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considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…
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VLOOKUP and COUNTIFS
Hi all, Hoping to get some help with a LOOKUP/COUNTIF formula. I'm trying to create a grid that counts issue location by month. I've created this column in the source sheet which is the range for the VLOOKUP. The sheet that this information needs to be pulled to: I'm struggling to create a formula that will count each…
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Multi-tier reporting in Control Center?
I am looking for a way to set up a report in my parent blueprint so that: Every time a new child project is provisioned, a specific sheet from that project is added to the report at the parent level. The parent report is a collection of that sheet in all child projects. Things I tried that didn't work: -Adding the child…
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Customized Report
How do I create a customized report that, for example, uses just the values (no column names) from different sheets? Would it be considered a dashboard? Which feature do I begin with?
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Customized Report
How do I create a customized report that, for example, uses just the values (no column names) from different sheets? Would it be considered a dashboard? Which feature do I begin with?
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Data Mesh: Stop feeding Deleted Rows to Data Mesh sheet
I was told that once rows from a source sheet make their way to the Data Mesh sheet, there is no way to remove them. Even though the rows may no longer exist in the source sheet, you can't prevent them from showing up again in the Data Mesh sheet. My source sheet (report) is pulling from multiple projects so it's not…
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Is there a way to weight a report based on a value?
We track tasks with smartsheets and we have an effort level column that is meant to help demonstrate (via a report) what workload across a department looks like. We want to be able to create a report that weights projects with a '1 effort level' smaller than a '4 effort level'. Any suggestions on how we could do this?
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Allow Data Shuttle to use reports to offload data
Hi, I have a Dynamic report that gathers information from the same sheet across a number of projects and displays the lines that meet a certain filter criteria. Currently I have to export this to an excel file and add it as an attachment to the sheet that I want updated by the Data shuttle workflow. It would be good to…
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Indexing the way to go?
We have a master list, utilizing Smartsheet to build a CRM, that will be completed by form entry or by sheet entry and can be completed by different team members who contact the same business. 1 - looking for ways to report cell history specific to a business filtered by business name 2 - looking for a way to group…
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How do I report on the Intake Submission Date field from the Project Intake Sheet?
Hi, I'm using the PMO template. The "Intake Submission Date" column is system generated in the "Project Intake Sheet". Is there a way to pull this column into a report? When I create a report using the Project Intake Sheet, the Intake Submission Date does not show up as a field that I can select. Project Intake Sheet and…
