Hello everyone! I’m trying to set up my small (but growing) catering business with a more dynamic customer database than the google sheet we currently use and I’m wondering if it’s possible to acheive the following with Airtable:
Here’s the scenario I want to start documenting better:
We cater for a corporate client called Acme. Acme is a large company and we have 4 different people from that company that contact us to place catering orders. We’d like to be able to track catering sales per individual in a company AND be able to see overall catering revenue from the entire company.
On the individual basis, we have Annie. Annie ordered from us twice in the past month (we love Annie). In addition to keeping record of Annie’s contact info, I also have a record of when she started placing orders with us, when her last order was, how long it’s been since her last order and how much catering (price wise) that she’s ordered from us in total. I record this data for the three other people from Acme that also order from us.
How can I use Airtable to get a summary of the overall company’s spending with us? I’d like to be able to see the following data:
The last date that anyone from Acme ordered from us
How long its been since anyone from Acme ordered from us
How much money Acme has spent with us to date
I hope that makes sense! Is this possible with Airtable?