Sales

Discussion List

  • 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
    279 10
    Answered ✓ 279 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
    77 1
    Answered - Pending Review 77 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
    265 12
    Answered - Pending Review 265 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…
    739 4
    739 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…
    90 8
    90 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 …
    260 12
    260 views 12 comments Most recent by Andrée Starå Formulas and Functions
  • How do I track incoming emails in a Smartsheet?
    In Using Smartsheet
    We are getting slammed with inquiries to our [email protected] gmail address. I think there's a way to send all those emails to a Smartsheet so I can assign, triage, and track our responses.
    Answered - Pending Review
    292 3
    Answered - Pending Review 292 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Index/Match? Not sure best function for my needs
    In Formulas and Functions
    Hello, I have a very extensive sales tracker that I use to log charges and calculate the sales rep's commissions based on those charges. The commission percentages change depending on a variety of scenarios, so I created four columns with …
    Answered - Pending Review
    33 2
    Answered - Pending Review 33 views 2 comments Most recent by Annie Dunn Formulas and Functions
  • Track time an item was open (active)
    In Using Smartsheet
    I have a date stamp column already in the SmartSheet. When a new row is added, a date and time are assigned. What would be the best method of tracking and reporting the time duration between when the row was added and when it was closed ? …
    266 16
    266 views 16 comments Most recent by Paul Newcome Using Smartsheet
  • Dashboard reading data from same sell
    In Using Smartsheet
    I want to be able to display the data from the same cell in a sheet within the dashboard The sheet is updated using forms which put new data on the top row, but the value of the cell I had selected in the top row (now the second row) rema…
    42 4
    42 views 4 comments Most recent by Andrée Starå Using Smartsheet