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

  • Bassam Khalil
    Bassam Khalil ✭✭✭✭✭✭

    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.

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