Sales

Discussion List

  • Charts Plotting 0
    In Using Smartsheet
    I recently contacted support to find out if there was an option within dashboard charts to keep the charts from plotting 0. I received the following response: Currently we don't have a feature in place that will prevent specific values fr…
    765 14
    765 views 14 comments Most recent by Paul Newcome Using Smartsheet
  • Cross Sheet reference/"assigned to" allow multiple contacts per cell LIKE formula?
    In Formulas and Functions
    SS community - I need help. I have created a Sales Pipeline sheet for my sales team, sales stages etc which is basically it's own CRM. I am trying to gain metrics in order to keep the sales team members honest and report the truth to the l…
    135 6
    135 views 6 comments Most recent by jwilson970216 Formulas and Functions
  • Pricing: A La Carte Apps
    In Apps, Integrations, and Add Ons
    Smartsheet, you need you allow apps to be added a la carte to Business accounts. Restricting apps to Enterprise is unnecessary. It feels like nothing more than hard-ball sales tactics. While Smartsheet has helped our business organize our…
    Accepted
    32 2
    Accepted Answer 32 views 2 comments Most recent by Genevieve P. Apps, Integrations, and Add Ons
  • Report on all sheets I am part of as Assigned To
    In Using Smartsheet
    Many of our team members will be allocated to many different sheets. 1. Is there a feature how to make a report showing all sheets I am assigned to?, and as a continuation a report showing specific tasks in those projects, for example Gat…
    304 5
    304 views 5 comments Most recent by Jose Maria Martinez Using Smartsheet
  • Count Number of Cells that Contain Certain Text?
    In Formulas and Functions
    Hello, I am trying to count the number of cells that contain certain words, such as "NYSEG" or "RGE," when the cells may contain more than one of these words. I have tried using =COUNT(FIND("ConEd", [Utiliti…
    1235 14
    1.2K views 14 comments Most recent by Genevieve P. Formulas and Functions
  • database
    In Using Smartsheet
    Hello, Smartsheet team! I work for a medical equipment sales company which is intereted in create a database of all our client’s equipment. We want to sort all this information out in order to eliminate paperwork. We need to apply differe…
    52 3
    52 views 3 comments Most recent by Mr. K Using Smartsheet
  • Separate notifications for added rows
    In Using Smartsheet
    Hi, I want to create a separate notifications for each row that is added when certain conditions apply. I'm sharing a screenshot of how the notification is set up. The issue that I have is that if more than one row is added before saving…
    52 8
    52 views 8 comments Most recent by ker9 Using Smartsheet
  • Sales Pipeline - Period View
    In Formulas and Functions
    Hi, I have a few sheets of Sales Pipeline for each Manager. I have brought all of the estimates sales data together in a separate sheet and created a Dashboard using this. However, I would like to only see data relevant to the particular …
    Answered - Pending Review
    13 1
    Answered - Pending Review 13 views 1 comment Most recent by Bassam Khalil Formulas and Functions
  • Column Number Function
    In Formulas and Functions
    Hi is there a function that can return the column number when given the column name? This would help when columns are added in sheets that have vlookups referencing them.
    990 6
    990 views 6 comments Most recent by Paul Newcome Formulas and Functions
  • IFERROR Formula
    In Formulas and Functions
    Hi All, Hope you're keeping well. I've recently started playing with IFERROR's and updating some existing sheets. I have a sheet that reports with each row being a week of the year. Many of the formulas for "Rows in the future"…
    Accepted
    67 5
    Accepted Answer 67 views 5 comments Most recent by Andrée Starå Formulas and Functions