Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Log dated deal counts and values by stage in the reporting sheet.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Load checked team entries into reports and list rows to fix.
Your reporting table gets valid new spreadsheet rows every 15 minutes, with import counts and row-specific fixes waiting in the sheet.
Draft pivot SQL and explain totals for teammates' report requests.
Get a pivot SQL query back in the chat thread, with totals explained and columns matched to your database schema.
Draft SQL for figures coworkers need in reports.
Get a SQL query and a clear explanation in the same chat thread as your question, with results when you allow them.
Supply checked source rows for the next reporting cycle.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.
Create a filtered CRM report with a linked matching-deals list.
Get a sales pipeline report for the slice you request. Open the matching deals to check the count or value.