Sign up for updates

Get a weekly update every Sunday with our announcements, company updates and a behind-the-scenes of what our community are building.
Over 11,000 people get our updates, join us!
You're in 😍- check your email to get started. Tweet me what you want to build to see how to do it without code.
Oops! Something went wrong while submitting the form.
⭠ all tutorials

Create a sales pipeline in Airtable

This tutorial is available for pro members only

Request access

In this tutorial I'm going to show you how to build a custom sales pipeline with multiple views using Airtable.

What you'll need

  • Airtable
  • Dummy customer data

The full tutorial is available for pro members only

Request access

Step 1

First of all in Airtable create a new base. Give it a name and open it. Next right click and delete all coloumns apart from Name and Notes. Now add in the following columns with the corresponding field types.

  • Sales Stage - Single Select
  • Priority - Checkbox
  • Expected Deal Date - Date
  • Expected Value - Currency
  • % Chance of Closing - Percentage
  • Last Contacted - Date
  • Completed Deal Value - Currency
  • Notes

Step 2

Now let's input some data. Fill 1-6 rows with data which would represent sales bids that may occur in your business. Make sure you add tags which show the deals at different stages.

Click the arrow in the top left corner located next to the 'Grid View' text and create a new Kanban board view. This allows us to see a good visual of where each deal is at.

Click 'Customise Cards' from the top menu and add in the details you want to see on each card.

Finally, add a 'Calendar' view selecting the 'Expected Deal Date' as the date field.

Step 3

Let's add a new table by clicking the plus sign next to the Sales Deals tab on the top of the screen, call it 'Sales Reps'.

Add the follow columns.

  • Start Date - Date
  • Target - Currency
  • Notes - Text

Add a sales Rep and a target.

Now back inside the Sales Deals tab, add a new Reference Field column next to the Name column and link it to the Sales Rep page. Call it 'Rep'. Add the Rep to a deal. Notice the new column created in the Sales Rep table.

Add a new Roll Up column in the Sales Rep page, call it Done Deals Value and select Sales Deals from the first field drop down and 'Completed Deals Value' from the second. In the final field input =sum(values). This will give each sales rep a total of the deal closed.

That's it! You now have a simple working Sales Pipeline inside of Airtable.

I hope you enjoyed this tutorial, if you have any questions please reach out on Twitter @tomosman or @makerpad.

In this tutorial I'm going to show you how to build a custom sales pipeline with multiple views using Airtable.

What you'll need

  • Airtable
  • Dummy customer data

Step 1

First of all in Airtable create a new base. Give it a name and open it. Next right click and delete all coloumns apart from Name and Notes. Now add in the following columns with the corresponding field types.

  • Sales Stage - Single Select
  • Priority - Checkbox
  • Expected Deal Date - Date
  • Expected Value - Currency
  • % Chance of Closing - Percentage
  • Last Contacted - Date
  • Completed Deal Value - Currency
  • Notes

Step 2

Now let's input some data. Fill 1-6 rows with data which would represent sales bids that may occur in your business. Make sure you add tags which show the deals at different stages.

Click the arrow in the top left corner located next to the 'Grid View' text and create a new Kanban board view. This allows us to see a good visual of where each deal is at.

Click 'Customise Cards' from the top menu and add in the details you want to see on each card.

Finally, add a 'Calendar' view selecting the 'Expected Deal Date' as the date field.

Step 3

Let's add a new table by clicking the plus sign next to the Sales Deals tab on the top of the screen, call it 'Sales Reps'.

Add the follow columns.

  • Start Date - Date
  • Target - Currency
  • Notes - Text

Add a sales Rep and a target.

Now back inside the Sales Deals tab, add a new Reference Field column next to the Name column and link it to the Sales Rep page. Call it 'Rep'. Add the Rep to a deal. Notice the new column created in the Sales Rep table.

Add a new Roll Up column in the Sales Rep page, call it Done Deals Value and select Sales Deals from the first field drop down and 'Completed Deals Value' from the second. In the final field input =sum(values). This will give each sales rep a total of the deal closed.

That's it! You now have a simple working Sales Pipeline inside of Airtable.

I hope you enjoyed this tutorial, if you have any questions please reach out on Twitter @tomosman or @makerpad.

