Business versus Team Plan
My workgroup has upgraded to Business Plan from Team Plan. Is there documentation of improved or additional Smartsheet features that are available with the Business Plan upgrade? Are there any training videos on improved or additional functionality? Thank you!
Best Answer
-
Here's a great comparison of the features.
Business
- Includes Individual Plan features plus:
- Automation and Reporting
- Gain visibility with dashboards and portals
- View real-time data with live charts
- Customize colors and logos on sheets, forms, and workspaces
- Report and filter data across multiple sheets
- View, share, and receive attachments
- User and System Administration
- Track changes with Activity Log
- Manage users
- Manage groups
- Manage project resources
- Add-ons and Integrations
- Connect live Smartsheet data to analytics tools like Tableau, Excel, Qlik, and Spotfire using an industry-standard ODBC connector.
- Collaborate in tools like Slack, Skype, Teams, and Workplace by Facebook.
Did that work/help?
I hope that helps!
Have a fantastic day & Happy New Year!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
Here's a great comparison of the features.
Business
- Includes Individual Plan features plus:
- Automation and Reporting
- Gain visibility with dashboards and portals
- View real-time data with live charts
- Customize colors and logos on sheets, forms, and workspaces
- Report and filter data across multiple sheets
- View, share, and receive attachments
- User and System Administration
- Track changes with Activity Log
- Manage users
- Manage groups
- Manage project resources
- Add-ons and Integrations
- Connect live Smartsheet data to analytics tools like Tableau, Excel, Qlik, and Spotfire using an industry-standard ODBC connector.
- Collaborate in tools like Slack, Skype, Teams, and Workplace by Facebook.
Did that work/help?
I hope that helps!
Have a fantastic day & Happy New Year!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
I just noticed that you mentioned the team plan.
I'll get back to the post if I find it in the archive.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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