Sales Pipeline - Period View
Hi,
I have a few sheets of Sales Pipeline for each Manager. I have brought all of the estimates sales data together in a separate sheet and created a Dashboard using this. However, I would like to only see data relevant to the particular Financial Year in the dashboard. Any suggestions on how to go about this?
Answers
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Hi @mg3245
Hope you are fine, you can't change the filters on smartsheet Dashboard but you can create a report grouping & summarizing your date by Financial Year, and display it in the dashboard.
bassam.khalil2009@gmail.com
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