Sales

Discussion List

  • Taking quarterly goals and putting them into Smartsheet
    In Using Smartsheet
    I have a general table I use to keep track of goals for a sales team. I think they're relatively simple, but I'm having a heck of a time trying to get them into SS. The things I need to track: Goal value - numbers, for example $62,000 Actu…
    Accepted
    206 12
    Answered ✓ 206 views 12 comments Most recent by Tiara Rea-Palmer Using Smartsheet
  • Commission Formula
    In Formulas and Functions
    Evening,  Hope you're all well. I’m hitting a brick wall inserting a formula into a tracker for my sales teams commission structure which is being redone. It’s a tiered system whereby the salesperson will get commission in brackets until t…
    Accepted
    152 9
    Answered ✓ 152 views 9 comments Most recent by Paul Newcome Formulas and Functions
  • Sales Projections Sheet
    In Formulas and Functions
    Hello All: I'm working on a sales projections sheet and looking to create and easy to notice symbol, on target, below target, and off-target. What is the formula to be able to easily create this? Thanks in advance. MH
    Accepted
    23 3
    Answered ✓ 23 views 3 comments Most recent by Andrée Starå Formulas and Functions
  • How to use COUNTIFS with HAS and match 2 Columns while counting multiple selections in dropdown
    In Formulas and Functions
    How to use COUNTIFS with HAS and match 2 Columns while counting multiple selections in multi select dropdown ? Solving for: How many "Devon's Corner" Leads do we have by Location Type - "Bar" or "Brewery".. I…
    Accepted
    25 5
    Answered ✓ 25 views 5 comments Most recent by Mark Cronk Formulas and Functions
  • Day of Week instead of short date
    In Formulas and Functions
    Hello,   I would like to have a formula in place that automatically selects a day of week based on the date we paste in the "Bid Date" Column. When 3/26/18 is loaded into [Bid Date] Column it produces "Monday" in the …
    1054 4
    1.1K views 4 comments Most recent by radix Formulas and Functions
  • The Mythological Product Development Team
    In Using Smartsheet
    Once again, I have gone in search of what I would consider a perfectly logical and necessary function only to find that Smartsheet can't accommodate.  When I call customer service, I receive the same answer every time: “We don’t currently …
    893 13
    893 views 13 comments Most recent by Miles Allison Using Smartsheet
  • Is there a way to create a search box?
    In Formulas and Functions
    We are wondering if anyone knows how to build a public facing sheet that has a search box where customers could type in a word or two and then have it return any hits. The data that would be searched could be linked to another sheet and th…
    Answered - Pending Review
    1380 11
    Answered - Pending Review 1.4K views 11 comments Most recent by Reni Viessmann Formulas and Functions
  • Auto Save
    In Using Smartsheet
    I just noticed that all of my sheets are  now auto saving. When did this start? Not sure if this is a good thing or bad thing.
    6021 4
    6K views 4 comments Most recent by Steve Lyman Using Smartsheet
  • Multi-select string operation
    In Formulas and Functions
    Hi all, I have three columns which have the same drop down options: requested, received and pending. I would like the "pending" column to have all options from the "requested" column except for what's in the "recei…
    Answered - Pending Review
    63 3
    Answered - Pending Review 63 views 3 comments Most recent by Kelly Moore Formulas and Functions
  • Sharing only certain data for edit on sheet.
    In Using Smartsheet
    Hi,  I got 5 sales reps that all log their new customer in rows on a master sheet. Each row has an assign to column for each sales rep. How could I share this sheet to each one of the sales rep so that they can only see their customers an…
    108 6
    108 views 6 comments Most recent by Steve Rieger Using Smartsheet