Linking Reports in different sheets

edited 12/09/19 in Using Smartsheet
10/30/19 Edited 12/09/19

hi guys

background: I work for an investment management company. Internally we have about 6 different reports that are interlinked in this manner

Report 1: the starting point is an events or presentation calender

Report 2: the actual presentation report, where feedback is gathered from presentations that come from the calendar in report 1.

Report 3: Pipeline Report, leads generated from the presentation report form a financial advisor's pipeline.

Report 4:  Compliance Audit Report, leads that are converted to actual clients who sign up for our solutions successfully have to be audited to ensure they comply with the regulation in the South African market

Report 5: Commission Calculator, the business generated earns commission and the financial advisors earn their commission from that business. 

Assistance required: I need to link 1 report to the next and set automation and conditions to move each positive outcome to the next report and automatically calculate commissions according to internal % splits. please assist me. 

 

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Vuyi,

    Interesting!

    There are a few different ways to structure a solution.

    The main thing would be who should have access to what or what they could have access to.

    Three options come to mind.

    1. Master sheet with different reports
    2. Master sheet connected to other sheets with cross-sheet formulas and cell-linking + reports
    3. Premium add-on, Dynamic View

    Would any of those options work?

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots or any other helpful information? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • @Andree, Thank you for your reaponse smiley. I will definitely do that. 

     

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Excellent!

    Happy to help!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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