Best Smartsheet Dashboard Templates to Track Work

American actor and writer Steven Wright once said, “If everything seems to be going well, you obviously don’t know what’s going on.”

It may sound cynical, but project managers know how easily timelines, budgets, and project status updates can fall apart without clear visibility in a project.

That’s where a Smartsheet dashboard template can make a world of difference. These templates serve as a single source of truth, consolidating project information, metrics, and real-time updates for both internal teams and external stakeholders.

Using built-in layouts for tracking key performance indicators, budgets, timelines, and resources, Smartsheet dashboards offer a streamlined approach to creating dashboards quickly, eliminating the need to build a project management dashboard template from scratch.

Below is a curated list of top-performing Smartsheet dashboard templates to help you get started. 

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Smartsheet Dashboard Templates at a Glance

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What are Smartsheet Dashboard Templates?

When managing complex projects, information tends to scatter: updates in emails, deadlines in spreadsheets, and budgets in separate tools. This fragmentation in work management slows down decision-making and makes it challenging to see where things stand.

That’s why many teams turn to Smartsheet dashboards. They bring together real-time updates, task status, and performance data, serving as a single data visualization tool, so project managers and stakeholders can see the full picture at a glance.

A Smartsheet dashboard template is a pre-built, customizable layout designed to help you do exactly that, along with the following:

• Displays key metrics using charts, graphs, and widgets that update live
• Centralizes all your project information so it’s accessible in one view
• Share with team members or leadership for better visibility and alignment
• Customizes layouts, colors, and components to fit your team or department
• Automatically reflects changes in your Smartsheet data in real time

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What Makes a Good Smartsheet Dashboard Template?

A functional dashboard may show data, but a good Smartsheet dashboard template turns raw project information into insights that are easy to interpret, prioritize, and act on.

For project managers, analysts, and business teams, this difference can mean catching a delay before it derails timelines or identifying a budget risk before it escalates.

Here’s how to identify a strong dashboard template:

✅ Prioritizes key metrics by placing them at the top or center for immediate visibility

✅ Uses clear, consistent labels that help users understand data without confusion

✅ Applies visual hierarchy—grouping, color, and font size—to highlight key performance indicators

✅ Incorporates effective charts and graphs to present complex data in digestible formats

✅ Ensures the design is intuitive so that users can navigate and extract value quickly

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Free Smartsheet Dashboard Templates

Here are 7 free Smartsheet dashboard templates designed to help you handle marketing campaigns, oversee budgets, or manage cross-functional resources. 

1. Smartsheet Project Dashboard Template

Tracking multiple tasks, priorities, and deadlines across a project is never simple, especially when updates are coming from different people and places.

This Smartsheet Project Dashboard Template gives you a real-time view of everything that matters. It uses color-coded visuals like pie charts and a Task Timeline to show task status, priority breakdowns, and key project timelines at a glance.

Whether you’re managing a client onboarding project, coordinating a cross-team rollout, or running a weekly marketing sprint, just input your data, and the charts update automatically.

🌻 Here’s why you’ll like this template 

• Track task status, priority mix, and timelines with auto-updating charts so progress is readable at a glance
• Surface overdue items and blockers in real time so standups focus on decisions, not hunting data
• Share a single live view with stakeholders so updates replace status decks

2. Smartsheet Executive Dashboard Template

According to a NerdWallet report, the average small business owner in the U.S. works nearly 60 hours a week. With that kind of schedule, the last thing you want to do is dig through spreadsheets to find what matters.

This Smartsheet Executive Dashboard Template pulls together your most important key performance indicators into a single, easy-to-read view. Designed for high-level visibility, it helps leadership teams track financial data, sales, and departmental performance in real time.

Whether you’re preparing for a board meeting, reviewing quarterly goals, or monitoring company-wide projects, this executive dashboard keeps everyone focused on the metrics that drive decisions.

🌻 Here’s why you’ll like this template

• Roll up finance, sales, and ops KPIs into one screen so leadership sees what matters first
• Compare quarter-to-date vs target so pacing issues show up early
• Drill by department snapshot so follow-ups are faster and more focused

3. Smartsheet KPI Performance Dashboard Template

Without a clear view of performance over time, it’s hard to know if your team is improving or falling behind. However, comparing month-to-month or year-over-year progress manually can be time-consuming and error-prone.

