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.