Executive Level Management View?
I am looking for a way to create a report or sheet that will auto-populate with the information in our main sheet. We use Smartsheet to log and track our teams activity in different "pursuits" our team is working on.
For example - when our SPP leader is updating a sales manager on the status of a pursuit, I'd like for him to pick from a drop down of all available (open pursuits) - then it populates the needed info for the executive view (not ALL info available in the "card" for that pursuit).
We'd think of this as a "pursuit on a page" and would be an executive level view. There also may situations where there would be multiple pursuits for one account - but I guess I need to figure out how to get 1 to populate before worrying about multiple.
Does anyone have any examples or templates how you've set this up before? After a Pro-Desk session, we talked through using Index Match formulas to populate the data, but I'm trying to find more visualization of this report first so I can frame my thoughts and functionality.
Thanks for your help!