Sales

Discussion List

  • HYPERLINK API
    In API & Developers
    We have been using HYPERLINK("http://website.ws/links", "Click Here") in both excel and google spreadsheet, and since we need jotforms integration for client our current links in smartsheet is very long and creating hyp…
    290 2
    290 views 2 comments Most recent by Chris Brock API & Developers
  • How to set recurring reminders
    In Using Smartsheet
    I have been searching through the posts and found this formula: =IF(Complete4 = 0, TODAY(), “”) using my own column names. Each time I've tried to accept the formula, I get this error message: unparseable. Am I missing some of the formula …
    1466 11
    1.5K views 11 comments Most recent by Genevieve P Using Smartsheet
  • Dropdowns in a dashboard, is it possible?
    In Using Smartsheet
    I have one sheet that has metrics for a few of my employees, I was hoping there was a way to get the drop down menu function for each employee transferred onto a Dashboard highlighting everyone's metrics. *The drop downs show their total …
    780 11
    780 views 11 comments Most recent by Andres Londono Using Smartsheet
  • Taking quarterly goals and putting them into Smartsheet
    In Using Smartsheet
    I have a general table I use to keep track of goals for a sales team. I think they're relatively simple, but I'm having a heck of a time trying to get them into SS. The things I need to track: Goal value - numbers, for example $62,000 Actu…
    Accepted
    54 12
    Accepted Answer 54 views 12 comments Most recent by Tiara Rea-Palmer Using Smartsheet
  • Commission Formula
    In Formulas and Functions
    Evening,  Hope you're all well. I’m hitting a brick wall inserting a formula into a tracker for my sales teams commission structure which is being redone. It’s a tiered system whereby the salesperson will get commission in brackets until t…
    Accepted
    53 9
    Accepted Answer 53 views 9 comments Most recent by Paul Newcome Formulas and Functions
  • Sales Projections Sheet
    In Formulas and Functions
    Hello All: I'm working on a sales projections sheet and looking to create and easy to notice symbol, on target, below target, and off-target. What is the formula to be able to easily create this? Thanks in advance. MH
    Accepted
    22 3
    Accepted Answer 22 views 3 comments Most recent by Andrée Starå Formulas and Functions
  • Dashboard with Filters - Best Practice
    In Formulas and Functions
    Hi all, I am pretty new to Smartsheet and will need your help to build a dashboard. What is the best practice to create one? GRID I have multiple salespeople in my team, each of them have their own grid. The grid looks something like this…
    Answered - Pending Review
    692 3
    Answered - Pending Review 692 views 3 comments Most recent by Genevieve P Formulas and Functions
  • Quickbooks & Smartsheet
    In API & Developers
    So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use.  It has many application & the proof of concept exists and we use it.  We use it for an approval process (for in…
    2710 21
    2.7K views 21 comments Most recent by JeremiahHorstick API & Developers
  • How to use COUNTIFS with HAS and match 2 Columns while counting multiple selections in dropdown
    In Formulas and Functions
    How to use COUNTIFS with HAS and match 2 Columns while counting multiple selections in multi select dropdown ? Solving for: How many "Devon's Corner" Leads do we have by Location Type - "Bar" or "Brewery".. I…
    Accepted
    13 5
    Accepted Answer 13 views 5 comments Most recent by Mark Cronk Formulas and Functions
  • Day of Week instead of short date
    In Formulas and Functions
    Hello,   I would like to have a formula in place that automatically selects a day of week based on the date we paste in the "Bid Date" Column. When 3/26/18 is loaded into [Bid Date] Column it produces "Monday" in the …
    668 4
    668 views 4 comments Most recent by radix Formulas and Functions