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Course module completion records - ADVICE NEEDED

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anta2
4 - Data Explorer
4 - Data Explorer

I have a client base with tables for sales, onboarding, offboarding, interactions and I want to create a table for course completion.

What would be the best practice for this table? I have 250 clients and I can't export the data from my course platform host so our VA will be manually entering the % completed for each client on a monthly basis. Would my primary file be the client and then I create a new record for each client each month and add the % of course completed as a number field?

Is there a way to make creating new records super quick?

 

1 Reply 1
olafjasiniak
4 - Data Explorer
4 - Data Explorer

You could create 3 tables:
- Clients
- Client profiles
- Months

Then, each month (via automations of make.com) create a new "Client profile" with Month and the Client linked. This way you can keep track of what was happening with each client during each month