Maintaining Data Integrity Automatically
Just curious about best way to approach something. During the sales process our sales team enters all of their "Opportunities" in an Opportunities table. That is basically the backbone of our CRM ...
Forum Discussion
Do you need to have the data entry fields updated on the Opportunity, though? This would essentially be negatively impacting the data integrity as well. Rather than that, maybe you should have two sets of Metrics/KPIs - one at the time of the sale and one that trues up these numbers by incorporating the changes. If you do this, you would just need to use Summary fields to bring up any totals from Orders/Change Orders and Invoices. This would also give you an opportunity to compare the Expected Value of an Opportunity vs the Actual Value of the associated Orders and use that as an indicator for how well your Sales team is estimating their numbers.
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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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