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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…
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NESTED IF FORMULA WITH PARENT/CHILD ROWS
Hi everyone, I am struggling with a formula to populate a parent row, as either "On Track" or "Off Track". This is dependent on how the child row compares to the "Weekly Goal". The formula I am trying to use is shown below but, Im doing something wrong. (screen shot of sheet also attached) =(IF(CHILDREN([January (Week…
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How can I display a date range based on week/month numbers?
Here's the situation: I have a bar chart on a dashboard that displays the dollar value of bids submitted by week going back the last five weeks and another for the last five months to help the estimating team track where we are on meeting goals. At the moment the labels under the bars are Last Week, 2 Weeks Ago, etc.…