Smartsheet report pack Overview
The reports below are based on sample plans from Smartsheet: Agile Project with Gantt, Bug Tracker Board, KPI Business Dashboard, New Product Development, Project Management Dashboard, Sales Pipeline Overview and Strategic Plan Dashboard
Smartsheet Project Tasks report
The Project Tasks report uses a bullet spectrum chart to show actual cost vs budget with defined red, yellow and green target zones for both overspend and underspend. The Stratada Timeline is used to display timing of the tasks along with task health.
The Stratada dashboard for Smartsheet shows how multiple Power BI visuals work together to tell a story. The Stratada Timeline and Taskboard visuals are combined visuals showing sales stage and budget to actual data, as well as a donut chart calling out pending items. Drill through from visual elements to see more details.
Strategic Plan Dashboard
Understanding your project pipeline from requests through delivery is enabled by this report.
A sales pipeline is critical for many companies. This report provides an overview of opportunites and progress for sales deals.
project management dashboard
Smartsheet is often used from project management, and this dashboard utilizes the Stratada Timeline visual which is designed for that kind of data.
New Product Development Taskboard
Agile methodology and associated reports are not just for app development anymore. Here is an example of using the Stratada Taskboard to visualize the progress of a new product development initiative.
Product Sales Metrics
Utilize tabular data and graphics to see how your products compare.