Connect with peers, share your expertise, and inspire what’s next in Smartsheet — from proven practices to practical how-to insights from fellow users and product experts.
Sign in to join the conversation:
I would like to know how to create these colored panels as shown in the Sales Pipeline and Forecast dashboard example on https://www.smartsheet.com/all-about-sales-pipeline-management. I have tried using rich text and title text and metrics and none of them seem to allow for the entire background to be set to a color as shown in this example. Would appreciate any assistance with this.
If you use a metrics widget and the background color of the cell itself is another color, it will fill almost to the border. You would then set the dashboard color to white to hide that border.
To turn background to white, click "Settings" (button to the left of "Share") when the Dashboard (make sure) is in Edit mode.
Default is Gray, Check "White" in the dialog box.
Hi Paul,
Can you explain in more detail your response please.
I have followed what you suggested but the widget title when coloured is noticeably wider that the cell when coloured. Also, I cent see how to shade the text in the cell below the number. See below.
Thanks
Phil
Can you try to repost your screenshot please?
I cant even get the body of the widget to colour now! So frustrating
Rgs
I am going to re-hash this as it doesn't seem to be solved.
Is this just not an option any longer?
Hi this is still an option. To get the colored background you must go to the cell where the metric is pulling from and there you can change the background color/text color of the cell.
When you go to your dashboard, click on the metric and click "Use cell formatting".
Does anyone know how to create the progress bars shown in the upper right hand corner of the dashboard above? Ex. "15 out of 50 sold" with the progress bar and the "-" symbol?
Thank you!
Hi @Taylor Trail
Yes, it is. Did you get it working?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
Hi @Erica Hodgdon
You'd use a so-called Master Metric Sheet to collect all the metrics by using cross-sheet formulas and calculate the values to show, but depending on the needs in general, you could also add them to the specific sheet.
Make sense?
I am currently setting up an automation for people to get notified through their email, when they are prompted. But is there a way that they can reply in the email of a comment that will then go to the specific sheet. This way they do not have access to the sheet, but can just comment through email with updates?
Is there a way to revert to the old dashboard look and feel. The new dashboards do not look good at all. There is no way of knowing if there are additional items in the widgets until you scroll over one to learn there is more to it since the vertical bar doesn't show. We have hundreds of dashboards and they will all need…
When i try to send or print the timeline view instead of showing the progression bars like they do on the screen it only send the data entered and not a graph type view to print. Is there a way to do this. I am using a mac platform if that helps.
