Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.
Cashflow Overview from Date columns
i have checked almost every single discussions, but still looking for my solution:
Case: building houses with 6 payment steps from our customers (revenue), and consider 6-8 payment steps for our contractors (cost)
Note: this part we are able to do
1.) finally have a mastersheet with follow columns:
January-December or alternative weeks for the hole year
rows: Cost, Revenue
Goal: see all time after a transaction the updated Cashlow to planning safely next investments
2.) Contractor Sheet which includes 6-8 columns with start and end date each Job/Payment Steo and connect each columns to a Cell with the Amount, e.G.
Project Summary each House and Customer is 500.000 USD,
Step 1 (Foundation) Start Date February 1st - End Date (60 Days) = March 30th, Payment Step 1 would be 9,5 % = 47.500 USD
GOAL: this Amount 47.500 should be moved in the Columns March, and so on until STEP 8, within entering Start Date or later chanfe the date the rest should change automatically
3.) Customer Sheet: exact same like Contractor Sheet
4.) Result from 3.) and 4.) should rool up in 1.) Master sheet
as i am new to this task, maybe i overlooked something, i also checked Zapier.com, which i honestly like not too much.
every advice are very welcome