Overview
A dashboard brings your sales, jobs, and opportunities together in one view that updates in real time. You can merge data from multiple sources, summarize it with KPI cards and charts, add filters that apply across the whole dashboard, and organize sections into tabs. This article covers how to build a dashboard from start to finish. Smart Insights is a paid add-on, separate from the reports included with your SmartMoving subscription.
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Go further with building dashboards through short videos, interactive lessons, and real-world best practices, and earn a shareable certification by completing the Mastering Smart Insights: Build Dashboards That Drive Decisions course.
After signing in to the SmartMoving website, select Academy from the User Account Settings to access the course.
Before You Start
Smart Insights is a paid add-on for your SmartMoving subscription. To enable it for your account, contact your Account Manager.
Plan the data you want to combine, such as jobs, opportunities, and leads.
How to Combine Data Sources
From an overview such as Sales Overview, click Edit to open the underlying tables, for example All Jobs, All Opportunities, and All Leads.
Click Save As and name your dataset, for example Sales Dashboard.
Click Join to merge tables. Start with Opportunities, then join Jobs using Opportunity ID.
Choose an Inner Join so only matching records appear.
Preview the output to confirm the records merged correctly.
Hide the original tables to keep your dataset clean.
How to Build a Dashboard Page
Add a new page and rename it Dashboard.
Plan the layout in three sections: KPI cards at the top, charts in the middle, and pivot tables at the bottom.
Create a KPI card from your dataset. For example, drag in Opportunity ID to count unique opportunities and add a date field such as Booked At.
Add a bar chart that counts opportunities by month, broken down by type. Swap counts for financial totals such as Estimated Final Totals to measure revenue.
Add a pivot table grouped by month that shows both count and totals, broken out by opportunity type.
š” SmartTip: Use the Count Distinct aggregation (the CountDistinct function) when counting records such as opportunities or jobs, so repeated rows do not inflate your totals.
How to Add Universal Filters
Go to Layout, add a Container above your KPI cards, and add a Text Block for the dashboard title.
Add a List Control, name it (for example Opportunity Type), and set both its value source and target to your combined dataset so it filters the whole dashboard.
Add a Date Range Control with the same dataset as the source and a date field such as Booked At as the target.
Apply the filters across the dashboard. Optionally require a filter or remove null values to avoid confusion.
How to Organize a Dashboard with Tabs
Add a Tabbed Container from the Layout menu.
Create the first tab, for example Opportunities, and move its KPI cards, charts, and pivot tables into the container.
Create a second tab, for example Jobs, with its own KPI cards (counting Job ID), charts grouped by type and status, and pivot tables.
Add filters such as Job Type so cross-filtering works across tabs.
Test the dashboard by applying filters and switching tabs to confirm the data stays consistent.
How to Add Advanced Features
Dynamic text: Insert a text block and use
=to write a formula, such as total weight moved, to show a headline metric without a KPI card.Interactive actions: Select a chart, open Actions, and add On Select, Set Control Value so clicking a bar filters the dashboard, for example by Job Type.
Calculated columns with the Formula Assistant: Open your dataset, click Add Column, and use the Formula Assistant to describe the column you want, for example flagging jobs with quotes above a set amount. Save the result as a true/false or numeric value and use it as a filter or KPI.
How to Publish a Dashboard
Review the layout and filters.
Click Publish to save and share the dashboard with your team.
Best Practices
Build your combined dataset first so every card, chart, and table draws from the same source.
Keep the layout consistent: summary metrics on top, trends in the middle, and detail at the bottom.
Use tabs to separate large topics so each view stays focused.
Publish periodically so you do not lose work to a browser refresh.
Best Practices for Controls and Filters
Target the base data model when you build a control or filter, rather than the table itself. This keeps the filter working as the table's columns or layout change.
Avoid setting a filter directly on an individual column unless a specific column requires it. Column-level filters are harder to maintain.