Membership Report
I have to do a monthly membership report for my clients. Right now we use excel. I'm wanting to use smarsheet and have a dashboard that allows graphs and charts. Does anyone have a template that can share or share ideas?
Best Answers
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Hi Karrie,
The Solution Center within Smartsheet has a number of templates you may find useful.
There's an Asset Management template set that has a dashboard with many widgets/charts and a published sheet (click here).
This Client Implementation dashboard has a different view (see here).
Keep in mind that all of these templates can be downloaded & then adjusted as needed for your specific scenario. You may also want to look at the page on our website that has a number of dashboard examples: https://www.smartsheet.com/content-center/product-news/reports-dashboards/smartsheet-dashboard-gallery
We also have a number of webinars that can help guide you as you build your own:
- Dashboard Best Practices Webinar (Preparing Data)
- Dashboard Best Practices Webinar (Building & Designing)
Hope this helps!
Cheers,
Genevieve
Need more information? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao!👋 | Global Discussions
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No problem! If you're building it out or using a specific template and need help, let me know. 🙂
Need more information? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao!👋 | Global Discussions
Answers
-
Hi Karrie,
The Solution Center within Smartsheet has a number of templates you may find useful.
There's an Asset Management template set that has a dashboard with many widgets/charts and a published sheet (click here).
This Client Implementation dashboard has a different view (see here).
Keep in mind that all of these templates can be downloaded & then adjusted as needed for your specific scenario. You may also want to look at the page on our website that has a number of dashboard examples: https://www.smartsheet.com/content-center/product-news/reports-dashboards/smartsheet-dashboard-gallery
We also have a number of webinars that can help guide you as you build your own:
- Dashboard Best Practices Webinar (Preparing Data)
- Dashboard Best Practices Webinar (Building & Designing)
Hope this helps!
Cheers,
Genevieve
Need more information? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao!👋 | Global Discussions
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Thanks Genevieve this is very helpful.
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No problem! If you're building it out or using a specific template and need help, let me know. 🙂
Need more information? 👀 | Help and Learning Center
こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao!👋 | Global Discussions
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I def will. Thank you so much. I'm still learning SmartSheets and everything it's able to do.
