Sales CRM Dashboard

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This base grafts a dashboard display to the standard Airtable Sales CRM base to demonstrate some simple data visualizations possible with Airtable. (Optionally, a multistep Zap, built upon Zapier.com's middleware SaaS offering, may be used to update a pie chart graphic to reflect current metrics.) The base provides a handful of ready-to-run dashboard meters tied into the Airtable CRM template; more importantly, it offers a framework for creating one's own custom meters or comparable visualizations for use with any base. Design and implementation details are provided in the applicable base, table, and field descriptions.

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Updated September 18, 2017 at 4:28 PM
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W. Vann Hall

Short version: Consultant, developer, and author with extensive data and telecommunications experience. | Long version: http://paladesigns.com/resume | Fun version: http://paladesigns.com/bio
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Dashboard
Grid view
Value by Stage
By Owner
Proposal
Proposal Deadlines
Close Dates
Sales Pipeline
All Opportunities
Closed Opportunities
Calls/Meetings
Grid view
Grid view
Grid view
Grid view