Creating a Completion Per Agent Dashboard

Brendan O'Shaughnessy

I need to create a dashboard that shows how many emails each agent has completed. I have a main sheet that everyone enters in how many emails they completed. So in 1 column, Emails Completed, then in a 2nd column I have a dropdown contact list to choose your name from, then the time you started, ended, and the date.

Something like this: =SUMIF([Emails Completed]1:[Emails Completed]8, "User1", month) which ideally would look for the contact, and add up the emails they had completed per month to then be inserted into the dashboard. Any ideas? Thanks!

Sean Morgan

Hello @Brendan O'Shaughnessy ,

I was able to create this example which should replicate what you are looking to achieve.

The formula I created was: =SUMIFS([Emails Completed]1:[Emails Completed]9, Date1:Date9, MONTH(@cell) = 6, User1:User9, "Sean Morgan")

Please see this below screenshot showing 4 entries for the month of June:

As you can see, there are 4 number 1's for June, as well as a mixture of dates. The formula returned 4 as expected.

Here are the articles I used to create this example:

• SUMIFS: https://help.smartsheet.com/function/sumifs
• MONTH: https://help.smartsheet.com/function/month
• @cell: https://help.smartsheet.com/articles/2476491

Let me know if you have any questions!

Regards

Sean

Sean Morgan

Hello @Brendan O'Shaughnessy ,

I was able to create this example which should replicate what you are looking to achieve.

The formula I created was: =SUMIFS([Emails Completed]1:[Emails Completed]9, Date1:Date9, MONTH(@cell) = 6, User1:User9, "Sean Morgan")

Please see this below screenshot showing 4 entries for the month of June:

As you can see, there are 4 number 1's for June, as well as a mixture of dates. The formula returned 4 as expected.

Here are the articles I used to create this example:

• SUMIFS: https://help.smartsheet.com/function/sumifs
• MONTH: https://help.smartsheet.com/function/month
• @cell: https://help.smartsheet.com/articles/2476491

Let me know if you have any questions!

Regards

Sean