Smartsheet Sales Pipeline Tracker

I need a Smartsheet pro to turn my raw contact and deal data into a clear, streamlined set of CRM tracking sheets focused on sales management—specifically sales pipeline tracking. The end product should let me see, at a glance, where every opportunity sits in the pipeline, who owns it, its value, and the next action required.

Deliverables
• A primary “Pipeline” sheet designed for quick, intuitive status updates (deal name, account, stage, value, close date, owner, probability, next step).
• Supporting reference sheets (e.g., contacts, products) linked with cross-sheet formulas to avoid duplicate entry.
• Automated workflows—alerts, reminders, row moves—so deals advance through the pipeline without manual nudging.
• A live dashboard pulling charts, metrics, and summary widgets that highlight total pipeline value, aging deals, and recent activity.
• Workspace hand-off with permissions set and a short loom or PDF walkthrough so my team can hit the ground running.

I’ll provide the current data in CSV along with branding assets; you set up the workspace, import the data, and configure the sheets and dashboard until everything flows smoothly. If you have examples of similar Smartsheet sales pipelines you’ve built, a quick look would help me gauge fit and timeline.