Forecasting

alex44

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!

Andrée Starå

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

alex44

Thanks so much for your response - my requirements for this projects adjusted some so now I have my head around it. Thanks, again!

Andrée Starå

Happy to help!