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Formula to make a metrics sheet to build a pipleline dashboard
I have a sales tracker sheet and need to continuously pull data as new quotes are formed to show wins/ losses compared to our target in a dashboard. Sheet has 3 columns that need to create the formula: Account type, Weighted Forecast, and Expected Quarter Close. In real words, I want to say Weighted forescast is $1M for…
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Dashboard + Google Doc fix
I've currently embedded a google doc into a dashboard, and I am an admin of the dashboard and editor of the google doc. This then effects where my cursor lands when I'm open the dashboard. Here's how support explained it: "For Editors, Admins, and Owners: When a user has Editor, Admin, or Owner permissions on the…
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Reorganizing the order things appear in Workspaces
It would be really helpful if we could reorganize the sheets, reports, and dashboards in Workspace. Currently it is set up alphabetically, which is really messy for my purposes, and I would love to be able to move my guide dashboard to the top, even though its name is not alphabetically first.
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Merged: Custom Color Scheme
This discussion has been merged.
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Dashboard View Restrictions
I created a resourcing dashboard that I would like to share with a team, however I would only like users to see their own details (not everyone in the team). Is this possible with current functionality? Any tips out there?
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Did stacked charts change?
Good afternoon, someone from my team has pointed out that they can no longer see both values on a chart just the cost is shown and the formatting is different. Did Smartsheet change the way the stacked charts are shown? This first screenshot is from September 2024 where it shows both the quantity and cost at the ends of…
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Merged: Trendlines and Benchmarks on Dashboard Charts
This discussion has been merged.
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SharePoint embed in WorkApps
Please enable Smartsheet’s approved domain and add SharePoint to embed content for WorkApps.
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Resource Management Schedule View on Smartsheet Dashboard
Resource Management already has a great view on the Schedule tab to see if someone is over allocated but unless you have licenses for every user in Smartsheet only Management can use this tool. I would like to create a view/report per individual that looks the same as in the Resource Management Schedule tab and place it on…
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Dashboard - Labels are wrong
My charts labels are all wrong and i can't figure out how to change the labeling. First the bar chart does not show the "$" like how it is in the Report. Secondly, the label for the other axis is indicating random numbers rather than the text that is in the report column. thank you in advance for your help