Reports Submitting Information to a Dashboard on a Monthly Basis

Ryan Castillo

Hello Everyone,

I am looking to get information from the sales team on a monthly basis. Essentially, I'd like to get their forecasted sales, top three opportunities, and their total sales from the previous month. Is there a way to generate an automation to where the sales team will be reminded to submit this information into a spreadsheet on a monthly basis?

Andrée Starå

Hi @Ryan Castillo

I hope you're well and safe!

I'd recommend using an automated Update Request workflow, and if you need to keep the old information, you can copy/move the rows to another sheet.

Make sense?

More info: 

https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests

Would that work/help?

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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