Sales

Discussion List

  • 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…
    373 5
    373 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…
    1668 14
    1.7K 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…
    64 3
    64 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…
    119 8
    119 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
    14 1
    Answered - Pending Review 14 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.
    1315 6
    1.3K 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
    186 5
    Answered ✓ 186 views 5 comments Most recent by Andrée Starå Formulas and Functions
  • Any Plans to add "Funnel" Chart to dashboard options?
    In Using Smartsheet
    It would be REALLY useful to be able to visualize pipeline via a funnel chart.
    125 3
    125 views 3 comments Most recent by Harvey Stein Using Smartsheet
  • HYPERLINK API
    In API & Developers
    We have been using HYPERLINK("http://website.ws/links", "Click Here") in both excel and google spreadsheet, and since we need jotforms integration for client our current links in smartsheet is very long and creating hyp…
    569 2
    569 views 2 comments Most recent by Chris Brock API & Developers
  • How to set recurring reminders
    In Using Smartsheet
    I have been searching through the posts and found this formula: =IF(Complete4 = 0, TODAY(), “”) using my own column names. Each time I've tried to accept the formula, I get this error message: unparseable. Am I missing some of the formula …
    2661 11
    2.7K views 11 comments Most recent by Genevieve P. Using Smartsheet