Feature Overview Video
Dashboards in SmartSuite are a very special type of View that allows data to be pulled from any table in your workspace. Dashboards are one of the most powerful features in SmartSuite, enabling you to quickly visualize and interact with data across workflows (Solutions). For example, a Product Manager might need to view and understand data from the CRM, Software Development, Product Management, Marketing, Customer Feedback, and Customer Support workflows before deciding on the priority of new features.
Dashboards are collections of Widgets that have been added to the dashboard, similar to how fields are added to records. Like field types, SmartSuite supports a large selection of widgets and widget display settings, allowing the dashboard to be uniquely tailored to fit the team's or user's needs. SmartSuite Dashboards are not what most people are familiar with; they offer widget types that make Dashboards feel more like website pages, with headings, banners, HERO sections, page footers, buttons, metrics, product embeds, global filters, and more. Dashboards are where the magic happens.
Record and field-level permissions are applied to all data displayed in Dashboards, just like views and records, ensuring that sensitive information is protected and only accessible by authorized users.
Dashboards can also be shared in a view-only state with people outside your SmartSuite workspace. The most common use case for this is sharing project dashboards with clients, allowing them to understand the current state of the project, including all milestones, deliverables, tasks, and project members.
Dashboard Widgets
There are several types of widget available, including the following categories:
Page Display: Widgets that enhance your Dashboard with visually striking elements, providing users with valuable context. Examples include:
Hero - Enhances dashboards with striking top visuals.
Simple Banner - Adds customizable, interactive banners atop dashboards.
Heading - Organizes dashboards with customizable headings.
FAQ - Enhances dashboards with customizable FAQ sections.
Webpage - Embeds webpages directly into dashboards.
Text Block - Embeds rich text documents into dashboards.
Spacing - Adds optional spacing to organize dashboard layout.
Divider - Separates dashboard sections with customizable dividers.
Record Display: Widgets that give you detailed looks into specific records.
Record Selector - Dynamically controls dashboard content via user selections.
Record Details - View and edit fields directly on dashboards.
Record History (coming soon) - Displays record changes and updates.
Record Comments (coming soon) - Displays record comments.
My Work (coming soon) - Displays My Work on Dashboards.
Actions: Widgets that can further organize and filter information.
Filter Widget - Applies filters across multiple dashboard widgets.
Button Row - Adds interactive, customizable buttons to dashboards.
Filter Banner (coming soon) - Applies filters in the style of a banner.
Metrics: Widgets that summarize data from your SmartSuite Tables and compare key indicators
Comparison Metric - Visualizes metric trends between time periods.
Progress Metric - Visually tracks progress toward set goals.
Summary Card - Summarizes key metrics with simple calculations.
Views: Widgets that display different view types directly from Dashboards.
Charts: Include visual charts and graphs on your dashboard to visualize data.
Video: Display Vimeo or YouTube videos on your dashboard.
Utilities: Apply custom filters across multiple widgets on the same dashboard tab
Project Related: Countdown to a date, embed a Web page or view a world clock.
Social Media: Embed content from Facebook, LinkedIn or X.
Conferencing: Include links that let you start an online meeting with a click.
Design: Embed Figma and InVision in your dashboard.
Google: Embed Google Docs, Meet, Sheets or Slides.
We're always adding new Widget types to this list, so check back frequently to see what's new!
Adding a Dashboard Widget
Widgets are the building blocks of your dashboard, each offering a different way to display data, metrics, and content. To add widgets:
Click "Add Widget"
In the upper-right corner of your dashboard, select the Add Widget button.Choose Your Widget
A popup will display SmartSuite's library of widgets, including text, charts, banners, and interactive widgets. Use the search bar or scroll through the categories to find and select the right widget for your dashboard.Customize Your Widget
After selecting a widget, you can configure its settings (e.g., text, images, data sources, and layout) to match your specific needs.
Drill Into Data
Easily drill into your data on your Dashboard view.
Clicking on Metric Widgets or even Charts will take you directly to a view of the data. You can customize the layout of the data using the reporting toolbar.
You can also export the data by selecting "Export" in the top right corner.
Next Up > See Your Activity History
< Back to Visualize Data With Charts
💡Need more help?
Join our Community to interact with other SmartSuite users, ask questions, learn more about the platform, and see how other customers are using SmartSuite.
Get all your questions answered live by a Product Specialist during our Daily Office Hours Monday-Friday at 9:00 am PT.
Explore our Academy for free, instructor-led video courses to help you get started.