Dashboards and Graphs
I am using smartsheet as a sort of CRM replacement at the moment and I need to know if there is a way to get my data into a dashboard for some quick reporting. The issue I am running into is that I have the sheet setup to track information for specific data on each row that is non-numeric.
Column-Column-Column-
North-Customer A-Pipeline
North-Customer B-Pipeline
South-Customer X-Committed
South-Customer Y-Completed
Thoughts on how to get a Dashboard to show this?
I would like to show graphs on a dashboard and repeat with a new graph for each area (North, South, East, West) to show how many unique customers are in each stage.
Best Answer
-
You will need to create a new column that creates counts so you have a numeric column. Then you can graph that.
I hope that helps.
Cheers,
Ramzi
Ramzi Khuri - Principal Consultant @ Cedar Tree Consulting (www.cedartreeconsulting.com)
Feel free to email me: ramzi@cedartreeconsulting.com
💡 If this post helped you out, please help the Community by marking it as the accepted answer/helpful.
Answers
-
You will need to create a new column that creates counts so you have a numeric column. Then you can graph that.
I hope that helps.
Cheers,
Ramzi
Ramzi Khuri - Principal Consultant @ Cedar Tree Consulting (www.cedartreeconsulting.com)
Feel free to email me: ramzi@cedartreeconsulting.com
💡 If this post helped you out, please help the Community by marking it as the accepted answer/helpful.
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