Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Overview: Smartsheet Dashboards

PLANS

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Dashboards are the visual layer of your work in Smartsheet, and help you summarize and share important aspects, such as project status or, key performance indicators (KPIs) with stakeholders in a single place. Dashboards can also help you stay organized by providing a hub, or central location, for commonly used resources, like documents, links to frequently visited websites, and collections of sheets or reports.

Dashboards

Dashboards begin as a blank canvas, but take shape as you add interactive widgets to them, the building blocks of a dashboard. There are eight widget types to choose from that can be customized and arranged however you want to create the view that works best for your needs. 

To get started, create a new dashboard or use one of our pre-built template sets. Once you've created a dashboard, it's always possible to make changes to it later.

A dashboard also allows you to share information from reports with people who may not otherwise have access. As the dashboard creator, you can control this. For more information about how to configure widgets that pull data from reports, see Control Widget Content When Source Is From a Report.

For information about sharing your dashboard, see Sharing a Smartsheet Dashboard.

View a Dashboard

Dashboards can be viewed from your computer or from an iPhone or iPad or an Android device.

To view a dashboard in full-screen mode, click the Full Screen View button Sight Full Screen View button in the upper-right corner of the dashboard.

To see a list of dashboards that you own or that have been shared to you, and to verify sharing status for a dashboard, click Browse and then click Dashboards/Portals.


Dashboard Permission Levels

The following table shows what each permission level allows a collaborator on a dashboard to do.

 

Viewer

Admin

Owner

View the dashboard contents

Yes

Yes

Yes

Edit the dashboard*

No

Yes

Yes

Share the dashboard

No

Yes

Yes

Publish the dashboard

No

Yes

Yes

View Activity Log*

No

Yes

Yes

Rename, delete, or undelete the dashboard

No

Yes

Yes

*You must also have a Smartsheet license to use this feature.

 

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