The idea:Allow users to add filter controls directly on a Smartsheet dashboard that dynamically filter all connected charts, metric widgets, and report widgets simultaneously — similar to how slicers work in Tableau or Power BI.
What this would look like:A user could add a filter widget to their dashboard with options like:
- Dropdown to select a Division
- Dropdown to select a Month or Quarter
- Dropdown to select a KPI Type (Activity, Outcome, Pipeline)
When a selection is made, every chart, metric card, and report on the dashboard updates instantly to reflect that filter — no rebuilding reports, no maintaining separate helper sheets per time period.
Why it matters:Currently, building a dynamic dashboard in Smartsheet requires maintaining separate helper sheets, summary fields, and report filters — all of which have to be manually updated when the time period or audience changes. This creates significant maintenance overhead and limits how useful dashboards can be for end users who aren't Smartsheet administrators.
Interactive filtering would make Smartsheet dashboards truly self-service — a sales VP could filter to a single division or quarter on their own without any backend changes, making the platform dramatically more powerful for executive reporting use cases.
