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?