How to Import Profit & Loss Template in Smartsheet

Anuraag

I can download the Profit & Loss template from SmartSheet but cannot import it to my Smatrsheet Account (it loses its trend chart etc).

Have tried to look this P&L sheet in teh solution center but could not find it. It is only showing up at this link How to Use Profit and Loss Templates | Smartsheet

Genevieve P.

Hi @Anuraag

You're right, that template is actually an Excel template example so it will have different functionality when imported in to Smartsheet. The trend chart would need to be created as a Chart Widget in a Smartsheet Dashboard, instead of being in a sheet.

There's a Budget Management template set (here) that shows how you can use Sheet and Report data in a Dashboard. There's also an Income Statement template in the Solution Center that goes through profit, if that helps.

Cheers!

Genevieve

Anuraag

Thanks you Genevieve

Genevieve P.

Hi @Anuraag

You're right, that template is actually an Excel template example so it will have different functionality when imported in to Smartsheet. The trend chart would need to be created as a Chart Widget in a Smartsheet Dashboard, instead of being in a sheet.

There's a Budget Management template set (here) that shows how you can use Sheet and Report data in a Dashboard. There's also an Income Statement template in the Solution Center that goes through profit, if that helps.

Cheers!

Genevieve

Anuraag

Thanks you Genevieve