Building a sheet to best populate dashboards

Do you have any training material you can share on “best practices” for building a project plan/timeline to populate Dashboards correctly (e.g. metrics and tables).

Examples of things I want to do: Present the overall project health as red, yellow, green; sum of late tasks; sum of tasks in progress and on-track; sum of tasks remaining; sum of open issues, etc.


  • The one best practice that I would recommend is to be consistent with your sheets, especially if you plan to reuse dashboards you create for future projects.

    Once I created the sheets I needed for a project, I created the dashboard and saved the folder structure to be used as a template.

    I've attached a dashboard that I'm using for a project that I just kicked off.  This dashboard, all of the underlying sheets and reports, took about 5 seconds to create simply by selecting the saved folder and doing a save as new.  The attachment also contains some notes for your reference.

    Hope this helps...





  • Thank you, this is really helpful!

    Is there a "best practice" for how you built the project plan sheet to populate the project and schedule widget?

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