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Multiple Projects - Resource Overview
Hi, we are using Smartsheet for managing our Sales Pipeline. As soon as a project is ordered, we are using the same line to gather project information related to execution. I would like to add a Gantt Chart to each lien (via Hyperlink to another Smartsheet) in one cell with resources. Question: I would like to see a…
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Salesforce ServiceCloud Users/Connections
Hi Smartsheet Community, We're thinking of some use cases for helping Smartsheet users utilize Salesforce ServiceCloud data more effectively and efficiently. Any Salesforce ServiceCloud users out there who would be willing to chat with us and give us feedback on our use cases? Even if you don't use ServiceCloud but know…
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How to make a chart that calculates total sales by payment meothd?
Hello! I have a sales sheet indicating many information among of which is the total of each sale and the payment method (either cash or cheque). I made a report to group only sales from this month, with both payment methods, I wanted to add a widget to the dashboard from this report that will show total sales by cash and…
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How to group sales by representatives in a report?
Hello Smartsheet community! I have a sales sheet where new sales are added each day mentioning the amount and the representative. the sheet doesn't use contact list for representatives, just a simple drop down menu. I want to add a widget to our dashboard showing total sales by representative. I made a report by selecting…
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working with forecasting and actual sales amounts
This is the formula I am trying to activate to pull some sales data from a master sheet to a monthly summary by sales person. =SUMIFS({Current Lead Opportunity Tracker 2019 Range 3}, {Current Lead Opportunity Tracker 2019 Range 1}, "xxxx@xxxl.xx.xx", {Current Lead Opportunity Tracker 2019 Range 8}, "2", {D&C Current Lead…
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Using MONTH formula with a blank date cell
I have been using the month formula to create a month number from an 'Actual close date' column. however i get error when the source column 'Actual close date' is blank I can get the month number to work when dates are included with =MONTH([Actual Close date]4) and I can clear away error message if source is blank with…
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actual and forecast sales per month
I am trying to create a dashboard to show sales reveunues actual and projected. I have a column expected close date which I want to use for the forecast but the dates vary and although I can use month to get a numerical indicator of each month I cant work out how to create a formula which would capture all dates and…
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Auto fill cells with a number
I am trying to create an auto fill with a number. If Cell 2 is 5 then Cell 5 is 7%. Is that something I can do in Smart sheets? I am working on a commission smart sheet and the commission % depends on how many years the contract is for. Thanks
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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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Send a form once 2 weeks after date shipped
We send samples to our (potential) customers and we want to send a brief update form to the contact in the email to understand the success of the sample. We want this form to be sent once and 2 weeks after the date shipped. I tried investigating notification but I can't limit the notice to send once and on changing dates.…
