Creating and Sharing Dashboards

Dawn_ATX

Hello Community!

I am starting to get really good at creating dashboards, but wanted to chat about best practices. I can foresee the need to create externally facing dashboards for our customers but wondering what the best way to do that is so that it doesn't become super time consuming.

• Is it best to create a copy of the internal project dashboard and then modify the source sheets / reports?
• Can I simply hide some of the information on the underlying sheets / reports and then create a copy of the dashboard to then share with customers?
• Is there a fast / easy way to share with customers? What is the best practice?
• Is there a best practice for this following example: let's say I have Toys R Us as my customer, but they have 20 stores they want to onboard. Is it best practice to have one workspace per store but then on the dashboard the customer can see a rollup of how each store is doing at a high level?

I think that's it for now. Thank you!

Amber Eakin

Hi, @Dawn_ATX ! Do you have Control Center? It sounds like that might be the solution for you because of its blueprints.

https://help.smartsheet.com/articles/2476746-smartsheet-control-center-overview

Dawn_ATX

@Amber Eakin hello! yes, we do, but we only have limited blueprints with our package i believe.

Amber Eakin

Thanks, @Dawn_ATX . Aside from the Control Center, here's what I do.

• Is it best to create a copy of the internal project dashboard and then modify the source sheets / reports? I believe so. I have a large dashboard I use as a template with lots of options and then pare it down for individual needs.
• Can I simply hide some of the information on the underlying sheets / reports and then create a copy of the dashboard to then share with customers? Yes, there is a handy way to limit report widgets access: https://help.smartsheet.com/articles/2480331-control-what-people-see-report-chart-widget
• Is there a fast / easy way to share with customers? What is the best practice? Publish and provide the published link: https://help.smartsheet.com/articles/2289957-sharing-a-smartsheet-dashboard
• Is there a best practice for this following example: let's say I have Toys R Us as my customer, but they have 20 stores they want to onboard. Is it best practice to have one workspace per store but then on the dashboard the customer can see a rollup of how each store is doing at a high level? I'm going to defer to someone else, as I don't often encounter this situation.

Best of luck!