Setting up Dashboard Visualizations in SmartSuite: Workshop

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/?solutionTemplates=solution5fb81e7e6b22670f80ecd6c3 PMO: https://app.smartsuite.com/?solutionTemplates=solution5f4f985707b3ff7de1b70ae4