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Billing Projection
All, Inquiring about breakout of 'Project Contract' to populate evenly across months based on 'Last Day of Start Month' & 'Last Billing Period.' Ex: Project Name 24006 would show $113,915 in June, July, and August to equal $341,745. Perhaps an added column in sheet is needed, that already has the even split sum. Attached…
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What is the sheet limit in business plan?
We are currently on an "silver" enterprise plan with 25 users and 22 provisional users until August 26, 2025. I'm exploring different ways to use smart sheet so I don't have to nearly double my costs with subscription model. Any help would be greatly appreciated, thanks Jef
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3 Levels of Hierarchy?
I am building a workspace with 3 separate levels: Master Overview Dashboard, 3+ team dashboards, & 5+ representative dashboards per team. I want the individual representative to be able to input data via a form and have control to edit a few columns. Each rep will "own" the data they input. Only want that data to flow to…
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Sales pipeline and reporting - capturing feedback
Hi everyone, First time poster! I am looking to create a basic sales pipeline and reporting solution. The basic template is lacking 2 key things and i am trying to workout a simple way to add them without making the solution clunky! The people who will use the form are not IT savvy and if it looks too complex might well…
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SUMIFS formula syntax
Hi, I believe I'm needing help with the syntax for the SUMIFS formula. See the below photo with example data: I am wanting to total the revenue generated for each department (category) and sub department (topic) only if the status is labeled "Won" - which the above screenshot would not be included in the total. The "Topic"…
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How do add columns in smartsheets dynamically based on a condition ?
I have the date of implementation of the project and I need to dynamically add the columns based on the date. Like for example if I had a 1-2-2024 as my date. It must give ,me 12 months for that date like march 2024 to jan 2025 each column contains 1 month a total of 12 columns and adding to it I have so many projects some…
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Tag for Sellers or Service Providers
can there be a requirement for community participants advertising for the services they sell to have a user tag or disclaimer? In addition it would be very beneficial to restrict advertising in the feature request forums, that is just not the place.
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How Generate Quotes Via Smartsheet
I am looking at making our internal quote system entirely through smartsheet. Is there a way in which i can expand a row in order to make relatively complex quoting system which almost acts as a mini excel sheet per row. the output would be a price but if needed the breakdown is seen. I would like the the Quote numbering…
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Formula to lookup a value based on start and end date
Hi All, I need your support on this case. I have a project to improve the current sales report layout and I need to extract the Vendor Support data for each item depend on the sales records, and the start and end date for this vendor support. Here is an example: Below is the table where I want to have the formula to…
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Im using Sales Pipeline Overview Dashboard, but want to have a pipeline sheet per rep
How would i link a new duplicated sheet to a dashboard, lets say i want to use the Sales Pipeline Tracking Template, but i want each of my reps to have their own Sheet-Sales Pipeline that reports up to the Dashboard. Is this allowed?
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Jira Connector subscription
I'm trying to reach out to sales or support team to subscribe to Jira Connector and resource management, but unfortunately with no response and cannot find from where I can subscribe with direct link, knowing that I'm subscribed to business plan
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Data Shuttle not pulling in new rows from source sheet
Hi, I have a Data Shuttle workflow that I set up that has been working for 4 months, but for the past few weeks, has not been picking up rows that should be added to the Target sheet. Any ideas why it suddenly stopped working? The source file is saved in Box (I've verified/reconnected by Box account). There are 96 rows in…
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SUMIF for terms in multiple selection drop down
Hello. I am trying to assign pricing according to requested testing, where each test has a specific fee associated with it. This fee is redacted in the below screenshot, but is formated as 123.45. I am hoping to get the sum of the different values. What can I correct in my formula to achieve this? Thanks!
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Generated Documents as Email Attachments
As the topic states, it would be great if we could simply attach our generated documents to an e-mail with a quick message OR remove everything except for the custom message and the link. ------------ Full explanation: We use a form to gather a sales request from customers (perfect, no notes). Then we use an automation to…
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Work Flow and Automation help
I am attempting to set up a workflow sheet between operations, sales, and owner. The idea would be to have master sheet where information is fed to it through multiple sources. Once the master sheet has all of the data needed it would then feed to sales and the owners to give them a snapshot of their work. Is it possible…
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How do I create a IF(AND formula combining multiple cross references?
In this screenshot I am sharing my rollup data sheet. Of the 6 Total Amex CB Count, I am trying to determine how many of those each of our Branches has but I keep getting different errors using formula: =COUNTIFS({Dispute & Chargeback intake sheet branch}, CONTAINS([Data Points]32, @cell), IF(AND({Dispute & Chargeback…
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Reporting to Referral Partners
Hi everybody! I'm hoping someone can help me with a solution to this particular feature I'm looking to integrate in my Smartsheets sales system. I have multiple sales reps in my company. Our Smartsheet system is used to help them keep track of leads they receive from various referral partners, transaction tracking once a…
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When will printing grouped reports be allowed?
This is a game changer for us, and we are sitting idle. We are examining other software that allows this functionality. This is critical for adapting to our changing business environments. This seems basic. I know it's not. Are there any updates? Thank you
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Paid for ProSupport but can't access it
I upgraded my business plan to include pro support. However, there are no phone numbers listed under the Contact Us section. My only option is to file a support ticket. On 6/5, I emailed Daniel Tiner, the sales rep who completed the purchase for me. I have not received a response. This is very frustrating as I paid for the…
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Trying to get some formulas to work to make a month timeline
I have a number of sheets that I am relaying on using this timeline sheet for. This is for a commission workplace and individual commissions. In the core sheet, I track the date of sale. Which that gives me a YEAR / Month. Then, I want to assign it a Current Month, Last month, 2 months ago, and so on. My goal was to…