Sales
Discussion List
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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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Auto populate data in FormsIn Using SmartsheetI 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…
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COUNTIF with Parent rows only, exclude childrenIn Formulas and FunctionsI 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…
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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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Using forms to Establish a Parent/Child Row RelationshipIn Using SmartsheetHi, 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 views 3 comments 2 points Most recent by Andrée Starå Using Smartsheet
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Forced to upgradeIn Using SmartsheetI 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…
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Automation for Request Update not workingIn Using SmartsheetHello, 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…
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Convert Numbers to Text so I can show a range keeping the comma delimitersIn Using SmartsheetI 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…
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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 2.7K views 13 comments 0 points Most recent by Laura Krylov ASGLLC Formulas and Functions
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If this, then that formula questionIn Formulas and FunctionsHello! 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…
