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Commission tracking
Good morning Smart Sheet community. I have been tasked to create a commission tracking smart sheet for our sales team. If you have a pre-fab sheet(s), and willing to share, I would be forever grateful. Otherwise, here was my thoughts on said sheet. First sheet would be for the actual sales. This would have a form available…
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IF Formula Based on Selected Quarter
Hi, I would like to write a formula that selects the appropriate sales tax rate with each quarter. I think I may be missing something basic when if comes to IF formulas...Does it matter if the sales tax column was created as a dropdown list? Is there a limit to the length of this formula if I were to add on with future tax…
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RYG Status based on Variance
Greetings, Does anyone know if there is a formula to automate RYG based on Variance? I am trying to track budget (not dates). I would like to show Red balls when a task is over budget. Any ideas on the formula? Thank you!
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Looking for a Guru to Build a Smartsheet + Quickbooks Solution
Hi I have a small engineering company 15 people that has not been able to find a real good Portfolio management solution so am considering creating my own with Quickbooks + Smartsheet. I use Smartsheet for managing commissioning projects so would expand this to include all of the 125 projects we currently have on the…
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How can I display a date range based on week/month numbers?
Here's the situation: I have a bar chart on a dashboard that displays the dollar value of bids submitted by week going back the last five weeks and another for the last five months to help the estimating team track where we are on meeting goals. At the moment the labels under the bars are Last Week, 2 Weeks Ago, etc.…
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Keeping old and new data when needing approval/decline
We use Smartsheet for forecasting budgets per team. Each team has its own sheet with each line item that rolls up to sheets, reports, and a dashboard (with graphs and metrics). The columns represent both forecast and actual money spent per month (two separate columns per month). When a product owner adds a forecast amount…
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SUMIF value exists, leave blank if cells are blank (nothing to sum)
I'm trying to figure out how to create a formula to sum a column if there are values, but leave the field blank if there are no values in the range. Is that possible? Here's the background: I'm trying to create a status report that shows whether or not someone has actually entered values into the appropriate column. If…
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Summarizing and aggregating for the same code from multiple sheets
Dear Expert, I have 40 sheets containing following column with example (example for one sheet only): Equipment ID | Equipment Group | Part Name | Quantity | Unit Price | Total Price 11MBX21 | AAF | Bearing | 2 | 150 | 300 11MBX22 | AAF | O-ring | 1 | 50 | 50 11MAK10 | BAC | Sensor | 2 | 500 | 1000 11MAD15 | BBA | Switch |…
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How do I return a value, based on a date, between dates? (versus week numbers)?
I am trying to return a value to a cell, based on a date condition at the top of the column. For example, if there were 52 columns of the "week dates" in a year. The parameter for the return value is IF the date condition falls between a start date and finish date. I have been able to do this when I convert all dates to a…