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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.…
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Children function won't work past a certain rownumber
Hi, I am trying to use a sumif >>> =SUMIF(CHILDREN([Sales Stage]30); Status15; CHILDREN([Quotation budget]30)). However for some reason this function wont work passed row 40. Please help. Jesse
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Using OR in a SUMIFS or COUNTIFS Function
Hi Guys, Smartsheet noobie here and I was wondering if it is possible to use a OR in SUMIFS or COUNTIFS function. Basically I want to sum a count values in a particular columns if either one of 2 criterias a met in another column. My basic syntax is along the lines of: Sum all the values in column A, if column B has value…