エンタープライズ向けに構築

Territory Management with Summary Template

Manage sales territories by region and allocate reps to accounts, tracking resource levels per region to execute territory strategy.

Requirements Collection Checklist Template

Visualize, organize, and communicate requirements for a new project, monitoring status, priority, and deadlines to ensure nothing is missed

Team Task List by Priority Template

Bring focus to your team's next status meeting with real-time information regarding tasks, reducing status update requests and meetings

Team Objectives Tracker Template

Manage team objects to ensure that deliverables and goals are aligned with supporting documents in a centralized location to share with management driving visibility and accountability.

Team Project Task Board Template

View and track projects across your team by assignee, status, or feature type. Identify resource gaps and delegate tasks to balance workload.

Tax Deductible Mileage Expense Tracker Template

Track tax-deductible car trips for business, charitable, and moving purposes, centralizing supporting documents, like receipts and trip plans, in one location.

Task and Progress Monitor Template

Track tasks across multiple projects in a single sheet, saving related files and discussions in one location accessible to your team

SWOT Analysis Template

Evaluate strengths, weaknesses, opportunities, and threats related to your project or organization, while capturing discussions and supporting documentation in a centralized location.

Smartsheet Formula Examples Template

Learn to use Smartsheet formulas in a live sheet with example data for all Smartsheet functions and operators.

Sales in Process with Gantt & Dependencies Template

Manage multiple sales opportunities across all stages of the sales process, gaining visibility into progress and identifying at-risk opportunities to quickly mitigate.

SEO Checklist Template

Stay on top of search engine optimization tasks across your pages to easily visualize gaps and take immediate action to address them in one, central location.

Sales Training Development Guide Template

Develop your sales training program in collaboration with sales managers and speakers, attaching training materials in a centralized location accessible to all.

Sales Pipeline by Size Template

Monitor key sales information based on deal size, getting real-time updates from sales reps through the Smartsheet mobile app.

Sales Pipeline with Summary Template

View and track key sales data for your entire sales team, leveraging the pipeline summary to report on sales performance in real time.

Sales Pipeline by Stage Template

Organize and manage your sales pipeline based on stage, getting real-time updates from sales reps through the Smartsheet mobile app.

Sales Pipeline by Rep Template

Track sales pipeline details by individual sales rep, getting real-time updates through the Smartsheet mobile app.

Sales Activity Tracker by Week Template

Track performance of sales reps against weekly activity targets, and roll up activity details to report on performance and status.