This Smartsheet KPI Performance Dashboard Template features built-in bar charts, line graphs, and donut charts that make it easier to monitor trends and visualize your key performance indicators in real time.

You’ll get a clear view of monthly results, YTD progress, and historical comparisons. Plus, the template comes pre-filled with marketing and operations data, but it’s fully customizable for any department, team, or service.

🌻 Here’s why you’ll like this template

• Visualize monthly and YTD trends with line, bar, and donut charts so performance patterns are obvious
• Switch metrics by team or initiative so reviews stay relevant to the audience
• Highlight variances vs the prior period so improvement areas stand out instantly

4. Smartsheet KPI Dashboard Template

When you’re focused on output versus effort, you need a way to quickly measure whether your team is meeting expectations or wasting time and resources.

This Efficiency KPI Dashboard Template helps you track exactly that. It features a unique “Efficiency Level” field that calculates performance against set monthly targets, giving you a real-time percentage score based on actual results.

Pre-filled with sales data, this template is easy to adapt for any team or department, from product development to customer service. 

Simply input your project or service metrics, and the work dashboard updates automatically to show where performance is strong and where there’s room to improve!

🌻 Here’s why you’ll like this template 

• Track revenue, expenses, and YoY deltas in one view so cash and growth trends stay visible
• Filter by product or region so forecasting conversations use the same facts
• Update once in the source sheet so every chart reflects real-time numbers

5. Smartsheet Financial Dashboard Template

Understanding where your business stands financially shouldn’t require digging through endless spreadsheets or static reports.

The Smartsheet Financial Dashboard Template gives you a clear, visual summary of your most important financial data: from sales revenue and expense trends to year-over-year comparisons. It helps you track business growth and estimate future performance based on current results.

Simply plug in your numbers, and the dashboard updates automatically with charts that reflect real-time financial performance.

🌻 Here’s why you’ll like this template 

• Track revenue, expenses, and YoY deltas in one view so cash and growth trends stay visible
• Filter by product or region so forecasting conversations use the same facts
• Update once in the source sheet so every chart reflects real-time numbers

6. Smartsheet Sales Management Dashboard Template

When results live in multiple platforms, keeping up with sales activity across products, regions, and customer segments can quickly get overwhelming.

The Smartsheet Sales Management Dashboard Template pulls everything into one visual workspace. Track sales performance by product, region, or customer type, and get instant visibility into which areas are hitting targets…and which need attention.

With built-in charts and structured fields, this template helps sales leads and account managers stay focused on performance, uncover trends, and hold teams accountable.

🌻 Here’s why you’ll like this template

• Monitor pipeline, win rates, and bookings by product or region so momentum is transparent
• Spot trends across segments so coaching and budget shifts are data-led
• Share live performance views with reps so targets stay front and center

7. Smartsheet Project Portfolio Management Summary Dashboard Template

When you’re responsible for multiple projects, it’s more than just tracking individual progress—it’s about understanding how all of them work together to meet business goals.

The Smartsheet Project Portfolio Management Dashboard Template gives you that bigger picture. It pulls data from each project. Data such as status, budget, risk, and progress are turned into clear visual dashboards and summaries.

This app helps executives and portfolio managers identify areas where to allocate resources, pinpoint projects that are falling behind, and assess the overall performance of the portfolio. It’s especially useful during quarterly reviews and strategic planning.

Plus, with visual charts and summary views, this project portfolio dashboard shows key details like status, priority, budget vs. actuals, and overall progress so that you can make better decisions at the portfolio level.

🌻 Here’s why you’ll like this template

• Aggregate project status, budget, and risk so portfolio health is readable in minutes
• Compare priority and progress across programs so resources move where impact is highest
• Track budget vs actuals by project so course-corrections land on time

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Smartsheet Dashboard Limitations

Users on the Smartsheet Community have pointed out several limitations that can impact scalability and flexibility, especially for larger teams or data-heavy projects.

