Sales

Discussion List

  • Formula to Forecast Material Quantity Received vs Consumed
    In Formulas and Functions
    I am hoping there is a formula to see what I will need to forecast to purchase for material received vs consumed. Any help would be greatly appreciated!
    Accepted
    22 5
    Accepted Answer 22 views 5 comments Most recent by Andrée Starå Formulas and Functions
  • SUMIFS to Calculate Values for a Specific Year/Date Range
    In Using Smartsheet
    I am trying to use SUMIFS with multiple criteria, and I am failing horribly. I seem to be having trouble when I try to add the criterion to sum data from a specific year (from a Date field) and/or when I attempt to add data from a date r…
    Accepted
    313 7
    Accepted Answer 313 views 7 comments Most recent by Paul Newcome Using Smartsheet
  • Sending out Notifications with Attachments
    In Using Smartsheet
    Hi there, I have set up Smartsheet so that when a Customer Order is fulfilled, the row of the Order is sent back to the Customer as an Order Confirmation. Also, we attach the Invoice for the Customer Order which should be sent back in the…
    1037 13
    1K views 13 comments Most recent by Andrée Starå Using Smartsheet
  • Multiple forms to a record
    In Using Smartsheet
    Hi, Wanted to check if there is a mechanism wherein smartsheet can store the information collected via different forms at different points in time in a single row ? Providing an example below for more clarity -  Lets say we break the cl…
    1015 9
    1K views 9 comments Most recent by Andrée Starå Using Smartsheet
  • Subtract list of items from Inventory
    In Using Smartsheet
    Hi, I have a Inventory Sheet with list of items and also the quantity of each item. I also have products that use various items from the Inventory list, for example: Product #1 = 2 screws, 1 sign, and 2 hooks. And the way I have set it up …
    Accepted
    197 10
    Accepted Answer 197 views 10 comments Most recent by Benny Neufeld Using Smartsheet
  • Highest value on the last six values of data
    In Formulas and Functions
    I'm looking to find a formula that will capture the last six months of data and then return the highest value within those six values. On excel, I've used, for example, MAX(OFFSET(B3,COUNTA(B3:B113)-6,0,6,1)) but I see "offset" i…
    Answered - Pending Review
    64 1
    Answered - Pending Review 64 views 1 comment Most recent by Paul Newcome Formulas and Functions
  • How to have a report exclude certain items
    In Using Smartsheet
    Hi, I'm trying to build an action item report that only shows approved items that do not meet certain criteria. So in the smartsheet, there is a check box for a document attached and several columns for links to other places. I would like…
    Answered - Pending Review
    156 12
    Answered - Pending Review 156 views 12 comments Most recent by Andrée Starå Using Smartsheet
  • Value in one sheet create a "populate" trigger in another sheet
    In Using Smartsheet
    Good afternoon We have a bid invite sheet that we fill out with prospective jobs (each row is a prospective job) to bid on. It has multiple columns of Data that if we decide to bid on the job would need to be transferred to our sales/esti…
    617 4
    617 views 4 comments Most recent by Pam Grant Using Smartsheet
  • Forms with Workflow
    In Formulas and Functions
    Hi, Is it possible to creare forms with workflow e.g if I click "fruits" I will se options "Apples, Oranges..." If I click "Veg" I will se options "Tomato, Onion..." I would like to create Sales tool…
    62 8
    62 views 8 comments Most recent by Andrée Starå Formulas and Functions
  • FORMULA NOT WORKING
    In Formulas and Functions
    HI,   I have a formula  =IF(E3>0,E3-C3,TODAY()-C3) this works great in excel but in smartsheet it comes back with #INVALID COLUMN VALUE  can anyone help fix this issue?? Please see attached excel with formula in Column D  Thank you …
    232 12
    232 views 12 comments Most recent by Andrée Starå Formulas and Functions