Linking Sheets and Sharing

Andrew Tacoma

We have a sheet being kept up by our quoting group listing such things as customer name, quote number, amount of quote, etc. This includes the sales person. We keep a similar sheet for orders that have been entered.

 

We would like to keep these two sheets separated by group that uses them, and they use some formatting to make them useful for weekly meetings.

 

The problem comes that I would like to share some data with the outside sales team. I would like Sales Person A to see that we quoted 10 of his customer last week and that he needs to follow up on those quotes. I would also like him to see that we're in the midst of drawings for 6 of his customers. Both of these things are viewable from their respective sheets but I would like to make a sheet for Sales Person A so that he can only see the items that are pertinent to him. He can then fill out the customer feedback and move on. This feedback section is the reason I don't want to filter and send him a report once a week, I would like to keep them as living documents.

 

Any advice?

Amy Johnson

It sounds like the reporting tool would be a good option for you. You can build a report to show only items pertaining to Sales Person A from multiple sheets. The one report can show all his quotes, drawings, and any other information. The report can also be set based on dates or status.

 

Reports have live data, so he can make changes directly to the report and it will update the sheets - and vice versa. 

 

http://help.smartsheet.com/customer/en/portal/articles/522214-creating-reports