What You'll Learn

Rome wasn't built in a day, but your Smartsheet solution will be! Here's a breakdown of what you'll learn in the course:

  • Develop metrics to highlight key information on the dashboard.

  • Create a portfolio sheet to track project progression.

  • Set-up a well structured metric sheet to drive your dashboard.

  • Configure a dashboard that's digestible and attractive.

Course Modules

  • 1

    Welcome!

  • 2

    Metrics Mean Things!

    • Designing Measurable Goals + Impactful Metrics

    • Pop! Goes the Quiz
  • 3

    The Foundation

    • Smartsheet Basics

    • Creating Your Project Portfolio Sheet

    • Formulas, Formulas, Formulas!
  • 4

    Optimize + Automate

    • Setting Conditional Formatting Rules

    • Exercise: Create Your Own Conditional Formatting Rules

    • Cancel the Noise with Sheet Filters

    • Exercise: Create Your Own Sheet Filters

    • Set It & Forget It: Automation Workflows

    • Exercise: Create Your Own Automation Workflows
  • 5

    Setting the Stage for Your Dashboard

    • Building Reports

    • Creating the Metric Sheet
  • 6

    A Beautiful Ending: Creating Your Dashboard

    • Visualize Your Data

    • YOU DID IT!

Wait! There's more!

I love extras so much, I'm giving them to you. Here's what you get with your course enrollment.

  • Digital Course Book

    $200 value

    Everything you need to know to build your solution from the ground up. Your downloadable coursebook contains resources, cheat sheets, and helpful tips to help as you work through the course.

  • Free 30-Minute Coaching Session

    $55 value

    If you get stuck or have questions on how to further customize the solution we build during the course, you'll get one 30-minute session to work through the kinks. After your free session, you will receive special pricing for additional sessions.

  • Discounts on Additional Products + Services

    Up to 15% in savings

    When you complete an IYB course, you'll enjoy 10% off your first consulting service or package. Additionally, you'll get 15% off your first order from the IYB Digital Store.

Ready to build your solution?

Enroll