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Sales pipeline and reporting - capturing feedback
Hi everyone, First time poster! I am looking to create a basic sales pipeline and reporting solution. The basic template is lacking 2 key things and i am trying to workout a simple way to add them without making the solution clunky! The people who will use the form are not IT savvy and if it looks too complex might well…
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Tag for Sellers or Service Providers
can there be a requirement for community participants advertising for the services they sell to have a user tag or disclaimer? In addition it would be very beneficial to restrict advertising in the feature request forums, that is just not the place.
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Complaints - Where to complain.
Hi Does anyone know how to lodge a complaint concern poor customer/support service? This is what I am getting from SS support. The Smartsheet website is the only website that cannot be accessed from my organisation. "Your IT department should be able to troubleshoot and resolve. Restarting the router should assist, but…
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SUMIFS formula syntax
Hi, I believe I'm needing help with the syntax for the SUMIFS formula. See the below photo with example data: I am wanting to total the revenue generated for each department (category) and sub department (topic) only if the status is labeled "Won" - which the above screenshot would not be included in the total. The "Topic"…
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How Generate Quotes Via Smartsheet
I am looking at making our internal quote system entirely through smartsheet. Is there a way in which i can expand a row in order to make relatively complex quoting system which almost acts as a mini excel sheet per row. the output would be a price but if needed the breakdown is seen. I would like the the Quote numbering…
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How do add columns in smartsheets dynamically based on a condition ?
I have the date of implementation of the project and I need to dynamically add the columns based on the date. Like for example if I had a 1-2-2024 as my date. It must give ,me 12 months for that date like march 2024 to jan 2025 each column contains 1 month a total of 12 columns and adding to it I have so many projects some…
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Using forms to Establish a Parent/Child Row Relationship
Hi, I'm trying to build out a sales pricing sheet that can be used by our sales team to enter a customers information and then the products that they'd like to purchase (with various different options). I'd want the interface for the sales person to be a form rather than a grid view to keep it simple and let various…
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Formula to lookup a value based on start and end date
Hi All, I need your support on this case. I have a project to improve the current sales report layout and I need to extract the Vendor Support data for each item depend on the sales records, and the start and end date for this vendor support. Here is an example: Below is the table where I want to have the formula to…
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Trouble with Chrome Base web interface, no horizontal scroll
Hello - Is anyone else experiencing this? We have several google "chrome base" desktops, (just like a chrome book laptop, only a desktop).....while working from with in the chrome web browser, on the chrome base, we are not able to use the horizontal scroll in the grid view. We have to resort to selecting a cell, and using…
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Options to display all formulas/functions in a sheet
Hi Community, I am a new user and would like to know if there is a way to view the formulas/functions within a sheet either as an ad hoc toggle on/off feature/shortcut or by leveraging the report builder. I understand that we could copy the formula/function body as text to a hidden column for reference or reporting.…
