Starting a New Multi Sheet Tracking System

Megan.Casto

Before I try to dive into this alone - I thought I'd ask for some recommendations. I manage a team of producers who each have a client pipeline.

I need to have each producer track their pipeline list with some basic data (dates, closing agent, status, etc.) - so each producer would have their own sheet assigned. I would create automation and reminders for them to ensure they're following up through the entire process.

From those sheets I want one master sheet that is for the managers only.

Can I automatically have the individual producer sheets feed into a Manager sheet that the producers cannot see?

I'm not quite up to dashboards - sheets are about all I can handle right now - but someday hope that I can create dashboards for each of my managers. :)

I appreciate the assistance/advice and pointing me in the right direction. I've included a screen shot below of the current google doc one of my managers uses to track her producers. I hate it. lol

Paul Newcome

HERE is some info on building a report.

The short version would be that you create a new Report (similar to creating a new sheet) and choose the option for a Row Report. Once you open the report for the first time it will automatically take you to the Report Builder.

In the Where? section you will select each sheet you want to pull into the report and then you can use the Who?, What?, and When? sections to filter the rows if needed.

The Report Builder also gives you the option to only display certain columns and have automatic sorting applied.

To be able to see data in a report, the user will need to be shared to the sheet(s) with at least Viewer Permissions, or the Report would need to be published and the published link sent out to the users.

Paul Newcome

Have you looked into Reports? They allow you to source data from multiple sheets into one "master view".

Megan.Casto

https://community.smartsheet.com/discussion/comment/256841#Comment_256841

No I haven't quite got that far. I want to learn it but ... only so much time in the day. I've played around briefly but haven't had time to really dig into that feature.

Paul Newcome

HERE is some info on building a report.

The short version would be that you create a new Report (similar to creating a new sheet) and choose the option for a Row Report. Once you open the report for the first time it will automatically take you to the Report Builder.

In the Where? section you will select each sheet you want to pull into the report and then you can use the Who?, What?, and When? sections to filter the rows if needed.

The Report Builder also gives you the option to only display certain columns and have automatic sorting applied.

To be able to see data in a report, the user will need to be shared to the sheet(s) with at least Viewer Permissions, or the Report would need to be published and the published link sent out to the users.

Megan.Casto

https://community.smartsheet.com/discussion/comment/256849#Comment_256849

Thank you so much! I will try to carve out time today to walk through this and see where it leads me. Trying to be a better Coordinator for my team and provide additional services and tools for them! :)

Paul Newcome

Happy to help. 👍️