Smartsheet Licensing Plans

• Create and Edit formulas referencing cells, ranges, and columns in other sheets using VLOOKUP
• Summarize data from another sheet using SIMIF, COUNTIF or any other function
• Access new, real-time formula help to assist you as you build formulas

Maintain your organization's brand recognition by applying custom colors and uploading your logo to Smartsheet. The color settings and logo branding that you apply will be displayed in the Smartsheet application, as well as in email messages sent out from Smartsheet.

• With a report, you can compile information from multiple sheets and show only items that meet the criteria you specify. For example, if you wanted to see all tasks that are assigned to you, that are labeled as high priority, and that are not complete, and if you wanted to see those tasks from multiple sheets, you could do that with a report.
• Similar to a sheet, a report can be sent, shared, and published. You can also edit and sort data in a report. Note that a report is different from a sheet because no information is stored within it. Because of this difference, reports don't count against the sheet limit for your account.

• Pull allocation information from existing project sheets and compiling it to see who is allocated to what tasks, and for how long. The information is displayed in a simple dashboard across all projects.

• Smartsheet notifications may be delivered to Slack channels (public and private)
• Single row notifications contain detail regarding what fields changed in the row whereas multiple row notifications contain a simple summary of changes (e.g., 2 new rows added)
• All Smartsheet notifications in Slack contain a link back to Smartsheet; Single row notifications contain a row link and multiple row notifications contain a sheet link.

• The Smartsheet Live Data Connector provides industry-standard connectivity via ODBC to the third-party apps you use most, like Tableau, Excel, QlikView / Qlik Sense, Tibco Spotfire, and more.
• This allows you to deliver powerful data visibility and insights with your Smartsheet data via the tools you already use.

• Smartsheet dashboards are the perfect way for individuals, managers, and executives to get a quick, visual status of their top projects, see summary reports on goals, view important deadlines, and follow links to key information — all in one customizable view
• Access real-time information from desktop or mobile with live reports and dashboards
• Surface key reports from multiple sheets in a single, centralized view with embedded reports
• Easily customize and configure views to surface exactly the metrics you care about
• Display live data, charts, and the metrics that matter with interactive and customizable widgets
• Keep team members informed, engaged, and accountable with anytime, anywhere access

• Communicate relationships within your data in real time with a visual chart.
• The charts that you create can be added to dashboards to quickly and easily communicate the health of a project, department, and more
• Currently, Smartsheet offers the following charts: Line, Smooth line, Stepped line, Bar, Stacked bar, Column, Stacked column, Pie, Donut

• See your team members’ availability on Skype for Business from within Smartsheet
• Initiate a secure instant message conversation from a sheet to stay in context
• Automatically save conversations to the comments column on a row in your sheet, so they can be viewed by anyone with access to the sheet at any time

• The Activity Log gives sheet owners, admins, and editors one place to see who has viewed a sheet, what changes were made, and when those activities occurred.
• Ensure that everyone is prepared for a meeting - without making more work for anyone - by enabling you to quickly check to see if meeting participants have seen the latest content.
• With the ability to filter Activity Log by date, you can see changes that were made on a specific day or between a defined date range.

• Put simple and powerful work process automation rules to work in a matter of minutes, saving your team time and unlocking innovation.
• Automate repetitive actions by creating automated approval and update requests that are triggered based on preset rules
• Easily build your own automated actions — without a single line of code, complex formulas, or help from IT
• Submit and respond to update requests and approval requests inside the Smartsheet desktop and mobile app, Notification Center, or from email
• Automate productivity killers to free up time for innovation

• Pull people into a conversation or notify them about something important within Smartsheet
• Incoming @mention notifications can be configured based on the preference of each user, ie. in the notification center, via email and via mobile notifications

• Roll-up date in a report with summaries on group headers

• Make Sense of data in sheets by referencing or entering data in the sheet Sheet Profile. Leverage profile data to compaire projects, standardize information, run reports and improve searches
• Profile data is custom summary information attached to the sheet
• Search and report on Sheet Profile
• Use formulas to reference data in the sheet or manually add information to the sheet profile
• Define up to 200 fields in your sheet profile

• Lock a request upon submission for approval
• Lock tasks upon completion
• Lock completed phases in a stage-gate process

• Automatically Assign a row to a contact based on a status chage
• Add Timestamps to a row at specific stages in a workflow
• Set rules to categorize work automatically

• Set up a workflow to move rows based on status changes within the row
• Archive irrelevant rows from an active sheet
• Distribute rows to different teams as a part of an intake process

• Create Workflows with multiple approvers in an approval process
• Supports sequential and parallel approvals
• Determine the approval path based on conditions you set