Sales Reporting: What It Is and How To Do It
Sales teams need reports to know how their initiatives contribute to growing the company’s bottom line. Here’s how you can build the sales reports they need.
13 Types of Reports (And What They’re For)
No matter your role, you’re probably involved in at least one report. Time to familiarize yourself with the different types of reports, from project health reports to external reports and more.
How to Build a Master Board in Trello
To see cards on multiple boards in one place, consider building a Trello master board.
How to Add Columns in Google Sheets
Adding columns to Google Sheets is an essential part of managing your data. Here are a few methods for doing that.
How To Create a Timeline in Google Sheets (2 Methods)
With Google Sheets’ new timelines feature, you can create a Gantt chart right in your spreadsheet. But what if that’s not enough? Then you can use Unito.
Need a Google Sheets Budget Template? Here Are 12 of the Best
Budgeting is crucial to your organization’s financial health, but you don’t always have access to a dedicated budgeting tool. Here are some templates for budgeting in Google Sheets.
9 Google Sheets Tips for Turning Exported Data Into a Great Report
There are a ton of ways to export data from a tool like Trello or Asana into Google Sheets. But here’s how you can easily turn a data export into a powerful report.
The 5 Best Smartsheet Integrations For Flawless Collaboration
Smartsheet integrations allow your teams to get a wealth of data from essential tools without copying and pasting it. Here are the best.
10 Best Examples of Workflow Management Software
With workflow management software, you can turn ad-hoc work into devined processes that mean your projects succeed every time. Here are some of the best examples.
4 Jira Service Management Integration Options
Jira Service Management is a powerhouse for IT teams, but it’s highly dependent on data from other tools. Here are your options for getting that data.
An Architect’s Guide to Salesforce Integration
Jacqui Park is a Senior Salesforce Solutions Architect at RafterOne with over a decade of experience consulting, building and delivering solutions to customers. She’s a Salesforce-certified specialist in digital transformation, CRM & Enterprise Resource Planning […]