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Pipeline Layout


wattmhite

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Good Morning!

What is the best way to achieve this type of layout where I can have 4-5 tables shown and sorted with hundreds of accounts on one layout/page? Would you suggest 4-5 portals with filtered settings or is there a better way?

sales-pipeline-management.png

Edited by wattmhite
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Are the tables are related?  Say starting from the left column, the 2nd column shows records related to the first column, the 3rd column show records related to the second.

Or

Are they just records from 5 different unrelated tables, shown as a dashboard? 

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Hi Steve. All the data is from one table but would like to show the data differently on each column. So for column 1, the field (Status) for each record would sort or filter to only show (Unquoted) Records, Column 2 would show only (Quoted) records from the same table.

My database has over 40,000 records so I am very cautious about too many calculations and making the layout as optimized as possible

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  • 2 weeks later...

40,000 records shouldnt be too bad.  You could of course run a server routine that can gather the list into fields and display those utility fields.

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