A dashboard that blends Smartsheet with real numbers
We build dashboards combining Smartsheet rows with financial or support data pulled from wherever it actually lives, so leadership sees the whole picture in one view.
Smartsheet separates this into two native tools: Reports, which roll up and filter rows from multiple sheets into one view, and Dashboards, which arrange widgets, charts, metrics, and linked reports, into a single live overview. Both only ever draw from data that's already sitting inside Smartsheet.
A report pulls matching rows from one or several sheets based on filters you define, useful for seeing, say, every overdue task across every active project without opening each sheet individually.
A dashboard is a widget-based canvas, charts, single-metric tiles, embedded reports, that gives a one-screen view of what's happening, usually built for a project lead or a leadership audience who won't open the underlying sheets themselves.
Linking a report into a dashboard widget is the most common way the two work together, keeping the dashboard's chart updated with whatever the report's filters currently match.
Both tools only ever see Smartsheet's own rows. The moment leadership wants a project's status shown next to its actual profitability, or ticket volume pulled from a separate support tool, Smartsheet's native reporting has nothing to add.
Most teams currently solve that by exporting numbers into a spreadsheet and rebuilding the real comparison by hand, every reporting cycle, which is exactly the kind of recurring manual task worth automating.
We build dashboards combining Smartsheet rows with financial or support data pulled from wherever it actually lives, so leadership sees the whole picture in one view.
When the real audience for a report isn't someone opening Smartsheet, we turn that same data into a live feed powering a dashboard or page built outside Smartsheet entirely.
Tell us what it's combining, and we'll automate it.
Show us the report that currently means exporting to a spreadsheet, and we'll build the version that updates itself with the real numbers behind it. Reports and dashboards are one slice of Smartsheet; the same manual-export problem usually shows up in other corners of the business too.
Let's talk →Yes, Smartsheet's native Dashboards feature arranges widgets, charts, metrics, and linked reports, into a single live overview, commonly used for project status or leadership summaries.
Use Smartsheet's Reports feature, which lets you define filters that pull matching rows from several sheets at once into a single combined view.
Not natively. Smartsheet's own widgets only draw from data already inside Smartsheet. Blending in numbers from another system requires pulling that data through the API first.
A report is a filtered, combined view of rows from one or more sheets. A dashboard is a visual layout of widgets, often including a linked report, built for at-a-glance viewing rather than row-level detail.