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Maintaining Data Integrity Automatically

  • October 9, 2020
  • 0 replies
  • 26 views
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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 functionality.

At some point they hit a "win" button which triggers the creation of an "Order" in the Orders Table and associated "Invoices" in the Invoices Table.

So basically:  Opportunities < Orders < Invoices is the table relationships in my app.

At the onset I want my sales team to maintain the Opportunities total revenue value because they are negotiating the deal.  Once the job is sold, as sales people tend to do, they move on to the next opportunity and lose sight of the data.  In our industry the value continues to change via Change Orders, etc. so we do not keep up to date information....

Is there a way that I could trigger Quick Base to use data entry when there is no Order and once an order is created use a field in that orders table to auto update the opportunity?  This way I have valuable data integrity on win ratios etc. and how much revenue was actually generated by an opportunity....

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Ivan Weiss
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  • BlakeHarrison
  • Quickbase Alumni
  • October 9, 2020
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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