10xViz, founded by Jennifer Jones, is a distinguished Smartsheet Platinum Partner dedicated to transforming how organizations manage workflows and projects. Recognized as one of only six Smartsheet Platinum Partners in the United States, 10xViz leverages deep expertise to deliver tailored solutions that enhance efficiency and productivity across various industries.

At 10xViz, we don’t just build Smartsheet solutions; we build partnerships. Our team excels in harnessing data to provide actionable insights, enabling clients to automate processes, eliminate inefficiencies, and reduce operational costs. With an innovative approach, we combine creativity and experience to develop cutting-edge solutions that address each organization's unique challenges.

What truly sets us apart is our team. Our trainers and consultants are not only highly skilled experts but also engaging and passionate educators. They bring a hands-on approach to every training, simplifying complex concepts and ensuring sessions are as enjoyable as they are impactful. Their deep knowledge, coupled with an engaging delivery style, empowers teams to achieve their goals with confidence and clarity.

At 10xViz, we believe that when people have the time to think and be proactive, they can change the world. Our mission is to give people time back, empowering teams to focus on what truly matters. With a commitment to ongoing support and trusted expertise, we partner with clients to ensure they harness the full potential of Smartsheet in their operations.

Join our Master Classes to experience firsthand how 10xViz can revolutionize your workflows, elevate your business, and inspire your team with the tools and strategies to succeed.

We Save You Time!

### **Ask Us Anything Session**

Join us for an exclusive **Ask Us Anything Session.** This is your opportunity to connect live with top Smartsheet experts, including **Paul Newcome, the #1 Smartsheet Community Contributor**, and gain insights that will revolutionize your workflows.

**What’s in it for you?**

*   **Real-Time Problem Solving:** Bring your biggest Smartsheet challenges, and our experts will help you tackle them on the spot.
*   **Expert Guidance:** Learn time-saving tips, especially around formulas, dashboards, and workflows.
*   **Broader Insights:** Even if you don’t have a specific question, you’ll gain valuable strategies and solutions from other participants’ inquiries.

No question is too big or too small, but time is limited, so be sure to join early and bring your most pressing questions. Don’t miss this opportunity to connect, learn, and take your Smartsheet expertise to the next level!


Ask Us Anything - November

### **Ask Us Anything: Smartsheet ENGAGE Edition**

We’ve been proud top sponsors of ENGAGE in the past, and we’ll be back again this year. Our entire team has been there, done that, and we’re here to help you make the most of it.

Join us for a special **Ask Us Anything session all about ENGAGE**. Whether it’s your first time or you’re a veteran, our Certified Solutioners and ENGAGE pros will share practical tips, tricks, and behind-the-scenes know-how to help you get the best experience possible.

Here’s what you’ll walk away with:

*   **Pro Tips for Planning Ahead**
*   **Conference Survival Tips**
*   **Connectivity Hacks**
*   **Networking & Expo Advice**
*   **Insider Insights**

Bring your questions, and we’ll share the answers you won’t find in the official agenda.


Ask Us Anything: Smartsheet ENGAGE Edition

Join us for a **1-hour Ask Us Anything session** with the Mapsly team and our in-house Mapsly expert at 10xViz.

This is your chance to:

*   See a **live demo** of how Mapsly elevates Smartsheet dashboards
*   Learn from **10xViz solutioners** who’ve integrated **Mapsly + Smartsheet**  
*   Talk directly with **Mapsly experts** 
*   Gain insights from both Mapsly product specialists and 10xViz Smartsheet solution experts
*   Get live answers to your workflow & integration questions

Whether you’re just getting started or already using Mapsly, this session is designed to give you clarity, confidence, and inspiration for taking your dashboards further.

We hope you’ll join us, bring your questions, and leave with practical takeaways you can use right away.


Ask Us Anything: Mapsly + Smartsheet!

Ask Us Anything

Join us for a thought-provoking and practical series where we unpack the complexities, challenges, and hidden power of the **Parent-Child relationship in Smartsheet**. Presented as a dynamic “debate at the dinner table,” this session brings to life the tug-of-war between structure and flexibility, hierarchy and agility, and tips for avoiding circular references—those infinite logic loops that can derail your entire dinner conversation (and your sheet). 

**What It’s About:** 

Just like family dynamics around a dinner table, the Smartsheet Parent-Child relationship can get… spirited. This series is designed to help teams and collaborators: 

*   Understand how hierarchy functions in Smartsheet rows 
*   Balance reporting needs with ease of use 
*   Clarify when to nest rows, when not to, and what happens when you do 
*   Explore formula behaviors across parents and children 
*   Learn how to create column formulas that accommodate both parents and children! 

**Let’s Not Forget the Extended Family – Ancestors & Descendants:** 

It’s not just about parents and children, sometimes, it takes a whole lineage to get the picture right. We’ll cover: 

*   **When to use ANCESTORS() vs PARENT()**: for deep hierarchy tracking or simpler summaries 
*   **How DESCENDANTS() can be a game-changer**: summarizing tasks, counting nested items, and filtering scope 
*   Common pitfalls (like double-counting or broken references) and how to avoid them 

**What We’ll Cover:** 

*   What is a Parent-Child relationship in Smartsheet?  
*   Why it matters, and how to avoid common pitfalls. 
*   Control, dependency, and row hierarchy in complex sheets. 
*   Best practices for organizing related data without over-nesting. 
*   How roll-up formulas, conditional formatting, and automations behave in nested rows. 
*   A live build-and-discuss workshop: we’ll take a chaotic sheet and turn it into a collaborative asset. 


