away. And so reporting is more timely and more convenient because it is always faster with Smartsheet.

Program managers who use dashboards effortlessly stay on top of their overall program status.  They have visibility into every aspect of their project portfolio, from key project metrics and status information, to supporting documentation.

Client Testimonial from Oscar Gonzalez, Manager — Program Planning at Karyopharm Therapeutics who uses dashboards to manage clinical trial programs. 

“We are testing new treatments in oncology and other indications in more than 300 hospitals and clinics across more than 20 countries. Maintaining real-time visibility across our trial portfolio is critical to keeping us on track and our executives informed. Smartsheet dashboards allow us to do that and new charts will now allow us to display enrollment projections, so that project teams can see the projections for the coming months.”

Get the Information You Need When You Need It

No matter what your role in an organization, our easily-configurable dashboards give you the right information at the time, so that you know what you need to know to make better decisions without having to track down relevant data.

Here’s a look at how dashboards can help your organization increase visibility into real-time information, spot emerging trends, and quickly act on data — all without help from IT.

For more information on how to add a chart to your dashboard, read our help article.

Dashboards are available to Smartsheet customers on Business or eligible Enterprise plans. If you’re on a Team or Individual plan and interested in upgrading your plan, contact our team today. 

The post Make Better Decisions Faster with Smartsheet Dashboards appeared first on SmarterBusinessProcesses.

This new feature lets you create a customized window into your work, so you have all the information you need to maximize visibility and drive smarter decisions.

Sights is available on the Business Plan and Enterprise Plan

Smartsheet Sights, a simple way to get quick, visual status updates of any combination of your team’s work and projects.  See live summary reports of goals, get reminders of important deadlines and follow links to key documents – all in one customizable view.

Explore the Smartsheet Sight Gallery

With Sights you can create more than just a snapshot update of the work being done daily; you get deep insights at a glance. Smartsheet Sights empowers you to make smarter decisions faster to improve your business’s performance. All of this is achieved with an intuitive and self-configurable interface that puts you in control of your work.

Interested in learning more?  Contact Us, we’d love to hear form you!

An example of a Sight as an IT project program tracking expenses, head count, resources, and status reports.

An example Sight showing team resources and tasks, live status, and key metrics.

Self-service customization in an intuitive interface

Our continual goal is to keep Smartsheet a self-service, intuitive platform that requires no training. No code hacking, no waiting for a homegrown solution — our Sights interface provides customizable widgets, a simple drag-and-drop interface, and stylistic options that go right down to your font size. Managers can drill into specific data elements to easily find out more information without interrupting their team’s work.

An example of a Sight tracking key milestones of 750 site installation projects.

All of this provides a way to organize and draw attention to whatever information and data you believe is most important. What’s more, this launch is paired with another new feature to share your team’s workspace or Sights for one more way to increase collaboration. With the freedom to change how you see and share work, you’ll enhance your organization’s speed and performance by empowering leadership and your team to make better decisions.

The post New in Smartsheet: Make Smarter Decisions With Sights appeared first on SmarterBusinessProcesses.

Picture your work in more ways. Visualize who is doing what from every perspective, at the task, project, team and enterprise levels, and get the right message to the right person.

From displaying your sheet as a Gantt chart to revealing patterns of collaboration with the Account Map tool, Smartsheet helps businesses visually explore the resources, processes, and content in every project.

Choose from an array of symbols that visually describe where an item is headed with trend arrows, order priorities with flags, stars, or exclamation marks, and rate items for things like difficulty, cost, strength, or pain.

View your sheet as a calendar or gantt chart and when it’s time to present your chart, use Office Timeline to create beautiful visual representations of your project plan.

Create charts and maps with your Smartsheet data using apps from the Smartsheet App Gallery.

Smartsheet also makes it easy to work with data in popular analytics tools like Excel and Tableau.

Visualizing our work, with symbols, project plans, and dashboards, can quickly convey a complicated idea and make that idea stick. It streamlines communication, and gets the right message to the right audience.

How will you visualize your work?

Contact us to arrange a Free initial consultation to discuss your needs – we’d love to hear from you!

The post Picture Your Work with Smartsheet appeared first on SmarterBusinessProcesses.