Airtable Revenue Updating - Multiple Months (Sprints) Tracking for Team Form Submission

[michellemedd]

I have an Airtable database set up where we track entrepreneurs we work with in Sprints (Jan-Apr, May-Aug, Sept-Dec). One feature I need to implement is a way for our team members to submit revenue updates as often as they need based on entrepreneurs they work with that earn revenue.

The way I currently have it set up is the following:

• I have a form created called revenue updates for the team to submit when they need revenue updates for their entrepreneurs
• In the form and in the airtable database, I field called "Guarantee Period Revenue" where they enter their revenue information and they select the entrepreneurs name from a drop-down field that connects back to the main database record

This has been working; however, there are 2 issues that the team faces:

1. When they enter the revenue into the field, they must remember what was previously entered and add the current revenue + new revenue before submitting the form.
2. Entrepreneurs work in Sprints with our team. We offer a guarantee based on what they paid for our program and we need to track their revenue to ensure they hit the target guarantee. The standard process is entrepreneurs sign up for 3 sprints (one year total). We need to track on the specific sprints they registered for - for the revenue.

My idea of how to set this up was the following way but I am not sure if there is an easier method ...

1. Create a new table in Airtable database and then create a form for this new table.
2. Create fields/columns in the new table for individual sprints. i.e. Jan-Apr 2024, May-Aug 2024, Sept-Dec 2024, etc.
3. In the form I only show the certain fields/columns (conditions) based on the specific entrepreneurs name and the number of sprints they signed up for.
4. Then in the main Airtable database I would have a rollup field where it formulates the total from all the individual sprint fields.

I'm not sure if this is the best way to think about this process. There may be an easier process to achieve this so I thought I would ask here for advice or ideas. We are trying to simplify this process for our team.

It does need to a be form for our team to submit as they don't have editor privileges in the account.

[TheTimeSavingCo]

Hmm, yeah your idea sounds solid and it's how I'd deal with it too I reckon

[michael569gardn]

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@michellemedd wrote:

I have an Airtable database set up where we track entrepreneurs we work with in Sprints (Jan-Apr, May-Aug, Sept-Dec). One feature I need to implement is a way for our team members to submit revenue updates as often as they need based on entrepreneurs they work with that earn revenue.

The way I currently have it set up is the following:

• I have a form created called revenue updates for the team to submit when they need revenue updates for their entrepreneurs
• In the form and in the airtable database, I field called "Guarantee Period Revenue" where they enter their revenue information and they select the entrepreneurs name from a drop-down field that connects back to the main database record

This has been working; however, there are 2 issues that the team faces: hp instant ink

1. When they enter the revenue into the field, they must remember what was previously entered and add the current revenue + new revenue before submitting the form.
2. Entrepreneurs work in Sprints with our team. We offer a guarantee based on what they paid for our program and we need to track their revenue to ensure they hit the target guarantee. The standard process is entrepreneurs sign up for 3 sprints (one year total). We need to track on the specific sprints they registered for - for the revenue.

My idea of how to set this up was the following way but I am not sure if there is an easier method ...

1. Create a new table in Airtable database and then create a form for this new table.
2. Create fields/columns in the new table for individual sprints. i.e. Jan-Apr 2024, May-Aug 2024, Sept-Dec 2024, etc.
3. In the form I only show the certain fields/columns (conditions) based on the specific entrepreneurs name and the number of sprints they signed up for.
4. Then in the main Airtable database I would have a rollup field where it formulates the total from all the individual sprint fields.

I'm not sure if this is the best way to think about this process. There may be an easier process to achieve this so I thought I would ask here for advice or ideas. We are trying to simplify this process for our team.

It does need to a be form for our team to submit as they don't have editor privileges in the account.

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Hello,
To simplify your process, consider these steps:

1. Create a Revenue Updates Table: This table will store individual revenue entries.
2. Form for Revenue Updates: Use a form linked to this table where team members can submit revenue updates. Include fields for the entrepreneur’s name, sprint period, and revenue amount.
3. Automate Revenue Summation:
   • Use linked records to connect each revenue entry to the main entrepreneur record.
   • Create a rollup field in the main table to sum the revenue from the linked records for each sprint period.

This way, team members only need to enter the new revenue amount, and Airtable will handle the summation and tracking for each sprint automatically.

Best Regards,
Michael Gardner

[michellemedd]

Is there any way I can set the fields/columns to accept multiple revenue inputs from the team? Sometimes they need to enter small revenue amounts each month, that get added to the main revenue totals? The team doesn't like to look back to see the amount in the column, then add the current revenue they need to enter before submitting the form submission.

[TheTimeSavingCo]

With the way you've set it up you'd add a rollup field to the new table that contains the individual sprints.  You'd select the revenue field from the form submission table and you'd use the formula `SUM(values)`.  That would add up all the submitted revenue values for that sprint