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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ProcessDriven helps small teams turn chaos into process. The ProcessDriven Approach™️ combines software expertise with practical process-first strategies that have helped 1,600+ teams build a scalable foundation of business systems.