Apr 21, 2022 06:38 PM
Hi - My company is seeking to speak with an (experienced) AirTable consultant/contractor who can help us with a few (custom or templatized) functions we’d like to add to our table:
We are creating a "Deal Pipeline Mgmt System"
We want a simple BBS function where a Deal is posted at the top and threaded discussions can follow below… we see there are comments available on document index pages, but we were looking for a template for easy, vertical threaded discussions in the format a bit like Kanban style or Trello’s UI
I want to create a Dashboard of metrics as deal “objects” flow from 1 status to the next AND summations of data from the objects, e.g. if one deal is worth $100k and another $50k, I’d like a dashboard metric that tallies these and says total deals in the pipeline are work $150k and the average deal value = $150k / 2 deals = $75k/deal
We want to create input forms in the form of surveys- that capture data fields and flow them directly into the table.
Apr 25, 2022 08:07 AM
Hi James, this falls under our are of expertise. I sent you a PM
Apr 26, 2022 04:50 AM
I can assist you with this, please share more details
Apr 30, 2022 08:39 AM
If you are still looking out for some help, feel free to reach out to me as this is well within my area of expertise.
You can reach me on firstname.lastname@example.org
May 01, 2022 01:51 PM
Hi James, if you’re still searching for someone to help you: I’m running 1-hour “Airtable Clinic” sessions, in which we try to solve as many challenges as possible. Just book a session if you’re interested!