Help

Welcome to the Airtable Community! If you're new here, check out our Getting Started area to get the most out of your community experience.

CRM/Sales Forecast Split by Cost Center/Month

251 0
cancel
Showing results for 
Search instead for 
Did you mean: 

Hi guys

I’m trying to build by own CRM/Sales Forecast (akin to Pipedrive) and trying to work out if Airtable is the best solution. I’m currently managing the process in an Excel template with a few other steps tagged on (manual and time-consuming).

Essentially this is what happens;

  • Sales opportunity identified with relevant % of winning

  • Opportunity is split across various cost centers based on the team involved, also split over months depending on the duration of the work.

I need to split the forecast revenue among all these cost centers and report either individually or as a whole on a month-by-month basis. I’m trying to get my head around how this might work in Airtable.

Has anyone done anything similar before?

Thanks!

0 Replies 0