Dashboards and Graphs

Michael Garcia

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.

Ramzi K

@Michael Garcia

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 K

@Michael Garcia

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