15 Best Smartsheet Dashboard Examples

If you’re a data collector, analyst, or decision-maker in an organization, it’s essential to have all the data you need pooled together in order to create a more useful report.

With a Smartsheet dashboard, you not only get real-time visibility into essential resources and critical data, but you also see the status of the business via important metrics. Such metrics include critical key performance indicators (KPIs) that enable users to make better business decisions, faster.

Unlike a portal, which is a central repository for key information, a dashboard offers visual feedback on performances of different campaigns, projects, departments, or businesses. Plus portals contain image widgets, rich text and shortcuts, while dashboards display data in charts, graphs, and report widgets.

Here are our 15 best Smartsheet dashboard examples that can potentially save you time, offer clear communication, and drive your business goals in the right direction.

Best Smartsheet Dashboard Examples

1. Executive Dashboard

The Executive Dashboard displays the big picture of your organization. It consolidates KPIs into a graphical report that’s easy to read and allows you to select KPIs based on the goals of your organization and quantifiable success measures.

What this Dashboard Does

The Executive dashboard offers a real-time, accurate overview of your business at a glance with metrics such as:

  • Progress of strategic objectives
  • Tracking real-time status of planned versus actual spend
  • Displays a true health check of your business and major milestones of the future

With the Executive dashboard, you can get connected to the entire company or business via insightful streams of data. The dashboard also offers business critical information and company-wide visibility into KPIs so as to help connect employees to the business’ strategic vision.

The dashboard also delivers the right information from the various departments in the organization to help business owners and leaders make the right and best decisions.

By embracing critical visibility layers, this Smartsheet dashboard can help businesses:

  • Become more competitive
  • Strengthen connections between leaders, management, individual contributors, and stakeholders

People’s Response to This Dashboard

  • Helps save time and assess performance against initial strategies
  • Connects meaningful data and metrics
  • Accessibility on desktop and mobile devices
  • Helps move teams from insight to action

2. KPI Business Dashboard

KPIs vary from one company to another; one business may use customer loyalty, another uses net revenue, while the government may take unemployment rates into account.  Regardless of the KPI metrics you choose, it’ll impact your bottom line.

The KPI Business Dashboard is a great way to track the key metrics on your company’s performance.

You can use this KPI Business dashboard as it is or customize it to your needs so as to evaluate the critical factors to your company’s success.

What this Dashboard Does

The KPI Business dashboard comes in three different types: 

  • The Strategic/Executive KPI dashboard helps managers and executives at all levels of the organization see the information they need in order to understand the organization’s health and identify possible expansion and improvement opportunities.
  • Analytical KPI dashboards use data to help management and decision-makers understand trends by making comparisons across time and multiple variables. These dashboards often contain more information than strategic and operational dashboards.
  • Operational KPI dashboards, on the other hand, monitor operations in real-time. This way, users can get alerts on any deviations and the exact information they need to get operations quickly back to normal.

KPI Business dashboards are not only flexible and customizable, but their designs make data at every level easy to access and understand. Plus, the dashboards provide the following:

  • Displays data in graph and table formats
  • An eye-catching layout that makes it easy to decipher and share with others
  • A window into all your work with all the information you need in one place

People’s Response to This Dashboard

The KPI Business dashboard offers the following benefits to its users:

  • You can share the information with your colleagues
  • Easy to track progress towards goals
  • You can know where you need to adjust to reach your goals
  • Pre-made formulas calculate important metrics

3. Financial Dashboard

For finance teams and key decision makers in the business or organization, a Financial dashboard offers a wide range of uses. You can use it to track sales revenue, analyze the growth of your business, or make strategic decisions based on your company’s fiscal performance.