These constraints mostly relate to widget caps, data display limits, and sheet capacity:

• Pro plans cap dashboards at 10 widgets. Trying to add more triggers, an upgrade prompt, and limiting how much project information you can visualize at once
• Report widgets have a 500-row display limit. If your report includes grouped data, this cap may be reached sooner than expected, which can impact how much data you’re able to view in your dashboard template
• Each Smartsheet sheet supports up to 20,000 rows, 400 columns, and 500,000 cells. Imported files can’t exceed 50 MB, which can be restrictive for larger projects or multi-department reporting
• There are system-level restrictions on cell links, API usage, and activity logs. These limits can affect how teams build automations or review historical changes
• Many users also note the lack of true drill-down functionality from dashboards or reports, which makes it harder to explore key metrics or dig into underlying data in real time

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Alternative Smartsheet Templates

While Smartsheet offers useful tools, users often run into limits like row caps, widget restrictions, and limited drilldowns.

ClickUp helps solve these challenges with customizable dashboards that support unlimited widgets, deeper data layers, and real-time updates across projects, teams, and departments, without hitting hard limits.

Here are eight ClickUp dashboard templates you can use to track projects and maintain visibility.

1. ClickUp Project Management Dashboard Template

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When timelines slip, it’s rarely due to one big issue. It’s the small blockers that add up unnoticed.

The ClickUp Project Management Dashboard Template helps you catch those delays early. It offers a real-time, visual view of your tasks, deadlines, and team capacity so you can resolve issues before they slow things down.

Designed for project managers leading cross-functional initiatives, this dashboard highlights active work, overdue items, and key deliverables, so you’re always a step ahead. 

🌻 Here’s why you’ll like this template 

• Surface active work, overdue tasks, and capacity so blockers are visible before they slip
• Filter by assignee, tag, or sprint so each team sees exactly what to tackle next
• Combine lists, charts, and burndowns so planning, tracking, and reporting live together

2. ClickUp Analytics Report Dashboard Template

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Let’s say you ran three campaigns last quarter, web traffic spiked, and churn dropped. However, explaining the reasons for these changes is difficult when all your data is stored in separate spreadsheets.

The ClickUp Analytics Report Dashboard Template brings everything together with customizable charts and visual summaries to help you understand what went wrong.

You have access to patterns, trends, and key performance indicators in context. Instead of hunting through rows of numbers, you can instantly identify what’s working and where to pivot.

🌻 Here’s why you’ll like this template

• Turn raw data into charts and trend lines so insights are clear without spreadsheets
• Compare periods and campaigns side by side so wins and dips are easy to explain
• Share read-only views so stakeholders can review the latest numbers

3. ClickUp Digital Marketing Report Dashboard Template

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If you’re running campaigns across email, social, and paid channels, you already know the hardest part isn’t the launch; it’s pulling the results together in a way that actually makes sense.

The ClickUp Digital Marketing Report Dashboard Template helps you skip the scattered exports and manual tracking. It gives you one place to view key performance indicators, compare channel performance, and share real-time updates with your team or clients.

Instead of manually compiling metrics each week, marketing teams can quickly spot what’s working, optimize budget allocation, and present results to stakeholders with clarity.

Plus, the no-code database makes it easy to organize and filter data across multiple campaigns.

🌻 Here’s why you’ll like this template

• Consolidate channel KPIs in one place so budget shifts are informed, not guessed
• Track CTR, CPA, ROAS, and conversions by campaign so optimizations are surgical
• Export client-ready snapshots so updates take minutes, not mornings

🚧 Learn how to create a project report easily:

4. ClickUp IT Roadmap Dashboard Template

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In IT, missing one dependency can throw off an entire launch. For instance, if you’ve planned a system rollout, but a single API integration isn’t ready, the whole launch gets pushed back two weeks.

This scenario happens more often than it should.

The ClickUp IT Roadmap Dashboard Template helps prevent these delays by laying out every project, dependency, and timeline in one visual view. Whether you’re migrating infrastructure, setting up new devices, or managing internal tools, you can prioritize work based on impact, assign deadlines, and track delivery progress across teams.

