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Need Help With Sales Pipeline Formulas and Charts

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Caleb_Wininger
4 - Data Explorer
4 - Data Explorer

Hey there! I’m putting together a sales lead board for my sales reps and office admin. I need a few basic things:

-Office admin needs to be able to have a high level view of all incoming leads and the various touches we have with them as they move through the sales process.

I need to board to calculate a few things for my sales reps
-close rate
-average closed $ value over a given time period
-total quotes sent over a given period
-it also needs to be able to sort leads by geography so they can set routes for their sales calls.

what i have so far is a sales pipeline template with a Google Maps block integration.

what i need help with is structuring it so that the board does the calculations i need and displays them in a straightforward way. ideally i would like to use this board as a sales leaderboard as well.

I’m looking for someone who’s versed in the formulas, rollups and pivot tables. Need this assembled asap. Let me know if you think you can help!

3 Replies 3
Anonymous
Not applicable

Hi @Caleb_Wininger,

I took a look at your request and can definitely help you and get started on this right away. Could you please schedule a free consultation with me via this link so we can discuss your project in detail:

https://calendly.com/ericwebdesigner/30

You can also connect with me on linkedin - http://linkedin.com/in/eckline

Best,
Eric

James_kevinn
4 - Data Explorer
4 - Data Explorer

This seems to be Possible, still looking for an helping hand share your email and skype… please PM

Andrew_Johnson1
8 - Airtable Astronomer
8 - Airtable Astronomer

Hi Caleb,
Sounds well within my area of expertise and I would be happy to help.
You can reach me on andrewjohnson56782@gmail.com
Best Wishes,
Andrew