Hi I am pretty new to Smart Sheet and have mainly used it for Project Plans so far. I am now looking at using it for forecasting for delivery consultants. I have created a sheet and form for them to enter forecasting for delivery for a particular customer in a given month. I would however like to be able to create a overview report which shows how much (£) delivery is expected in that by month and also provide totals for each consultant. I am happy to do this via another sheet or report whichever is better. Any help would be appreciated as I am having trouble when using a report in grouping values by consultant to give totals
Thanks
please let me know if you need more information / screenshots etc