Dynamic reporting period

Corentin Dal Farra

Hello everyone,

I think that I have a simple use case but I can't find how to implement it in Smartsheet

I have a sheet with commercial tasks (send quote, contact leads, negociate, contract signed, etc.)

Each time a commercial task is fulfilled I put the date in another column.

I created apart a metric sheet and I would like in this sheet just write a start date and end date, and it could give me all the commerical actions that have been made on this period. Then I could split by type, client, and so on.

Do you have an idea of how to create this mecanism ?

Thank you for your time, have a nice day

Corentin

Yuan Wong

Hi,

maybe try this template set and configure it with FORMS to automate a fill out sheets with your tasks?

https://app.smartsheet.com/b/publish?EQBCT=dc8684a068504166b99e31a5908ef0f5

Corentin Dal Farra

Hello,

Thank you @Yuan Wong for your help.

I found a solution to resolve my problem :

I only put two dates to specifiy my period in columns "date de début" et "date de fin"

Then I automatically count all the rows related to commercial actions that I need to count in my period with the column "Comptabiliser ?"

Finally in my metrics sheet, I created and count if formula to only count rows that are "checked", and then I split this by commercial action type, client, etc.

Have a nice day,

Corentin

Bassam Khalil

@Corentin Dal Farra

Verry good Idea, could you publish a copy of your sheet after you remove any sensitive data to help the Smartsheet Community to make use of this template.