Where will the data come from? Do you need to manually import data into your dashboard or will you use an integration or connector to automatically sync and refresh data? What other tools do you use to gather data?.Who needs to see the dashboard? Is this for a colleague, manager, stakeholder, external vendor, or C-level executive? How do these people prefer to digest information? How much time do they have to look at this dashboard? Think about who you’re making the dashboard for and keep their preferences in mind.Anything outside those main KPIs aren’t necessary. Make sure you understand the most important KPIs and create the dashboard around those metrics. Do you need to track certain KPIs? Your dashboard should only highlight data that adds value.Why are you creating this dashboard? Are you trying to prove or disprove a hypothesis? Is this dashboard for a specific task, like showing status of a project, or does it need to achieve a broader goal, like measuring business performance? Understanding why you are building the dashboard will help guide the design and data.This mockup will help get everyone on the same page and let you get approval from stakeholders before you start spending time and money on the actual dashboard. Draw boxes for each data type to get a sense of the layout and add quick sketches of the type of graphs you want to include. It might also be helpful to mockup your Excel dashboard on a piece of paper. No-code required.īefore you start building your dashboard, first take some time to reflect on why you need a dashboard, what purpose it will serve, where the data will come from, and what you capabilities you do and don’t need. WorkApps Package your entire business program or project into a WorkApp in minutes.Digital asset management Manage and distribute assets, and see how they perform.Resource management Find the best project team and forecast resourcing needs.Intelligent workflows Automate business processes across systems.Governance & administration Configure and manage global controls and settings.Streamlined business apps Build easy-to-navigate business apps in minutes.Integrations Work smarter and more efficiently by sharing information across platforms.Secure request management Streamline requests, process ticketing, and more.Process management at scale Deliver consistent projects and processes at scale.Content management Organize, manage, and review content production.Workflow automation Quickly automate repetitive tasks and processes.Team collaboration Connect everyone on one collaborative platform.Smartsheet platform Learn how the Smartsheet platform for dynamic work offers a robust set of capabilities to empower everyone to manage projects, automate workflows, and rapidly build solutions at scale.

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