What this Dashboard Does

The Fdashboard allows you to see all your data in an easy and scalable way for your finance teams to check expenses, get approval from management and track refunds. Specifically, the Financial dashboard lets you:

  • Capture financial submissions through simple forms on mobile or desktop
  • Receive approval requests
  • Track and share statuses of share reimbursements with individuals

People’s Response to This Dashboard

The Financial dashboard offers a slew of benefits including allowing you to:

  • Compare financial data with year on year information
  • Make future performance-based estimates
  • Get a quick visual picture of your financial data

4. Sales Management dashboard

The Sales Management dashboard is the brain of any effective sales department. There’s a lot of complex data behind the sales team’s strategy and tactics that require analysis of each sales person in order to make the data effective.

With the Sales dashboard, it’s possible to create concise charts, clear results, and recommended actions from endless spreadsheets and SQL databases. With each widget in this dashboard, you can derive information about each person in the sales team from the sales people, to managers and the VP of sales for easier decision making.

What this Dashboard Does

In the Sales dashboard, you’ll find several elements that you’d find on other dashboards in this list, but not all. These include:

  • The title of the dashboard
  • A list of KPIs, tally metrics, and competitive numbers
  • An information widget to give important information to the team
  • Links to other data
  • Raw or curated subsets of data for managing the dashboard

People’s Response to This Dashboard

  • Highlights the need for different data classes and types in a dashboard
  • Displays how all the types and classes of data is logically linked in the dashboard
  • Offers just enough information for team members to locate vital information and management to make decisions
  • Doesn’t distract or clutter elements that take up room

5. Lead Generation Dashboard

The Lead Generation Smartsheet dashboard helps skilled sales teams assess their lead generation and conversion performance so as to stay on top of leads, speed up productivity, and exceed their quotas.

What this Dashboard Does

With the Lead Generation dashboard, you can enjoy several benefits whether you’re working independently or with a sales team. The dashboard lets you:

  • Get a clear picture of your most successful lead sources
  • See your conversion rates
  • View your goals and proximity to reaching those goals

People’s Response to This Dashboard

  • The dashboard tracks the type and volumes of lead sources including sales team-generated leads, referral leads, leads from websites, or social media

6. Marketing Dashboard

The Smartsheet Marketing dashboard isn’t just for marketing and advertising firms, but for every kind of company.

The dashboard begins with the right KPIs and lets you gain real insights into how well your marketing department is performing and the real story about what works and what doesn’t.  

What this Dashboard Does

The Marketing dashboard comes in different types, each of which collects your marketing critical metrics and KPIs into an intuitive display to help you understand your performance in one step.

Specifically, the Marketing dashboard does the following:

  • Offers insight into where you can go in the future, not just where you’ve come from
  • Pulls visual information from multiple data sources and updates them in real-time

The different marketing dashboards you can use in your business include AdWords Marketing Campaign dashboard to track ROI and ensure appropriate costs to acquire leads compared to time and investment.

Other dashboards include the CMO Marketing, Content Performance Marketing, Marketing Channel Analysis, Marketing KPI, Marketing Qualified Lead (MQL), Sales Qualified Leads (SQLs), and Web Analytics Metrics dashboards.

People’s Response to This Dashboard

  • Can be customized in several ways to make the most sense for internal or client use
  • Allows you to add web-based elements like email, news, and more
  • Simple template to use
  • Offers marketing performance metrics at a quick glance
  • Helps you gauge campaign successes
  • Tracks key metrics to drive making of marketing goals and decisions

7. Social Media Dashboard

The Social Media dashboard comes in various templates including a social media monitoring dashboard and social listening dashboard to help you monitor your performance on multiple social channels.

What this Dashboard Does

The Social Media dashboard lets you monitor all your social channels in a single report. You can use the dashboard to:

  • Track audience engagement
  • Make strategic decisions as to where to focus all your marketing efforts
  • Collect any and all brand, product, service, or company mentions on social media
  • Track online conversations about a phrase, brand, or word and analyze the conversations to inform strategy and marketing tactics

People’s Response to This Dashboard

  • It helps refine brand messaging
  • Monitors performance across various social media platforms

8. Project Management Dashboard

With Smartsheet’s Project Management dashboard, you can track project status, manage issues as they arise, and communicate the project’s progress status with your team and stakeholders.