It’s especially useful for staying ahead of blockers, keeping leadership informed, and making sure your roadmap actually matches reality.

🌻 Here’s why you’ll like this template

• Map initiatives, dependencies, and timelines so delivery risks surface early
• Prioritize by impact and effort so sequencing matches capacity
• Track rollout readiness across teams so go-lives hit planned dates

5. ClickUp Marketing Report Dashboard Template

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You just wrapped a month-long campaign, but now comes the harder part: turning all that performance data into a report your team can actually use.

The ClickUp Marketing Report Dashboard Template helps you move from scattered metrics to structured, story-driven reporting. It brings together KPIs, campaign performance, and visual dashboards so you can explain what worked, what didn’t, and where to focus next.

Whether you’re tracking engagement, budget allocation, or channel performance, this template helps you build clear, high-quality reports that keep both your team and stakeholders aligned.

🌻 Here’s why you’ll like this template

• Combine spend, reach, and engagement so narrative and numbers align
• Segment by channel, audience, or asset so learnings are actionable
• Automate refreshes from live tasks so reports never go stale

6. ClickUp Project Report Template

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Halfway through a sprint, you realize a key deliverable is stuck—and it wasn’t flagged in the last update. Sound familiar?

Only one in 200 IT projects delivers its intended benefits on time and within budget, so this kind of slip happens more often than anyone would like.

The ClickUp Project Report Template helps you catch those issues early by pulling all your project information—tasks, timelines, and updates—into one organized view. It makes it easier to spot blockers, measure progress, and share consistent updates with your team and stakeholders.

🌻 Here’s why you’ll like this template 

• Pull scope, milestones, and risks into one dashboard so status is unambiguous
• Highlight slips and owners so follow-ups are immediate and specific
• Log changes and decisions so history is auditable without extra docs

7. ClickUp KPI Template

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Most teams define their KPIs, but the challenge occurs in tracking them consistently. Without regular check-ins, goals lose relevance and progress stalls.

The ClickUp KPI Template fixes that by giving you one place to track, visualize, and review your most important key performance indicators.

From revenue and churn to task completion and engagement, you can monitor real-time performance and keep everyone aligned.

It’s designed for teams that want accountability without the reporting overhead: just clear metrics, simple visuals, and shared goals that stay top of mind.

🌻 Here’s why you’ll like this template

• Centralize team KPIs so focus doesn’t drift between meetings
• Set targets and thresholds so wins and warnings are visually obvious
• Schedule review cadences so progress stays accountable week to week

8. ClickUp Sales Report Template

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Many sales teams track performance, but here’s the thing: they often stop at surface-level numbers. Without deeper insight into trends and behavior, growth becomes a guessing game.

The ClickUp Sales Report Template helps sales teams go beyond basic metrics by visualizing the full sales cycle in one place. It connects performance data, customer trends, and team activity into a report that’s actually useful.

• Track sales performance across products, reps, or regions
• Visualize trends to spot high-performing strategies and growth areas
• Understand buyer behavior and identify process improvements
• Keep your team focused on quotas, pipelines, and real outcomes

🌻 Here’s why you’ll like this template 

• Track bookings, pipeline, and velocity by rep or region so coaching is targeted
• Visualize conversion by stage so bottlenecks are clear
• Align dashboards to quotas so everyone sees the path to goal in real time

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Outsmart Results with Better Dashboards on ClickUp

Dashboard templates are more than just visual aids; they’re truly decision-making tools.

For project managers, analysts, and department leads, having a single view of key metrics, project status, and real-time updates can make the difference between staying ahead and falling behind.

While Smartsheet dashboard templates offer a solid starting point, their limitations can hold teams back just when they need clarity the most.

On the other hand, with flexible dashboards, unlimited widgets, and more profound customization, ClickUp lets teams track progress, surface blockers, and align more effectively across departments.

And it’s not just theory—Hawke Media reported a 70% reduction in project delays within the first year of using ClickUp for executive reporting.

In short, if you want to build dashboards that actually drive action, sign up for ClickUp now!

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