Demystifying the Parent-Child Relationship in Smartsheet – Debate at the Dinner Table 

### **Ask Us Anything Session**

Join us for an exclusive **Ask Us Anything Session.** This is your opportunity to connect live with top Smartsheet experts and gain insights that will revolutionize your workflows.

**What’s in it for you?**

*   **Real-Time Problem Solving:** Bring your biggest Smartsheet challenges, and our experts will help you tackle them on the spot.
*   **Expert Guidance:** Learn time-saving tips, especially around formulas, dashboards, and workflows.
*   **Broader Insights:** Even if you don’t have a specific question, you’ll gain valuable strategies and solutions from other participants’ inquiries.

No question is too big or too small, but time is limited, so be sure to join early and bring your most pressing questions. Don’t miss this opportunity to connect, learn, and take your Smartsheet expertise to the next level!


Project cost control doesn’t start with tracking; it starts with smart architecture. In this master class, we’ll guide you through how to **design or enhance your project management template in Smartsheet** to include automated, visual cost controls. 

This session is for teams who are ready to move beyond reactive budget tracking and into proactive cost governance, without overcomplicating their Smartsheet setup. 

You'll learn: 

*   **Key questions to ask stakeholders** to ensure your architecture supports the way your team actually budgets, spends, and reports 
*   **\*\* Foundational assets you need\*\*** to integrate cost controls into your PM template (think: sheets, baselines, rollups, and automations) 
*   **How to structure your sheets and reports** so that cost visibility is built into the workflow, not bolted on after 
*   **Best practices for automation, formulas, and dashboards** that surface the right cost data to the right people at the right time 

Whether you’re building from scratch or refining an existing solution, you’ll leave with a framework for embedding cost consciousness directly into your project delivery system—scalable, repeatable, and human-friendly. 


Fiscal Focus: Smartsheet Framework for PM Cost Control

Ask Us Anything - August

**Function Face-Off: VLOOKUP vs INDEX/MATCH in Smartsheet**

Think VLOOKUP is the hero of your Smartsheet formulas? Think again.

Join us for a one-time, deep-dive session where we pit VLOOKUP against INDEX/MATCH to uncover which function truly offers more power, flexibility, and long-term scalability in your Smartsheet solutions.

What you'll discover:

*   Why one formula likes to color inside the lines—while the other goes wherever it wants
*   The formula fix for when your columns go rogue
*   Quick tips for leveling up your formula game without rewriting everything

Whether you’re building performance dashboards, tracking project data, or maintaining complex rollups, this session will give you practical tools and a clear understanding of which formula to choose, and when.

It’s time to build solutions that are more dependable, more flexible, and won’t break when your sheets evolve.


Smartsheet Function Face-Off: VLOOKUP vs INDEX/MATCH

### **Ask Us Anything Session Description**

Join us for an exclusive **Ask Us Anything Session.** This is your opportunity to connect live with top Smartsheet experts, including **Paul Newcome, the #1 Smartsheet Community Contributor**, and gain insights that will revolutionize your workflows.

**What’s in it for you?**

*   **Real-Time Problem Solving:** Bring your biggest Smartsheet challenges, and our experts will help you tackle them on the spot.
*   **Expert Guidance:** Learn time-saving tips, especially around formulas, dashboards, and workflows.
*   **Broader Insights:** Even if you don’t have a specific question, you’ll gain valuable strategies and solutions from other participants’ inquiries.

No question is too big or too small, but time is limited, so be sure to join early and bring your most pressing questions. Don’t miss this opportunity to connect, learn, and take your Smartsheet expertise to the next level!


Ask Us Anything - July

In this focused 1-hour session, the 10xViz team will share practical tips to enhance your Smartsheet dashboards. Learn how to:

*   Optimize layouts for clarity and functionality
*   Use color and titles effectively for better communication
*   Leverage Reports & Supporting Dashboards to drill into the details.

The session includes actionable insights and live Q\&A to address your specific questions. Leave with simple, effective techniques to make your dashboards more impactful and user-friendly.


Level Up Your Smartsheet Dashboards

# **Paul Newcome and the 10xViz Team Show You How the Smartest Builders Use COLLECT** 

## If you use metrics, dashboards, or reports, don’t miss this. 

COLLECT is the secret weapon behind the smartest Smartsheet solutions, yet it remains one of the most underutilized functions in the platform. When used correctly, it becomes the engine behind dynamic dashboards, live metric sheets, and clean, reliable reporting. 

In this 3-part Master Class, join Smartsheet Community legend Paul Newcome and the expert team at 10xViz as they guide you through real use cases and dashboards, diving progressively deeper in each session. Whether you're new to COLLECT or looking to master advanced formula logic, this series will equip you with the skills to build faster, cleaner, and smarter in Smartsheet. 

## Session 1: COLLECT Demystified

*What It Is, When to Use It, and Why It Changes the Game* 

See COLLECT in action with real-world dashboards and sheet setups. Understand the logic, syntax, and use cases where COLLECT outperforms traditional references. 

## Session 2: COLLECT for Dynamic Dashboards 

*Live Metric Sheets, Clean Data, and Smarter Visibility* 

Explore how COLLECT powers flexible dashboards across teams and portfolios. Learn how to pull just the data you need, exactly when and where you need it. 

## Session 3: COLLECT Mastery in the Wild 

*Layered Logic, Pro Tips, and Real Solutions from Paul and the 10xViz Team* 

This advanced session goes deep with compound formulas, nested logic, and production-level dashboards. Watch how the experts solve real client challenges using COLLECT in ways most users never consider. 