What this Dashboard Does

The Project Management dashboard is easy to use when you want to represent all your data on project progress visually in one place.

The dashboard does all these by tracking timelines, task statuses, financial information, revisions, risk analysis, and more.

Ideally, the dashboard helps you do the following:

  • Streamline your project management process
  • Keep projects on schedule and within budget

People’s Response to This Dashboard

  • Facilitates communication with stakeholders and team members
  • Can switch between views of the same data
  • Quickly communicates project status
  • You can share the big picture view and report the most important data with team members and stakeholders

9. Development Operations (DevOps) Dashboard

The DevOps department combines software development, testing, operations methodology, and more to deliver services and applications.

In addition, DevOps promotes ongoing, frequent, and real-time collaboration between IT operations and developer teams because software development is a strategic asset for all sizes of businesses or organizations in the global economy.

It’s therefore critical to create an environment that shows everyone when and where the progress isn’t achieving goals for the business or customer.

What this Dashboard Does

The DevOps culture is reinforced by Agile and Lean principles and cultures along with a focus on quality and service. This DevOps dashboard offers the following benefits:

  • Promotes much-needed open collaboration and communication
  • Helps measure and share data required to keep projects on track and feedback loops amplified

People’s Response to This Dashboard

  • Helps keep developers on track for projects
  • Highlights features, unresolved issues, and releases to support an Agile approach
  • Useful for communication among the DevOps team
  • Helps monitor performance and ensures smooth running of development processes

10. Digital Marketing Dashboard

For digital marketers and sales teams, the Digital Marketing Smartsheet dashboard helps in many ways especially to review digital marketing channels performance.

What this Dashboard Does

The Digital Marketing dashboard is designed to help marketers do the following:

  • Review digital marketing campaigns across various digital channels or platforms including paid advertising
  • Track return on investment on digital platforms including costs, traffic sources, and revenue among other metrics

People’s Response to This Dashboard

  • Can span multiple channels
  • Aggregates all digital marketing activities
  • Surveys services and marketing metrics to track including social media, AdWords, and Salesforce

11. Email Marketing Dashboard

The Email Marketing dashboard is designed to help businesses and organizations monitor their email marketing efforts. It does this by allowing sales, marketing, and digital marketing teams to track leads, subscribers, and other KPIs across the different platforms.

What this Dashboard Does

You can use the Email Marketing dashboard to get a clear picture of what works and what doesn’t, while adjusting your email campaigns as required. Specifically, the dashboard provides:

  • A display of key metrics to demonstrate your email campaign performances and ROI
  • Shows metrics such as click and open rates, number of generated leads, and more

People’s Response to This Dashboard

  • Helps determine the content that resonates with different audiences
  • Helps companies know what content needs to be rethought in order to reach business objectives

12. Product Metrics Dashboard

The Product Metrics dashboard is particularly targeted at senior executives, managers, and product teams to help them define, track, and report on their key product development metrics.

What this Dashboard Does

The Smartsheet Product Metrics dashboard takes a deep dive into your product development and related metrics to offer information that helps you:

  • Track product revenue and time to market
  • Define, track, and report key product metrics

People’s Response to This Dashboard

  • The template offers a simple layout to view metrics on a wide range of products
  • Useful for KPI documenting and creating consistent reports for stakeholders

13. Supply Chain Dashboard

For different companies, especially the large ones, there’s a need for a dedicated team to manage a whole supply chain in each area of the chain.

These areas range from suppliers who need to create a specific product for the company to nodes or links that include manufacturers of different parts. Other areas include the completed product, warehouses for storage, distribution centers, and the final retail store where consumers purchase the product.

The Supply Chain dashboard comes in to help the company review and monitor the whole supply chain process.

