Dashboards are a powerful feature in SmartSuite used to better visualize and gain insights into your data. Join Customer Onboarding Specialist, Emma Montgomery for this workshop to learn the ins and outs of creating dashboards for your team. Having worked with hundreds of customers, she looks forward to sharing best practices for data visualizations.

Chapters:
00:00:00 - Introduction to Smart Site Resources
00:02:14 - Introduction to Smart Suite Training
00:04:30 - Creating a Dashboard
00:06:58 - Creating a Dashboard with Custom Widgets
00:09:16 - Counting assigned and unassigned tasks
00:11:36 - Adding Charts and Widgets
00:14:02 - Filtering Projects for Completion Status and Open Projects
00:16:51 - Visualizations and Budgeting
00:19:22 - Creating a Comparison Metric for Completed Projects
00:23:03 - Templates and Budgeting
00:25:49 - Adding Programs and Creating Dashboards
00:28:21 - Creating a Budget Field
00:31:02 - Calculating the Cost of the Task
00:33:53 - Formula Troubleshooting
00:36:33 - Advanced Functions and Budgeting
00:39:11 - Customizing Filters and Widgets
00:42:23 - Assigning Permission
00:45:12 - Adjusting Project Assignments
00:47:55 - Dashboard Development Updates
00:50:19 - Using Forms for Data Input

Download templates used here:
OKR: https://app.smartsuite.com/?solutionT...
PMO: https://app.smartsuite.com/?solutionT...