Forecasting
I'm trying to decide between Smartsheet and Excel for forecasting about 300 accounts over the course of a year with monthly analysis of forecast vs actuals. I'm doing some prototyping and pros and cons for both systems but haven't yet decided what to do.
Has anyone used Smartsheet for forecasting? Have you liked it? Have you used the hierarchy elements in your forecasting sheet?
Thanks for any experience you can share!
Comments
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Hi Alex,
Have you looked at the Templates/Template Sets in the Solution Center?
What kind of accounts are you forecasting?
Can you describe your process in more detail and maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thanks so much for your response - my requirements for this projects adjusted some so now I have my head around it. Thanks, again!
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Happy to help!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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