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GrahamW
6 - Interface Innovator
6 - Interface Innovator
since ‎Sep 30, 2022
‎Nov 29, 2022

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  • 14 Posts
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My brain is broken (or my formula is)… We have 4 departments (Production, Creative, Marketing, BD). When a prospective client is in our radar we run their product through a review process to get a sense from a variety of perspectives, the quality of ...
I have a forecasting sheet pulled from our CRM. The sheet lists various deals underway, each sitting at one of 8 stages: Contract NegotiationTerms NegotiationProposal - SentProposal - In ProgressEvaluating and Planning a) Evaluating and Planning b) P...
I’d like to use this previous example as a foundation for this question. What if the value being rolled up isn’t a number/date, but a status? We are an agency business who has a number of clients, each with their own product(s) that we are presenting...