Dashboard with Filters - Best Practice

04/20/20
Answered - Pending Review

Hi all,

I am pretty new to Smartsheet and will need your help to build a dashboard. What is the best practice to create one?


GRID

I have multiple salespeople in my team, each of them have their own grid.

The grid looks something like this:

ID | Date | Stage | Comments

I am creating forms for them to fill up on a daily basis - which will make their lives easier.

In Stage, there are multiple values which they can choose from a dropdown list such as:

  1. Touch 1 - Customer did not pick up call
  2. Touch 2 - Customer did not pick up call for a second time
  3. Nurture - Perhaps customer will revisit next time
  4. Meeting Set - Face to face meeting set
  5. Evaluation - Met customer(or had an appointment with customer) now evaluating solution
  6. Dropped - Not interested/solution does not fit
  7. Sold


DASHBOARD

Now, I like to create an overall picture for management to take a quick look. The dashboard will look like this as attached.


I like to show piecharts of total calls, total meetings for a particular day and a particular salespeople. The tricky part is that total calls should only consist of (Touch 1, Touch 2, Nurture, Meeting Set) while total meetings will consist of (Evaluation, Dropped, Sold). Also, the detailed report for the filtered salesperson should also be displayed in a widget


This dashboard should also allow me to quickly filter (as you can see in red) a sales person and date.


What is the best approach with this? Thanks in advance!

Answers

  • Hi @Exxcellent

    It's currently not possible to create a filter in a dashboard the way you're looking to do (please submit an Enhancement request when you have a moment!). My suggestion would actually be to create multiple dashboards:

    1 . Overview Dashbaord with Team Totals

    This dashboard could have some other rollup data like total calls for the entire team, but most importantly it would have quick-links for each sales person's personal dashboard. This would be instead of a filter.

    Clicking on the link to the other dashboard would navigate the user to a new page in Smartsheet, but they could either click back in their browser to get back to the Overview Dashboard, or you could have a link in each sales person's dashboard to take them back to the overview.


    2 . Unique Dashboards per-sales person

    Then you would need to create individual dashboards per-person. Once you've set up one dashboard the way you like it, this would be pretty easy to duplicate, using the "Save as New" ability.

    On this unique dashboard you could then embed a Report for that specific user with the Report Widget.

    For the other Chart widget data, this would require a separate roll-up sheet where you can use cross-sheet formulas to create calculations and produce numbers based on criteria, such as using the COUNTIFS function.


    3 . Webinars

    If you're fairly new, I would suggest reviewing the two webinars below:


    If you're having any issues with creating the rollup summary sheet, please feel free to post again we'd be happy to help!

    Cheers,

    Genevieve

  • I'd like to do the same exact thing that was requested above. I've already submitted an enhancement request. Any chance we'll see this dashboard filter option feature added any time soon?

  • Hi @Jumana Bowes

    Thank you for submitting an enhancement request! That form goes to the Product Team so they can review your feedback directly. I do not believe that dashboard filtering is one of the updates coming in the next Dashboard release, so I currently do not have an ETA for when or if this feature will be included in Smartsheet.

    Cheers,

    Genevieve

  • @Genevieve P. does there happen to be an update for slicing/ filter capabilities of Dashboards?

  • Hi @Azia HM

    No, I don't have an update in regards to this feature request. Please fill out the Product Feedback form, here, to detail your own use-case and let them know this is something you would also find valuable.

    Cheers,

    Genevieve

  • I appreciate that this is not currently available.

    However, creating a new dashboard for every team member is unreasonable.

    It would be a nightmare to maintain and is not scalable.

    Rolling out a change to the source to add new data to the dashboard would require a manual update to all dashboards. Inevitably this would get to the point that half the team would have the updates while the other half did not as it was being rolled out.

  • I have submitted a feature request for this as this is something I need for my Projects as well. My workaround was unfortunately creating 12 dashboards for each team member.

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