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Smarter Dashboards

AI assisted, supercharged dashboard solution for your Smartsheet data. Or SQL or Google Sheets… actually pretty much any data source.

Visualise your data dynamically in real-time.

  • Filterable Smartsheet dashboards

  • Controlled access to underlying data

  • Multiple authentication models

  • Inline data editing

  • AI assisted configuration

Check out our Smarter Dashboards demo video

Core Benefits

Agile business intelligence

Use live filtering to slice and dice your data in multiple directions simultaneously and gain access to insights in real time.

Low barrier to uptake

An intuitive interface and AI assistance means you can get up and running in no time at all and your teams will enjoy the familiar feel and function.

A dashboard for everyone

Add new Views to your dashboard to provide insights to different roles throughout the organisation.

All your data in one place

You can load data from multiple sources such as Smartsheet sheets and reports, SQL databases, or even spreadsheets giving you insights to all your data through a single pane of glass.

Extensive collaboration

Flexible authentication lets you share data with stakeholders from inside or outside your organisation including data submission and editing.

Scalable

Responsive licensing allows you to grow at your own pace without over-commitment. Simply upgrade or downgrade your license as and when you need to.

Flexible Design

Example use cases

Project managers need to see and update just their own data

Set up a single view with a table widget showing the required columns. Set the view to show Current User data only and make the right columns editable. Other PM rows are not visible and no-one needs to be shared to underlying data.

You have a large amount of data spread across multiple Smartsheet sheets

We could use a Smartsheet report to collate the data into one place then sync this report with a SQL database on our server. Smarter Dashboards will read the data from SQL, not directly from Smartsheet, so it’s much quicker to load.

You need to show the same data set to different stakeholders with their own needs

Set up a view for each user type to reflect their individual requirements. Allocate views to user groups to provide the appropriate insights to each team.

What do our clients think about Smarter Dashboards?

  • Asset data in real-time

    ★★★★★

    “[Our Smarter Dashboard] has simplified the maintenance of this important data. It can now be visualised in a dashboard that is easily accessible and allows the scientists to have asset data real-time.“

    Global Pharma Lab Manager

  • Creating comprehensive dashboards is a breeze

    ★★★★★

    “Smarter Dashboards is a must-have solution for any organization looking to optimize their Smartsheet data.

    Creating comprehensive dashboards is a breeze … allowing teams to focus on more strategic tasks.“

    Diane Martel Peace4Kids

  • Clear, real-time overview

    ★★★★★

    “[The] custom dashboard and intake form have streamlined our workflows and improved overall efficiency. [It] provides a clear, real-time overview of our content scheduling, which aids in better decision-making. Additionally, the intuitive intake form has simplified the submission process, reducing errors and saving time.

    We highly recommend SBP to any organization looking to optimize their business processes.”

    Kelly Carmichael Mood Media

Frequently Asked Questions

How does Smarter Dashboards make Smartsheet even Smarter?

Smarter Dashboards is so much more dynamic meaning you only need to create one dashboard and everyone can use live filters to change focus. Here’s how Smarter Dashboards could be better for you:

Can I filter my dashboard?

  • Smarter Dashboards => Yes you can! Live filtering allows for laser focus

  • Smartsheet => No, you’d need to create new dashboards based on different data sets

Can I view data from other sources?

  • Smarter Dashboards => Yes! You can currently load data from SQL and Google Sheets. Drop us a line if you need data from other places too.

  • Smartsheet => not directly, you would need a Premium App such as Data Shuttle.

Do all my users need a Smartsheet licence to edit the data?

  • Smarter Dashboards => Not necessarily, we can authenticate in a number of ways and use a single token to interact with Smartsheet

  • Smartsheet => Yes, each user will need at least Editor rights which will need a Smartsheet license.