Smartsheet consulting & project tracking | PeekGraph
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Smartsheet consulting

Smartsheet consulting & project tracking

One live sheet. Not twelve versions of the plan.

PeekGraph designs the tracker, Control Center rollups, and the automation around them — so status is current when the meeting starts, and nobody is pasting from email.

Workstreams

What a Smartsheet engagement includes

Smartsheet sheet design, project trackers, Control Center, reports, automation, and WorkApps. Scope is named on the call — nothing is billed from this page.

01 · Structure

Sheet design

What it is

Columns, hierarchy, and views that match how work actually moves.

The pain

A sheet that started as a tracker and became a dump nobody trusts.

You get

A clean grid, named columns, and a hierarchy that still reports when rows nest.

02 · Trackers

Project trackers

What it is

Gantt, card, and grid on the same work — status, owner, date, dependency.

The pain

A plan in slides, a list in email, and a sheet that is two weeks behind.

You get

One tracker leadership can open without a walkthrough.

03 · Portfolio

Control Center & rollups

What it is

Many projects, one blueprint, one portfolio view.

The pain

Copying a “template” by hand. Every new job looks different by week three.

You get

A provisioned structure and rollups that still add when a new project starts.

04 · Reports

Reports & dashboards

What it is

The meeting view: what is late, who owns it, what moved this week.

The pain

Exporting the sheet to build a slide that is already stale.

You get

Reports and a dashboard that read the live sheet, not a screenshot.

05 · Automation

Alerts & workflows

What it is

The sheet tells people. You do not chase them.

The pain

A reminder in someone’s head, or a weekly email that nobody reads.

You get

Alerts, update requests, and approval paths that fire on the row, not on memory.

06 · Intake

Forms & WorkApps

What it is

People submit work without touching the grid.

The pain

A form that dumps into a mess, or a sheet everyone is afraid to edit.

You get

Intake that lands in the right row, with a simple surface for people who should not see fifty columns.

Fit

Who this is for

Project leads

Work already lives in Smartsheet, and the grid still needs a walkthrough.

PMO / ops

The same structure on every job, not a new invention each quarter.

Leadership

Status without opening twelve sheets.

Sample

A Smartsheet view, not a dump

View sample tracker
Sample Smartsheet weekly portfolio tracker
Sample · Smartsheet

Weekly portfolio

Status lives in five sheets → one tracker with owner, date, and red/amber/green. Demonstration data, not a client file.

FAQ

Smartsheet questions before a call

Does the work rebuild the sheet from Excel?

Only if Excel is still the system. If Smartsheet already exists, the work starts there.

Is Control Center required?

Not always. The call is where a single tracker is enough, or a blueprint is needed.

How much does a Smartsheet project cost?

A written range comes after the call. Nothing is billed from this page.

Can existing sheets be used?

Yes. Most work starts with the sheet already in the meeting.

Is confidential company data used as a case study?

No. The sample on this page is a demonstration.

Does Smartsheet work run remotely with a US team?

Yes. The files stay with you at handoff.