Skip to content
Contact ECA Support
  • There are no suggestions because the search field is empty.

Creating a New Cluster and Cluster Dashboard

Admin guide to adding a cluster in Smartsheet and building its dashboard, including report and chart filter updates.

Creating a cluster is a two-part job: adding it to the intake sheet, then copying and re-pointing a dashboard from the template.

Column colours in the Cluster Intake Sheet
Grey — automatic columns. Do not edit manually.
Orange — manually entered, relating to external systems (e.g. HubSpot).
White — manually editable directly in the sheet.

Part 1 — Add the cluster

Step 1. Open the Cluster Intake Sheet.

Step 2. Add the new cluster, or confirm the existing list is up to date.

Step 3. Update the Objectives column so the correct cluster-to-objective mappings are established.

Part 2 — Build the dashboard

Step 4. Navigate to the Cluster folder.

Step 5. Right-click the Cluster Template folder and select Save as new.

  • Name your folder: type the Cluster Name
  • Save in: ECA-Clusters workspace

Step 6. Open the new cluster folder → Cluster Dashboard Data → Cluster Dashboard Metrics sheet.

Open the Sheet Summary panel (far right of the screen) and update the Cluster field with the Cluster Name.

Step 7. Update the filter criteria on every report in the Cluster Dashboard Data folder:

  • Open the reports one by one
  • Click the Filters option
  • Add the new cluster name to the Cluster filter
  • Untick the old cluster name
  • Save the report, and repeat for all reports

Step 8. Repeat the same filter update for every chart in the charts folder, nested under Cluster Dashboard Data.

Don't skip a report. A copied template still points at the source cluster. Any report or chart you miss will keep showing the other cluster's data — and it looks plausible enough that nobody notices.

Part 3 — Link the dashboard back

Step 9. Locate the new Cluster Dashboard, right-click, and select Copy link.

Step 10. Return to the Cluster Intake Sheet. Right-click the Cluster Dashboard Link cell and select Hyperlink.

  • Link to URL: paste the copied link
  • Display Text: type the Cluster Name

Step 11. Save the sheet.

Related articles

  • Setting Up the Contact and Reporting Line Matrices
  • Creating a New Objective and Objective Dashboard
  • Cluster Dashboard