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Sales Pipeline - Period View
Hi, I have a few sheets of Sales Pipeline for each Manager. I have brought all of the estimates sales data together in a separate sheet and created a Dashboard using this. However, I would like to only see data relevant to the particular Financial Year in the dashboard. Any suggestions on how to go about this?
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Column Number Function
Hi is there a function that can return the column number when given the column name? This would help when columns are added in sheets that have vlookups referencing them.
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IFERROR Formula
Hi All, Hope you're keeping well. I've recently started playing with IFERROR's and updating some existing sheets. I have a sheet that reports with each row being a week of the year. Many of the formulas for "Rows in the future" or in some case, "Rows in the Past" return DIV0 or similar errors which I'm trying to eliminate.…
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Any Plans to add "Funnel" Chart to dashboard options?
It would be REALLY useful to be able to visualize pipeline via a funnel chart.
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The Mythological Product Development Team
Once again, I have gone in search of what I would consider a perfectly logical and necessary function only to find that Smartsheet can't accommodate. When I call customer service, I receive the same answer every time: “We don’t currently offer that function, but we will submit this to our product development team and they…
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HYPERLINK API
We have been using HYPERLINK("http://website.ws/links", "Click Here") in both excel and google spreadsheet, and since we need jotforms integration for client our current links in smartsheet is very long and creating hyperlink manually for each row is a terrible ordeal. It would be great if you add HYPERLINK("URL", "Text")…
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How to set recurring reminders
I have been searching through the posts and found this formula: =IF(Complete4 = 0, TODAY(), “”) using my own column names. Each time I've tried to accept the formula, I get this error message: unparseable. Am I missing some of the formula (my Excel is rusty)? I want to have an email reminder sent daily until the task has…
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Taking quarterly goals and putting them into Smartsheet
I have a general table I use to keep track of goals for a sales team. I think they're relatively simple, but I'm having a heck of a time trying to get them into SS. The things I need to track: Goal value - numbers, for example $62,000 Actual QTD - numbers, for example $50,000 % to Goal - numbers, Actual QTD shown in % form…
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Commission Formula
Evening, Hope you're all well. I’m hitting a brick wall inserting a formula into a tracker for my sales teams commission structure which is being redone. It’s a tiered system whereby the salesperson will get commission in brackets until they reach target, and then a higher percentage on anything over target; (0.1% for the…
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Sales Projections Sheet
Hello All: I'm working on a sales projections sheet and looking to create and easy to notice symbol, on target, below target, and off-target. What is the formula to be able to easily create this? Thanks in advance. MH
