Airtable: custom funnel report

We'll build a simple funnel report listing for each month the following metrics: # of new deals, new contacts, won deals, lost deals, close, win & loss rate.

The Process

Try it For Yourself

Forget third-party integration tools and complicated coding. Use Actiondesk to build custom Airtable reports that illuminate what’s happening at every stage in your sales funnel. Simply import your Airtable sales data into Actiondesk’s simple spreadsheet interface and get started. For each month, calculate the number of contacts, deals, closed deals, lost deals, plus the overall rate of deals lost vs. won.

Build your one-click report
The Advantages

Key Benefits

Eliminate the need for expensive third-party connectors and laborious copy-pasting.

Seamlessly import, organize, filter, and manipulate your Airtable data. Analyze it alongside data from other sources, and build custom Airtable dashboards and reports.

View and organize your Airtable data within a familiar spreadsheet interface.

Use the spreadsheet formulas and functions you already know and love — including calculated columns, lookup functions, and aggregation formulas. Plus, Actiondesk offers additional, more powerful features that help maximize your business intelligence.

Feel confident in knowing that your data is always accurate and up-to-date.

Thanks to real-time cloud-based updates, any changes to your data made from within Airtable are automatically reflected in your Actiondesk spreadsheet.

Save time to analyze your data and make better decisions for your business
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Our Use Cases

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