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Sales Formulas- Revenue by month and deal total by month
HI everyone, I am trying to create three formulas on a sales pipeline. The first is I am trying to track for the month of July how many deals we have that are opportunities. Then I am trying to track for the month of July how much revenue in deals we have that are in the opportunity stage. I then want to be able to track…
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Formatting varies in percent complete column
For some tasks, the parent shows a percentage (e.g. 5%), others just a number (e.g. 0.9) (see attached). If I add new rows, the % shows, but I see no method to change the format of the non-% ones. Any ideas please.
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Primary Column Being Renamed is Annoying
I don't see the value in having the primary column being reset to "Primary Column" each time a report is created. I have to rename it to the same name as I have on my sheet. If this is so important, at least allow it to default and then click a check-box if you don't want it to default.
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Reminder Escalation
Hello there! I set a reminder in the grid view to inform the project owners of the 4 teams that they know before the start date, if they don't change the status to "Complete", they will be reminded every 3 days, if they change, it will no longer Remind. Now, I want to set up an upgrade reminder based on the previous…
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Error Message on Sub Tasks
Hi I created a bunch of sub-tasks and when I tag people in the comments and they get the email, when they click on "open in smartsheets", they get this error: "This card is not visible in card view because it is empty" Any idea what is causing this? Thanks!
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Question: Can you identify the worksheet behind a form?
The subject really says it all. I know I can go into a worksheet and identify the forms created for it, but can I do the reverse or do I simply have to check every worksheet until I find it?
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Auto-push sheets or reports To updates
I have two reports being sent each month with different "To" contacts. I want to add a new person to the list, yet cannot see a way to do this without creating a new automated report. Is there an easy way to manage the people receiving the report?
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Subtracting dates
I have an excel sheet that subtracts dates. The formula is as follows: =IF(P4="","",NETWORKDAYS(P4,Q4)-SIGN(NETWORKDAYS(P4,Q4))) This formula works. When I use it in Smartsheets, the formula is as follows. =IF([POC Date (Planned)]3="","",NETWORKDAYS([POC Date (Planned)]3,[Actual/Pending Date]3-SIGN(NETWORKDAYS([POC Date…
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Importing excel IF/And statments to Smartsheets
I use the below IF/AND statement in excel. It works fine. =IF(O4="Close","",IF(D4="","",IF(AND(M4>0,M4<=0.1),"YELLOW",IF(AND(M4<=0,M4>-0.1),"GREEN",IF(M4<-0.1,"PURPLE",IF(M4>0.1,"RED",)))))) When I import it into Smartsheets, the formula is below and doesn't work. I get #UNPARSEABLE in the cell. Does anybody know why the…
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nested substitute
How can I use substitute to replace not only one but multiple letters? For eg: -0.-9 I want to get 09 only.
