Client facing dashboard

Bryan Long

I'm working on a client facing dashboard, that the client would put information in. From what I can tell this is not going to be pretty from the clients side.

1. I have to share the dashboard.
2. I have to share the report I created that is on the dashboard.
3. I have to share the original sheet that the report above is created from. (this is the deal breaker)

I want the client to fill out some information for us based on what they purchased. So in this example #3 has say 10 products on it. But the report that the client sees on the dashboard (#2) only reports what they purchased. On that report I have a spot for "customer feedback/details" That I want them to fill out. But if I dont share out #3 that has everything on it. They can't see the data and fill it out. Aka since Smartsheet does not do folders well, the client will login and see the dashbaord, the report, and the orginal sheet and have access to all of them aka causing confusion.

Does this make sense? Am I missing anything to make this possible?

Andrée Starå

Hi @Bryan Long

I hope you're well and safe!

Have you explored using the Premium future, WorkApps? That will be my recommendation if you have access (available in Enterprise and higher) and if it's an option.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Bryan Long

We are enterprise, with workapps how do you think this would work? Does anyone have examples, or something I can see in regards to workapps? @Andrée Starå

Andrée Starå

Hi @Bryan Long

I hope you're well and safe!

How did it go? Did you manage to get something set up?

I hope that helps!

Have a fantastic weekend & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Bryan Long

@Andrée Starå no one provided any examples so I'm moving forward with just providing a workspace that is setup for each client that has full access to all the sheets at this time.