Tableau Connector for Smartsheet

Build 25.0.9434

Report_Sales_Activity_And_Team_Objectives

Analyze sales activities and team objectives using a dedicated Smartsheet report for performance tracking.

Columns

Name Type References Description
Sheet Name String The name of the sheet representing sales activity and team objectives, providing a top-level identifier for the report.
Primary String The primary column, typically used as a key identifier or main reference point for each row in the sales activity and objectives table.
Responsible String Indicates the individual or team responsible for the associated sales activity or objective, helping to assign accountability.
Pace String Represents the pace at which sales activities are progressing, helping track velocity against goals.
Percent to Goal String Shows the percentage completion towards the specified sales goals, aiding in performance tracking.
Due Date Datetime The target completion date for the sales activity or objective, allowing for effective time management and planning.
Actual String Records the actual performance or results achieved in the sales activity, enabling comparison with the target goals.
Quota String Specifies the target or quota assigned for the sales activity, serving as a benchmark for performance evaluation.
Comments String Provides additional notes or remarks related to the sales activity or objectives, offering context or insights for each entry.
State String Denotes the current status or condition of the sales activity, such as 'In Progress,' 'Completed,' or 'Pending.'

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Build 25.0.9434