Sales
Discussion List
-
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 1.9K views 7 comments 0 points Most recent by cmore04 Formulas and Functions
-
Data hosting services within Canadian borderIn ENGAGEAnyone 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…
-
Sales pipeline with sort (need child/parent row stays together)In Using SmartsheetI 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…
-
Center of ExcellenceIn Using SmartsheetIf 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?
-
Time Tracking - Hours and MinutesIn Formulas and FunctionsI 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…
-
Auto fill a second column based on a drop down selection using a formIn Formulas and FunctionsI 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…
-
Conditional quantities for pricing sheet?In Formulas and FunctionsSmarties, 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…
-
Score formulasIn Formulas and FunctionsWe 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 views 1 comment 0 points Most recent by Andrée Starå Formulas and Functions
-
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…
-
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…
