Sales

 

Discussion List

  • 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 …
    1621 13
    1.6K views 13 comments Most recent by Gaurav K Using Smartsheet
  • Auto populate data in Forms
    In Using Smartsheet
    I am trying to auto populate the data in Forms for example if we select ID the corresponding fields will get auto populated with required values. As per the attachment if we enter any ID in the CUS ID field it should populate the PSS Firs…
    3449 16
    3.4K views 16 comments Most recent by IanM Using Smartsheet
  • COUNTIF with Parent rows only, exclude children
    In Formulas and Functions
    I want to create a COUNTIF function that will count only the Parent row of a status column in a project tracking sheet. This is to create a metric sheet that will show all project statuses by each project manager's sheet. There is a status…
    1827 5
    1.8K views 5 comments Most recent by Paul Newcome 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…
    5963 33
    6K views 33 comments Most recent by JeremiahHorstick API & Developers
  • Using forms to Establish a Parent/Child Row Relationship
    In Using Smartsheet
    Hi, I'm trying to build out a sales pricing sheet that can be used by our sales team to enter a customers information and then the products that they'd like to purchase (with various different options). I'd want the interface for the sales…
    Answered - Pending Review
    927 3
    Answered - Pending Review 927 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Forced to upgrade
    In Using Smartsheet
    I had recently bought a Pro plan and after about a month, a lot of the features that I had been using frequently (which was available on the pro plan) are blocked and now I'm being forced to upgrade to a business plan. I feel this is unet…
    Answered - Pending Review
    43 7
    Answered - Pending Review 43 views 7 comments Most recent by Andrée Starå Using Smartsheet
  • Automation for Request Update not working
    In Using Smartsheet
    Hello,  I have created a Workflow Automation for when a Customer submits a Warranty Form into our Company. The Workflow has a condition where if one of the fields on a Form is Blank, then it should send back an Update to fill in the Blank…
    406 10
    406 views 10 comments Most recent by Meghan M Using Smartsheet
  • Convert Numbers to Text so I can show a range keeping the comma delimiters
    In Using Smartsheet
    I have two columns of data showing prices, say $1,100 in one and $2,200 in another.  I want to display this as a range in a report as "Your price is $1,100 - $2,200".  I used this formula:  "$" + $[Report Low Price]@ro…
    1197 8
    1.2K views 8 comments Most recent by Cleversheet Using Smartsheet
  • 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
    2707 13
    Answered - Pending Review 2.7K views 13 comments Most recent by Laura Krylov ASGLLC Formulas and Functions
  • If this, then that formula question
    In Formulas and Functions
    Hello! this may be so simple, but I'm having a hard time with it. I want a few things to happen - if the Approx trips per year is blank: provide the sum of just the Registration price field & the Approximate travel field If the Appr…
    Accepted
    42 3
    Answered ✓ 42 views 3 comments Most recent by Melissa Logan Formulas and Functions