Sales
Discussion List
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HYPERLINK APIIn API & DevelopersWe 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…
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How to set recurring remindersIn Using SmartsheetI 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 …
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Dropdowns in a dashboard, is it possible?In Using SmartsheetI 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 …
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Taking quarterly goals and putting them into SmartsheetIn Using SmartsheetI 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…
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Commission FormulaIn Formulas and FunctionsEvening, 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…
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Sales Projections SheetIn Formulas and FunctionsHello 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
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Dashboard with Filters - Best PracticeIn Formulas and FunctionsHi 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 views 3 comments 0 points Most recent by Genevieve P Formulas and Functions
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Quickbooks & SmartsheetIn API & DevelopersSo. 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…
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How to use COUNTIFS with HAS and match 2 Columns while counting multiple selections in dropdownIn Formulas and FunctionsHow 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…
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Day of Week instead of short dateIn Formulas and FunctionsHello, 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 …
