We liked how easy reports were to share, send, add to the dashboard, and export to PDF. You can pool data from multiple sheets and apply filters by column values or metadata to get a granular view of your projects and teams’ performance. You can easily filter and combine your sheet data to create customized reports, for example. Smartsheet project management capabilities are enhanced by their reporting and analytics features. This is a standout feature among other providers, but while we found in our Wrike review that you can integrate an eSign platform with the platform, for example, this feature isn’t in-built. You can also track signing statuses automatically from your sheets - keeping you in the loop when it comes to the status of your contracts, proposals, purchase orders, and more. You can use the data stored in your sheets to help populate your PDFs and automate form population, too. Smartsheet automates document creation, sending, completion, signing, and storage. Want to send contracts and proposals without leaving the platform? You can use Smartsheet to create custom PDFs and send documents for signature. You can also access multiple views in the Smartsheet app, which we found to be a nice addition. Plus, you can add comments and to your graphs, charts, and sheets if you need someone on your team to weigh in on something. In addition, you can also view forms and content from other plans like Power BI and Google Docs on the Smartsheet dashboard. We also liked how easy it was to switch between each different view. You can customize your charts and sheets with a few clicks - changing information like assigned, due date, and more. Views include grid, Gantt, card, and calendar - giving you full flexibility in reviewing your data. Smartsheet goes way beyond spreadsheets, giving you several ways to visualize and access your data. Here are the key standouts that we found during our Smartsheet review. From impressive analytics capabilities to in-app conversations, Smartsheet is more than just an Excel replica.
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