How to Create Sales Tracking Dashboards in SmartSuite

Want SmartSuite reporting to review your sales or CRM data?

In this beginner tutorial, Layla at ProcessDriven will demonstrate how to create a Sales Tracking Dashboard in SmartSuite. We’ll cover what Dashboards in SmartSuite are, how to utilize SmartSuite Widgets effectively and tackle your live questions about when to use a dedicated CRM vs. SmartSuite.

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Here’s what we’ll cover:

00:00 Welcome to Part 4 of this SmartSuite Training series!
02:29 Sign up for SmartSuite using our affiliate link and save 10%!
03:13 Which Reports do I need?
20:51 Let’s tour a Sales Tracking Dashboard View in SmartSuite
53:51 Need SmartSuite support? Join our waitlist.
54:15 Should ProcessDriven do more livestreams?

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Melisa is the Marketing Coordinator on Team ProcessDriven. Melisa's focus is helping small teams learn about our training programs by connecting with leaders like you.

Layla is the Creator and CEO at ProcessDriven, where she helps small teams turn chaos into process inside our signature training programs. Since 2018, Layla has been combining software, operations, and storytelling to guide 1,200+ teams to “Enjoy the Process!” while building a scalable foundation of business systems. The rest of the time? She's focused on creating value over on our YouTube Channel and free Facebook Group.