Membership Report

Karrie Underwood

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?

Genevieve P.

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

Genevieve P.

No problem! If you're building it out or using a specific template and need help, let me know. 🙂

Genevieve P.

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

Karrie Underwood

Thanks Genevieve this is very helpful.

Genevieve P.

No problem! If you're building it out or using a specific template and need help, let me know. 🙂

Karrie Underwood

I def will. Thank you so much. I'm still learning SmartSheets and everything it's able to do.