Database: Sales Pipeline Management

Goals by product or service

Fields

• Status (Formula)

• Revenue target (Number)

• Actual revenue (Rollup)

• In pipeline (Rollup)

• Actual + Pipeline (Formula)

• Actual + Pipeline + 10% (Formula)

• Product and services (Link to table)

Views

• All goals (grid)

• All goals grouped by status (grid)

• 🔴 Off track (grid)

• 🟠 At risk (grid)

• 🔵 On track (grid)

• 🟢 Goal reached (grid)

Products and services

Fields

• Name (Text)

• Description (Text)

• Closed deals revenue (Formula)

• Count accounts in pipeline (Formula)

• Deal size in pipeline (Formula)

• Type (Single select)

• Price (Number)

• Price unit (Single select)

• Opportunities (Link to table)

• Accounts in pipeline (Formula)

• Closed deals accounts (Formula)

• Count closed deals accounts (Formula)

• Total closed + pipeline (Formula)

• Goal status (Link to table)

• Target (Rollup)

• Account IDs (Formula)

• Row ID (Formula)

Views

• All products and services (grid)

• All products (grid)

• All services (grid)

• Products and services without pipeline (grid)

• Products and services without actual revenue (grid)

• Products and services with 1 account in pipeline (grid)

Accounts

Fields

• Name (Text)

• Address (Text)

• Total opportunities (Formula)

• Contact (Text)

• Email (Email)

• Opportunities (Link to table)

• Closed deals revenue (Formula)

• Deal size in pipeline (Formula)

• Goals status (Link to table)

• Target (Rollup)

• Row ID (Formula)

• Product or service IDs (Formula)

Views

• All accounts (grid)

• Accounts with pipeline (grid)

• Accounts without pipeline (grid)

• Accounts with closed deals (grid)

• Accounts without closed deals (grid)

• Add new account (form)

Opportunities

Fields

• Yearly deal size (Formula)

• Account (Link to table)

• Product or service (Link to table)

• Amount (licenses / hours) (Number)

• Price unit (Formula)

• Price (Rollup)

• Status (Single select)

• Multiplier (Formula)

• Account ID (Rollup)

• Product or service ID (Rollup)

Views

• All opportunities (grid)

• All opportunities in pipeline (grid)

• All opportunities that are closed (grid)

• All opportunities over 10k (grid)

• All opportunities grouped by account (grid)

• All opportunities grouped by product or service (grid)

• All opportunities stacked by their status (kanban)

• Add new opportunity (form)

Goals by account

Fields

• Status (Formula)

• Revenue target (Number)

• Actual revenue (Rollup)

• In pipeline (Rollup)

• Actual + Pipeline (Formula)

• Actual + Pipeline + 10% (Formula)

• Account (Link to table)

Views

• All goals (grid)

• All goals grouped by status (grid)

• 🔴 Off track (grid)

• 🟠 At risk (grid)

• 🔵 On track (grid)

• 🟢 Goal reached (grid)

Application: Sales Pipeline Application

Home

Data sources

• P&S reached

• P&S on track

• P&S at risk

• P&S off track

• Account reached

• Account on track

• Account at risk

• Account off track

Accounts

Data sources

• All accounts

Products and services

Data sources

• All product and services

Opportunities

Data sources

• All opportunities

Product and services details

Data sources

• Product or service details

• Related opportunities

• Potential accounts

Actions (event)

• create_row (submit)

• open_page (submit)

Edit opportunity

Data sources

• Opportunity details

Actions (event)

• update_row (submit)

• notification (submit)

• open_page (submit)

Account details

Data sources

• Account details

• Related opportunities

• Available products and services

Actions (event)

• create_row (submit)

• open_page (submit)