What this Dashboard Does

Specifically, the Supply Chain dashboard helps the procurement and store managers do the following:

  • Review inventory
  • Check efficiency of the supply chain process
  • Review orders
  • Monitor the performance of the chain with KPIs
  • Identify opportunities for greater outcomes upon meeting success measures

People’s Response to This Dashboard

  • Helps supply chain managers understand logistics, flows, and operations
  • Helps manage and streamline workflow
  • Helps understand and share inventory reports and more

14. Customer Relationship Management Dashboard

Customer relationships are every organization’s heart and soul, regardless if it’s a profit-making or nonprofit organization.

Customer Relationship Management (CRM) dashboards help organizations understand the reality of the customer relationships and what they need to improve in their interactions.

While there are different shapes and sizes of CRM dashboards, they share two key attributes: helping to improve sales outcomes and unlocking the productivity of your team members.

What this Dashboard Does

CRM dashboards are used for performing several different things within an organization such as:

  • Monitoring sales, processes, overall business opportunities, and performance
  • Enabling viewers to get a snapshot of data and KPIs that drive or don’t drive success
  • Performing deep dive investigations of underlying problems or processes
  • Providing information in real-time and business intelligence for measuring, analyzing, and acting on meaningful, actionable information

People’s Response to This Dashboard

  • They help identify exactly where and how opportunities are lost
  • Helps increase growth in customer satisfaction and lead conversions
  • Helps prevent escalating service tickets by employing predictive analytics that predicts cases that are most likely to escalate
  • Helps reduce customer complaints and improve cross-sell volumes

15. Human Resources Dashboard

A 2016 Grand View Research report found that the global market size for HR management was a whopping $12.6 billion and counting towards $30 billion by 2025.

This is so because people are the biggest factor for the success of any organization, which means companies need more efficient ways to manage their human capital.

Chief among these ways is to rely on data and analytics, which is why a HR dashboard is an indispensable tool for HR professionals.

Not only does the HR dashboard help HR teams to hire, retain, and onboard employees, but it also helps in tracking and decision making.

What this Dashboard Does

The HR dashboard can be built from scratch or bought as a dashboard app. Among the things it does include:

  • Displays a visual report of HR data including any metrics useful for a business such as recruitment, employee salaries and benefits, or employee satisfaction
  • Helps in measuring progress, nurturing relationships, and building culture and support
  • Monitors and manages key workforce metrics so that HR teams can address problems before they impact the organization
  • Digs into data to uncover causes of problems like cost of hiring for specific positions, high turnover, link retention of high performing staff to factors such as benefits, and more
  • Improves hiring processes as it saves time and money by helping managers make informed decisions on talent
  • Assessing employee performance more objectively as they evaluate workers for promotions

People’s Response to This Dashboard

The HR dashboard offers users several benefits, some of which include:

  • Simplifying information gathering and presenting data in a way that HR professionals can sort, analyze, and present to executive and management teams
  • Help communicate with staff and staying abreast of the happenings in the company
  • Visually engaging way of tracking important data
  • Helps in spotting trends and understands challenges or opportunities that are shareable with management
  • Helps improve retention and productivity
  • Helps HR teams understand commitment and dedication of team members

Wrapping Up

Dashboards and portals can be shared with anyone and viewed on mobile devices, but if you want to make better decisions faster, a Smartsheet dashboard is worth considering. 

These 15 best Smartsheet dashboard examples make it easy for businesses and organizations to plan, capture, manage, and report on different departments and their work from anywhere. This way, your team can be more effective and get a lot more done.

Not only that, but with real-time data and reports on key metrics, you have all the visibility you need into work as it happens so as to keep your teams connected and informed while empowering them to go above and beyond and make better decisions.

About Author

Tom loves to write on technology, e-commerce & internet marketing. I started my first e-commerce company in college, designing and selling t-shirts for my campus bar crawl using print-on-demand. Having successfully established multiple 6 & 7-figure e-commerce businesses (in women’s fashion and hiking gear), I think I can share a tip or 2 to help you succeed.