销售管道演进指标和仪表板

亚历山德罗Rugge
亚历山德罗Rugge ✭
在内容基本知识

我有一个智能表格，它记录了所有的销售机会，每一行一个，每个都标有预定义的特定阶段的机会(调查，资格认证，存档，执行等)。这些将自然地通过销售渠道发展，个人智能表贡献者将在它改变后不久更新阶段。

我希望能够计算一些指标，以了解机会进入后续阶段的速度有多快，例如，按阶段可视化销售，但根据每个阶段的机会是在这个阶段少于30天还是超过30天来区分机会，以及其他基于“进化”时间的指标，这些指标可以使用报告中的公式计算，并最终在仪表板上可视化。

最好的方法是什么?

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答案

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@Julie Fortney<\/a> <\/p>

Happy to help!<\/p>

This is the one I was thinking about. It's been some time since I played around with it, so let me know what you think after you've tested it.<\/p>

\n \n https:\/\/trackingtime.co\/time-tracking-for-smartsheet\n <\/a>\n<\/div>

✅Remember! <\/strong>Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up\/Awesome or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":468,"urlcode":"resource-management","name":"Resource Management"},{"tagID":553,"urlcode":"timekeeping","name":"timekeeping"}]},{"discussionID":106699,"type":"question","name":"Bridge Smartsheet Salesforce integration - redirect uri mismatch","excerpt":"Hello, I am trying to setup the Bridge Smartsheet Salesforce integration. I have followed the Smartsheet provided instructions at https:\/\/help.smartsheet.com\/articles\/2482029-salesforce-integration-overview-bridge to setup the Salesforce Connected App. I get the redirect uri mismatch error which says the redirect uri must…","categoryID":343,"dateInserted":"2023-06-21T15:05:04+00:00","dateUpdated":"2023-06-21T16:04:12+00:00","dateLastComment":"2023-06-22T04:28:35+00:00","insertUserID":134877,"insertUser":{"userID":134877,"name":"Neil Egsgard","url":"https:\/\/community.smartsheet.com\/profile\/Neil%20Egsgard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5tveebqufHw!ZEFfmXK0aXw!Dn7gBkJjOOH","dateLastActive":"2023-06-22T04:28:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":91566,"lastUserID":134877,"lastUser":{"userID":134877,"name":"Neil Egsgard","url":"https:\/\/community.smartsheet.com\/profile\/Neil%20Egsgard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5tveebqufHw!ZEFfmXK0aXw!Dn7gBkJjOOH","dateLastActive":"2023-06-22T04:28:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":22,"score":null,"hot":3374768619,"url":"https:\/\/community.smartsheet.com\/discussion\/106699\/bridge-smartsheet-salesforce-integration-redirect-uri-mismatch","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106699\/bridge-smartsheet-salesforce-integration-redirect-uri-mismatch","format":"Rich","tagIDs":[277,369],"lastPost":{"discussionID":106699,"commentID":381677,"name":"Re: Bridge Smartsheet Salesforce integration - redirect uri mismatch","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381677#Comment_381677","dateInserted":"2023-06-22T04:28:35+00:00","insertUserID":134877,"insertUser":{"userID":134877,"name":"Neil Egsgard","url":"https:\/\/community.smartsheet.com\/profile\/Neil%20Egsgard","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!5tveebqufHw!ZEFfmXK0aXw!Dn7gBkJjOOH","dateLastActive":"2023-06-22T04:28:44+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/B2DGWP3IILUP\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-22T04:28:43+00:00","dateAnswered":"2023-06-22T04:28:35+00:00","acceptedAnswers":[{"commentID":381677,"body":"

I solved the problem. A few key points:<\/p>

  1. The Callback URL in the instructions in Smartsheet Bridge - Salesforce Integration Overview<\/a> is wrong.<\/li>
  2. The correct Callback URL is:  https:\/\/system.converse.ai\/api\/settings\/oauth\/oauth2callback<\/li>
  3. I was able to analyze the error message to determine the correct redirect URI which is also the required Callback URL.<\/li><\/ol>

    Details of the solution<\/strong><\/p>

    How I found the solution<\/em><\/p>

    I determined the correct Callback URL by analyzing the Salesforce error that popped up when I clicked Connect on the Bridge.<\/p>

    What I clicked to generate the error<\/em><\/p>

    \n
    \n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

    Resulting error message<\/em><\/p>

    I pulled the redirect URI from the message and added it to the Callback URL field in the Salesforce Connected App and that worked. See the second highlighted string.<\/p>

    \n
    \n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

    Screenshot of correct settings for the Salesforce Connected App<\/em><\/p>

    Callback URL that works is:<\/p>

    https:\/\/system.converse.ai\/api\/settings\/oauth\/oauth2callback<\/p>

    \n
    \n \n \"User:<\/img><\/a>\n <\/div>\n<\/div>\n

    Neil<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":277,"urlcode":"Integrations","name":"Integrations"},{"tagID":369,"urlcode":"bridge-by-smartsheet","name":"Bridge"}]},{"discussionID":106723,"type":"question","name":"Is there a way to arrange data in a Metric Widget?","excerpt":"On my Dashboard, I have 3 metric widgets displaying metrics from 3 different departments via summary data from a sheet. 1 of the 3 widgets displays the information in an ABCD order while the other 2 display it in a DABC order. How can I reorder the data so that it is consistent and in the order I want? I would not think…","categoryID":321,"dateInserted":"2023-06-21T19:10:27+00:00","dateUpdated":null,"dateLastComment":"2023-06-21T20:04:13+00:00","insertUserID":159618,"insertUser":{"userID":159618,"name":"SASardy","url":"https:\/\/community.smartsheet.com\/profile\/SASardy","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!A4Dfn6qyguQ!pEjeKe7HqSY!L0au68m3r5x","dateLastActive":"2023-06-21T20:01:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":159618,"lastUser":{"userID":159618,"name":"SASardy","url":"https:\/\/community.smartsheet.com\/profile\/SASardy","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!A4Dfn6qyguQ!pEjeKe7HqSY!L0au68m3r5x","dateLastActive":"2023-06-21T20:01:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":22,"score":null,"hot":3374753680,"url":"https:\/\/community.smartsheet.com\/discussion\/106723\/is-there-a-way-to-arrange-data-in-a-metric-widget","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106723\/is-there-a-way-to-arrange-data-in-a-metric-widget","format":"Rich","tagIDs":[292],"lastPost":{"discussionID":106723,"commentID":381620,"name":"Re: Is there a way to arrange data in a Metric Widget?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381620#Comment_381620","dateInserted":"2023-06-21T20:04:13+00:00","insertUserID":159618,"insertUser":{"userID":159618,"name":"SASardy","url":"https:\/\/community.smartsheet.com\/profile\/SASardy","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!A4Dfn6qyguQ!pEjeKe7HqSY!L0au68m3r5x","dateLastActive":"2023-06-21T20:01:20+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-21T20:03:34+00:00","dateAnswered":"2023-06-21T19:42:26+00:00","acceptedAnswers":[{"commentID":381604,"body":"

    If you hover over the data point, you should be able to grab the button on the right and click and drag it up and down.<\/p>

    \n
    \n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


    <\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":292,"urlcode":"Dashboards","name":"Dashboards"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":5394,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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