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Boost Sales Growth: Mastering SmartSuite's Dashboard - Essential Guide 📈

smartsuite Feb 23, 2024

Leveraging SmartSuite for Data Visualization

Harnessing the power of data is key to improving organizational efficiency. However, without the right tools, your valuable data could well be an indiscipherable jigsaw puzzle. That's precisely where integrated tools like SmartSuite come into the picture. Offering intuitive and detailed insights, SmartSuite dashboards help you take quick, data-driven decisions.

In this post, we will guide you on how to set up functional dashboards within SmartSuite, focusing on charts and comparison metrics. Brace yourself; it's time to decode your data matrices!

Inside the World of SmartSuite Dashboards

Dashboards are consolidated data platforms providing real-time status and performance information. In the context of SmartSuite, dashboards open up a window into various widgets, each corresponding to a data entity.

Creating a dashboard in SmartSuite commences with picking the 'Dashboard' option, post which you are free to add as many widgets as your data analysis necessitates.

Adding a Chart Widget

To add a chart to your dashboard, scroll down and find the 'Add Widget' section. You can then select the type of chart that suits your data representation needs the most. For instance, a column chart can be a great choice for understanding deal closing performances in a specific time period.

You should choose a table to derive the data from, decide what aspect you wish to look at (closed amounts, for example), and choose how you want to group the data fields (by salesperson, for example).

Remember that this will give you an overview of the total amount closed, but it won't present a specific time-period analysis. For a more tailored view, make use of the filter settings. Set your 'date closed' parameters to focus on the specific time frame you're interested in.

Comparison Metrics Widget

Once you have a comprehensive visual of your data through your chart, you might want to delve deeper into the statistics. This is where a comparison metric widget can be handy. For instance, if you'd like to compare year-over-year sales, you can utilize the 'Comparison Metric' widget.

Set this widget to pull your closed deal value (sum) over a year-over-year time span, where the 'date closed' is your data comparison point. This allows you to instantly gauge on your dashboard how your sales performed in a specific year compared to the previous one.

Perfecting Your Dashboard

Once you've added your widgets, you can tailor your dashboard to your aesthetic preferences. Make it more engaging with color-coded graphs, text blocks, and other elements. Always ensure your dashboard aligns with your performance indicators and business needs.

A well-configured SmartSuite dashboard offers an efficient way to visualize complicated data matrices. It empowers you with ready insights, aids your decision-making process, and propels you towards business growth.

Want to unleash the full potential of your data but aren't sure where to start? That's where we can help. We excel at setting up intuitive dashboards, aligning your data with your goals, and driving business efficiency.

Please note that while SmartSuite dashboards currently don't support customizable filters on the dashboard view, feedback is always welcome to enhance this powerful no-code tool as it evolves.

Final Words

Mastering data analysis is half the battle in the modern business world. The power of data visualization, as offered by SmartSuite's no-code tool, can drive your decision-making process, streamline your operations, and let you see your business performance like never before. Let's embark on this data-driven journey together.

While we've covered a lot of ground in this blog post, we understand that you might still have questions. Don't hesitate to reach out to us. Together, we can simplify the complex world of data and distinguish the signal from the noise.

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