Lesson details

In this tutorial I'm going to show you how to build a custom sales pipeline with multiple views using Airtable.

What you'll need

  • Airtable
  • Dummy customer data

Step 1

First of all in Airtable create a new base. Give it a name and open it. Next right click and delete all coloumns apart from Name and Notes. Now add in the following columns with the corresponding field types.

  • Sales Stage - Single Select
  • Priority - Checkbox
  • Expected Deal Date - Date
  • Expected Value - Currency
  • % Chance of Closing - Percentage
  • Last Contacted - Date
  • Completed Deal Value - Currency
  • Notes

Step 2

Now let's input some data. Fill 1-6 rows with data which would represent sales bids that may occur in your business. Make sure you add tags which show the deals at different stages.

Click the arrow in the top left corner located next to the 'Grid View' text and create a new Kanban board view. This allows us to see a good visual of where each deal is at.

Click 'Customise Cards' from the top menu and add in the details you want to see on each card.

Finally, add a 'Calendar' view selecting the 'Expected Deal Date' as the date field.

Step 3

Let's add a new table by clicking the plus sign next to the Sales Deals tab on the top of the screen, call it 'Sales Reps'.

Add the follow columns.

  • Start Date - Date
  • Target - Currency
  • Notes - Text

Add a sales Rep and a target.

Now back inside the Sales Deals tab, add a new Reference Field column next to the Name column and link it to the Sales Rep page. Call it 'Rep'. Add the Rep to a deal. Notice the new column created in the Sales Rep table.

Add a new Roll Up column in the Sales Rep page, call it Done Deals Value and select Sales Deals from the first field drop down and 'Completed Deals Value' from the second. In the final field input =sum(values). This will give each sales rep a total of the deal closed.

That's it! You now have a simple working Sales Pipeline inside of Airtable.

I hope you enjoyed this tutorial, if you have any questions please reach out on Twitter @tomosman or @makerpad.

Previous submissions
No items found.
Supporting details

You must be a member to view the full lesson

Get started with
Makerpad today

The #1 platform for no-code education. Join over 10k others and discover what's possible.

Business

Multiple seat access, hire talent and custom training.

Learn more
Individuals

Unlimited all-access to our online bootcamps and community.

Get started
Email updates
You're in 😍- check your email to get started. Tweet me what you want to build to see how to do it without code.
Oops! Something went wrong while submitting the form.

Step 1

First of all in Airtable create a new base. Give it a name and open it. Next right click and delete all coloumns apart from Name and Notes. Now add in the following columns with the corresponding field types.

  • Sales Stage - Single Select
  • Priority - Checkbox
  • Expected Deal Date - Date
  • Expected Value - Currency
  • % Chance of Closing - Percentage
  • Last Contacted - Date
  • Completed Deal Value - Currency
  • Notes

Step 2

Now let's input some data. Fill 1-6 rows with data which would represent sales bids that may occur in your business. Make sure you add tags which show the deals at different stages.

Click the arrow in the top left corner located next to the 'Grid View' text and create a new Kanban board view. This allows us to see a good visual of where each deal is at.

Click 'Customise Cards' from the top menu and add in the details you want to see on each card.

Finally, add a 'Calendar' view selecting the 'Expected Deal Date' as the date field.

Step 3

Let's add a new table by clicking the plus sign next to the Sales Deals tab on the top of the screen, call it 'Sales Reps'.

Add the follow columns.

  • Start Date - Date
  • Target - Currency
  • Notes - Text

Add a sales Rep and a target.

Now back inside the Sales Deals tab, add a new Reference Field column next to the Name column and link it to the Sales Rep page. Call it 'Rep'. Add the Rep to a deal. Notice the new column created in the Sales Rep table.

Add a new Roll Up column in the Sales Rep page, call it Done Deals Value and select Sales Deals from the first field drop down and 'Completed Deals Value' from the second. In the final field input =sum(values). This will give each sales rep a total of the deal closed.

That's it! You now have a simple working Sales Pipeline inside of Airtable.

I hope you enjoyed this tutorial, if you have any questions please reach out on Twitter @tomosman or @makerpad.

Ready to get started?

Join the community and start turning your ideas into solutions