Is there a template that will work for the project that I am working on? We will also need it to run

Ninfreak
Ninfreak ✭✭
edited 01/20/24 in Formulas and Functions

Is there a template that will work for the project I am working on? We will also need it to run in a dashboard.

 

I have 1200 clients, and each client will need a POS upgrade by Jan 1, 2025.

I need to check a box on each account that has been completed and show the progress in a graph. chart. It might not have to be a check box, but it is a number I add weekly that compares to a number I should complete weekly.

On a weekly basis.

I want the dashboard to show the due date and where we need to be on a weekly basis to currently where we are actually at on the project and completion date based on what we are completion on a weekly basis.

It might not have to be a check box, but it is a number I add weekly that compares to a number I should be completing weekly.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Ninfreak

    I hope you're well and safe!

    Yes, there is. Have you already explored the Solution Center for available templates?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Genevieve P.
    Genevieve P. Employee Admin

    Hey @Ninfreak

    If the solution center templates don't seem to provide what you need, the Community can help you come up with a formula to drive a widget on a Dashboard!

    Should you want more help, it would be useful to see a screen capture of what you currently have set up (but please block out sensitive data) or a mock-up image of what you have in mind.

    Cheers,

    Genevieve

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