Onboarding multiple accounts

untrepreneur

I've just started using Smartsheet because visually this makes the most sense to me and I love the customization. I'm trying to figure out how to track on boarding of multiple accounts.

I am in the B2B world and I have 30+ accounts right now to set up with on board. I have to tasks that my business needs to be responsible for and I have to track an email onboarding series for my accounts.

I have an onboarding template that I've customized to fit my needs and this template is used for each account. I don't see a way to have one master sheet that just contains tabs so that all of this information is kept in one place. When making a dashboard it seems that you can't connect multiple data sources, or a workspace. I want to see in total how many outstanding/in progress/completed tasks I have across all my data.

Am I missing something that is very obvious?

Screenshot 2023-06-18 at 8.59.55 PM.png

Julie Fortney

Hi @untrepreneur,

There are lots of ways you can pull data from multiple sources into a dashboard; it just depends on how you want to view it. If you are looking for metrics across your projects, Control Center is a great option to easily summarize your projects. It's a premium add-on, but it's not a deal-breaker if you don't have it.

Here are some options if you don't have Control Center:

1. One thing I like to do for a nice visual is to pull sheets into a report, then use the Group and Summary functions to provide you with some metrics. You can reference an entire workspace in a report. Here is a nice help article about those functions: https://help.smartsheet.com/articles/2482078-build-a-row-report-with-report-builder
2. You can also create sheet summaries on each sheet, then pull those into a sheet summary report: https://help.smartsheet.com/learning-track/smartsheet-intermediate/sheet-summary-reports

If you have more details on what data you want to see on a dashboard, and how you want it to look, I'm happy to provide additional ideas.

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