Learn how to roll up several project sheets by linking cells or creating a report, and what the benefits are to each method. In this webinar, Erin from Smartsheet’s training team demonstrates how to create a sales region rollup from information on individual sales pipelines. Then, she’ll show you how to set up a report detailing specific sales reps’ high-value deals for the week. Whether you need an executive-level view of your project that lets you update underlying info, or a quick overview of your progress, Smartsheet helps provide visibility and transparency to your team. 1:32 Learn about inbound and outbound cell links 3:52 Use cell linking to create a sales region rollup dashboard, either by copying and pasting from the source sheet, or by (8:00) selecting values to pull into the rollup sheet 10:23 Share and publish the rollup dashboard 11:45 Build a report, a high-level filter that lets you update underlying sheets 24:50 Publish the report 25:20 When should you use cell linking, and when is it better to use reporting? 28:52 Erin answers questions from webinar participants We offer weekly webinars to help you get the most out of Smartsheet. Sign up for one, or view the archives, at https://www.smartsheet.com/webinars ------------------------------------------------------------------------------------------------------- Smartsheet is a work management tool in a familiar spreadsheet layout. With millions of users in more than 175 countries, Smartsheet helps businesses of all sizes improve productivity, collaboration, and efficiency. Learn how Smartsheet can help you get more done in less time at http://www.smartsheet.com ----------------------------------------------------------------------------------------------------------- Get tips on using Smartsheet and discover new features with some more helpful videos: Resources for New Smartsheet Users: http://bit.ly/new-smartsheet-users-resources Working in Smartsheet: http://bit.ly/working-in-smartsheet Smartsheet Overview: http://bit.ly/smartsheet-overview-video Gantt Chart View: http://bit.ly/ganttchartview Make a Gantt Chart with Dependencies: http://bit.ly/ganttwithdependencies Work Smart Webinar: Project Management for Non-Project Managers: http://bit.ly/project-mgmt-non-project-mngr More Productive Email with Smartsheet for Outlook: http://bit.ly/smartsheet-for-outlook Smartsheet and Google Apps for Work: http://bit.ly/smartsheet-google-for-work

• published: 08 Apr 2015
• views: 6051