We are a construction contractor that uses smartsheet to track all of our projects. I am trying to set up a dashboard to show the current months quotes and current months jobs sold.
In the past I have just run a report and then put the date between (1st and last of the month). This gets me the data I am looking for.
But I am wanting this to auto generate and constantly have the current month on the dash board without me having to update it.
I would also like to have this in a chart on the dashboard.
I also was able to pull my totals for amounts quoted as a metric on the top of my sheet using (sumif), but can not figure out how to do that for the current month as well.
Does anyone have any idea how to do this?