I have multiple projects that have their respective project schedule sheets and I created a dashboard of one project. I was wondering if there was a way to make a template of that dashboard so that I could make the same dashboard for all of my individual projects.
On Enterprise plans you can use the Smartsheet Control Center (SCC) to roll-out a set of sheets for a project type, including dashboards. SCC does all the magic link modification in the background. Shure, you need to configure this and you need to setup your templates in a structured way, so that a dumb computer can always identify the correct target for links.
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If Enterprise is no option for you, then you could probably start with the set of sheets needed for a project in a "template" folder, make all the links and dashboard connections work there.
This would allow to copy the folder with all its sheets to a new destination. You'll need to make shure, that in the copy dialog the links in the sheets target the new destination.
I've been working with Smartsheet for a few months now and at least having some sort of dashboard themes would be really useful. A color hierarchy could be set up so that titles and charts always start with my companies main color and then cycle through dimmer and dimmer shades before switching to a secondary color.
Sam Gollon - Thank you for the suggestion! Using my custom master dashboard as a template, I needed to create individual project dashboards. The thought of setting them each up and customizing with our brand colors was daunting. Thanks for the easy fix. SS should definitely allow for converting a dashboard into a dashboard template.
A dashboard report provides visual feedback on the performance of a business, department, project, or campaign. However, an effective dashboard provides more than just a summary of relevant data - if insight and analysis are also included, a dashboard can be a great tool for quickly reviewing key metrics as well as actions that need to be taken.
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An executive dashboard provides a big-picture view of an organization by consolidating KPIs into an easy-to-read, graphical report. Choose your KPIs based on organizational goals and quantifiable measures of success. This template is just one executive dashboard example - to learn more, read our post on executive dashboard types and best practices.
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A DevOps dashboard can help keep developers on track for any project, and supports an Agile approach by highlighting features, releases, and unresolved issues. Use the dashboard for communication among a DevOps team, to monitor performance, and to keep the development process running smoothly.
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A supply chain dashboard can be used for reviewing inventory, orders, and process efficiency. Monitor your supply chain performance with KPIs, and then identify opportunities for greater outcomes once your organization is meeting its measurements for success.
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