Dashboards in SmartSuite are customizable collections of widgets that display data, metrics, and content tailored to your team's or individual needs. Similar to how fields are added to records, dashboards are built by adding widgets, offering flexibility and personalization for your workflows.
Details | Answers |
Plan Availability | All plan types |
Permissions | Members with any role can create, configure, and manage dashboards |
Related Reading |
Key Features of Dashboards
Customizable Layouts: Add and arrange widgets to suit your specific requirements.
Versatile Widgets: Use text, charts, banners, and interactive widgets to display content.
Navigation Tabs: Organize data into mini-dashboards for easy navigation.
Styling Options: Personalize appearance to align with your brand or visual preferences.
Footer Integration: Add professional footers with logos, links, and social media.
Configuring Navigation Tabs
The Navigation Tabs feature organizes your dashboard into sections, providing a website-like experience for seamless navigation.
Key Features of Navigation Tabs:
Dashboard Tabs: Each tab functions like a mini-dashboard, displaying a unique set of widgets.
Position Control: Arrange tabs to suit your workflow.
Custom Logos: Add branding with logos on the tab bar.
Action Buttons: Create buttons to link to pages, launch workflows, or trigger actions.
Example Use Case:
For a Content Production Workflow, use tabs like:
Content Overview: Track social posts, weekly content, and submissions.
Posts: Review scheduled and published posts.
Blogs: Monitor drafts, revisions, and live blog metrics.
Action Buttons
Enhance user engagement with Action Buttons that perform specific tasks.
Common Uses:
Trigger Workflows: Start processes or automations directly from the dashboard.
Access Forms: Link to forms for data collection.
Navigate to URLs: Redirect users to external resources or internal pages.
Example:
Add a "Contact Us" button that opens a form directly within the dashboard.
Dashboard Footers
The Footer feature adds a professional touch to your dashboard. This must first be enabled before configuring.
Footer Styles:
Simple Footer: A minimal footer with essential elements.
Advanced Footer: Offers additional customization options.
Footer Features:
Independent Logo Control: The footer logo is independent of the navigation logo.
Descriptive Text & Tagline: Add a mission statement or context.
Links to Pages: Include shortcuts to relevant pages.
Social Media Integration: Add icons linking to your company’s social profiles.
Background Customization: Adjust footer background color to fit your brand.
Additionally, when in Edit Mode, if no footer exists, a grey shortcut button appears to quickly add a footer section.
Example Footer:
Contact Us Button: Direct users to a form or support page.
Social Links: Connect to Facebook, Twitter, LinkedIn, etc.
Mission Statement: Highlight your company’s goals or vision.
Dashboard Styling
Personalize the look and feel of your dashboard with Styling Settings.
Styling Options:
Background Color:
White: Clean, standard background.
Neutral (Grey): A subtle grey tone for a balanced look.
Custom: By default, follows the solution color but can be manually set to any color from the SmartSuite palette.
Page Width:
Auto: Responsive to screen size for dynamic layouts.
Standard: A balanced width for most use cases.
Compact: Narrow layout for focused content.
New Options: Additional width settings available for further customization.
Example:
Use a neutral background for a clean, modern look. Select Compact width for concise, streamlined dashboards.
Dashboard Styling
Personalize the look and feel of your dashboard with Styling Settings.
Styling Options:
Background Color: Choose light or bold colors that align with your brand.
Page Width:
Auto: Responsive to screen size for dynamic layouts.
Standard: A balanced width for most use cases.
Compact: Narrow layout for focused content.
Example:
Use a neutral background for a clean, modern look.
Select Compact width for concise, streamlined dashboards.
Practical Scenarios
1. Sales Team Dashboard
Scenario: Track sales metrics, team goals, and customer interactions.
Solution: Add charts for sales performance, a summary widget for team goals, and navigation tabs for regional metrics.
2. Marketing Campaign Dashboard
Scenario: Monitor social media campaigns across platforms.
Solution: Include widgets for engagement metrics, banners for campaign goals, and tabs for each social platform.
3. Project Management Dashboard
Scenario: Keep track of tasks, deadlines, and team progress.
Solution: Use a calendar widget for timelines, a checklist for milestones, and an action button to add new tasks.
Tips for Using Dashboards Effectively
Group Related Data: Use navigation tabs to categorize widgets by theme or function.
Leverage Action Buttons: Streamline user workflows with quick-access features.
Regularly Update Content: Ensure widgets display the latest metrics and insights.
For further details, check out Learn How to Create a Dashboard.