Request for Enhancements in Smartsheet Dashboard and Forms

212629278

Dear Smartsheet Support Team,

During daily usage of Smartsheet for Quality Control and Operations management, I have encountered several limitations that, if improved, would significantly increase efficiency and usability. I would like to request your consideration of the following enhancements:

1. Dashboard Filtering:
   • Ability to select filters (e.g., month, quarter, category) directly on the Dashboard, with automatic updates of related charts, metrics, and reports.
2. Quarter Selection:
   • Add support for selecting Q1, Q2, Q3, Q4 as a filter on the Dashboard or Reports, instead of relying only on manual formulas or pre-configured reports.
3. Dynamic Date Controls:
   • Provide built-in options to display “current month,” “first day of last month,” and “last day of last month” dynamically in dashboards/reports.
4. Dashboard Display on TV Screens:
   • Improve scaling and font size adjustment so dashboards can be clearly displayed on smaller TV/monitor screens in production areas.
5. Dynamic Forms:
   • Enable conditional logic in forms (e.g., showing different checklists based on process type like PWHT or general inspection), instead of creating multiple separate forms.
6. Data Review & KPI Tracking:
   • Add more flexible filter options for concerns/approvals (e.g., counting only “Approved” items by quarter, with a simple selection button on the Dashboard).

These improvements would greatly enhance real-time monitoring, reduce manual workarounds, and support better decision-making across teams.

Thank you very much for considering these feature requests.

Best regards,
Ta Van Truong

Georgie

Hi @212629278,

Thank you for providing your feedback! However, since there are 6 separate requests in the same post, I've removed this post from the Product Ideas section - each individual idea needs to be its own separate post so that other members can vote on which one they agree with, and so that the Product team can post updates for each item as they likely won't all be addressed at once.

I found similar ideas here:

• Dynamic Filter on Dashboards
• Complex Form Logic Conditions based on Multiple Fields (AND/OR)
• Conditional form logic based on answers to prior questions
• Conditional Charts in the Dashboard
• Dashboard Display Configuration - Portrait Mode

Please add your votes to the above posts if they match your suggestions. If these are not close enough to what you're wanting, please create a separate unique post for each separate idea so that other members can vote on the ones they want to see Smartsheet implement as well.

Thanks,

Georgie