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Sales Formulas- Revenue by month and deal total by month
HI everyone, I am trying to create three formulas on a sales pipeline. The first is I am trying to track for the month of July how many deals we have that are opportunities. Then I am trying to track for the month of July how much revenue in deals we have that are in the opportunity stage. I then want to be able to track…
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Index/Match always returns the same
Hi all, Been searching on the community but could not find an answer to my issue. Sorry if i missed it. So i have a Master sheet for the sales team, with all the customers to contact, with one rep allocated on each of those customers. Then, the individual reps will have their own spreadsheets with only their allocated…
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How to show "most recent status"
Hi All, I have a "Client Health" column, where I'm using the five hearts symbols to rate the health of a client from 1 - 5. The "Client Health" will get updated every 30 days, based on the current status of the account. This happens in rows 19 - 23 only. In Row 1, of the "Client Health" column, I want to display the most…
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Formula to look across rows and columns in a table.
Hi there I need a formula that will look across rows and columns in a table. For example, I need the result for School District-B with 23 items. The result from the table below should populate with: $350 1-5 6-15 16-25 26-50 51-100 100-50000 School District-A $100 $200 $300 $400 $500 $600 School District-B $150 $250 $350…
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Task Dependency Block View
Would be awesome to be able to see projects in a format like that used by Casual.pm. Gantt charts make it very easy to see how tasks lead to deadlines, and to identify critical paths, but they are not great at immediately showing how tasks depend on one another, nor the total number of processes in action at any given…
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Variations of Forms Recently
Hello, We use the form function for all of our production orders everyday and recently, the form has been flip flopping between two different layouts. One is where there is the capability to upload multiple documents at a time and one where you cannot. Is Smartsheet doing some sort of testing or updates? Appreciate any…
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Dropdown List Multiselect Feature Request
I would like to submit a Smartsheet feature request that will allow users to do a "Multiselect" for a Column type of "Dropdown list". At the moment the only way I can do something similar is to create multiple checkbox columns, which makes the sheet hard to use due to all the extra columns. In Smartsheet today, you can…
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Email Comparison Formula Needed
Hello Community, I am looking for some help with an email IF Statement and a formula to more information, when a match is detected. I have a couple sets of 3 columns each: Email, First, Last and I need to compare Email with other sets of Emails. NOTE: The 2nd or 3rd or 4th set of Email, First, Last will not have First and…
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Formula results varying between today and yesterday
I have a formula pulling info from another sheet. This then feeds into a dashboard metric. The formula is a COUNTIF for anything with today's date. What is happening (and this sounds crazy....I had to get a couple of people to observe it to confirm it wasn't just me) is that at some moments in time the figure on the…