Sales

 

Discussion List

  • 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
    1895 7
    Answered - Pending Review 1.9K views 7 comments Most recent by cmore04 Formulas and Functions
  • Data hosting services within Canadian border
    In ENGAGE
    Anyone know vendors who can host the data within Canada to meet contractual requirements, since we have datasets built with Smartsheet and running Dynamicview, we are looking for ways to meet the contractual obligations to host the data wi…
    13 0
    13 views 0 comments Started by jjebamani ENGAGE
  • Sales pipeline with sort (need child/parent row stays together)
    In Using Smartsheet
    I have a sheet that has child/parent rows and which I can sort by dropdown list order (see below pics) So here are my questions: 1.) how can I have a report where it only shows the current user AND that the child/parent row are together wh…
    Answered - Pending Review
    24 7
    Answered - Pending Review 24 views 7 comments Most recent by Genevieve P. Using Smartsheet
  • Center of Excellence
    In Using Smartsheet
    If someone wants to subscribe to the Center of Excellence, can he/she do that without being a paid Smartsheet user, or does the person need to upgrade?
    486 5
    486 views 5 comments Most recent by Genevieve P. Using Smartsheet
  • Time Tracking - Hours and Minutes
    In Formulas and Functions
    I was working on a way to track some task hours and minutes... came up with this: One of the problems I ran into is that if you put "00" (double-ought) or any minute with a preceding zero, it would error. You can see the work-ar…
    1344 5
    1.3K views 5 comments Most recent by L_123 Formulas and Functions
  • Auto fill a second column based on a drop down selection using a form
    In Formulas and Functions
    I understand I can likely do this with a very, very long VLOOKUP  or IF/THEN formula in every cell, but I'm dealing with over a hundred items and that will be unwieldy.  Situation: I would like to have a form where someone selects one op…
    7583 22
    7.6K views 22 comments Most recent by Genevieve P. Formulas and Functions
  • Conditional quantities for pricing sheet?
    In Formulas and Functions
    Smarties, I am creating a pricing form and am stuck on a formula. In the example, the first 4 widgets cost $10. Each additional widget is after 4 widgets is $3. In the preceding cell [1-4 WIDGETS], I have a single-select dropdown of 1, 2…
    Accepted
    32 4
    Accepted Answer 32 views 4 comments Most recent by BrianT Formulas and Functions
  • Score formulas
    In Formulas and Functions
    We are having a sales contest this month. The teams (Houses) entered their numbers and we are ready to Identify the winners for 1st, 2nd and 3rd place. I was able to identify the 1st place score (Highest Score) using the MAX function and t…
    Answered - Pending Review
    23 1
    Answered - Pending Review 23 views 1 comment Most recent by Andrée Starå 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…
    4539 30
    4.5K views 30 comments Most recent by JeremiahHorstick API & Developers
  • 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…
    2675 13
    2.7K views 13 comments Most recent by Andrée Starå Using Smartsheet