Recently, I shared how you can build an automated process to document your payments as you receive them for your company. Accounting software is great at doing this already, but the part that it usually misses is its inherent lack at tracking the possible business that you have in your pipeline.
Quickbooks, Xero, and Wave are awesome tools at organizing your financial data, but their main purpose is to record financial transactions that have already happened. For this, we need a dashboard that looks at our pipeline of potential deals.
In this video, I share the two most popular blocks in building a dashboard: the Summary and Chart blocks.
The beauty of an Airtable dashboard is that you only have to build it once! From there, it will automatically update to reflect the underlying data.
Gareth Pronovost is the founder of GAP Consulting, an Airtable-first consultancy that helps businesses replace manual workflows with systems that scale. A former corporate finance analyst turned no-code educator, he has taught hundreds of thousands of builders through his YouTube channel and led systems builds for organizations ranging from solo founders to Disney and Ticketmaster.
The leading no-code consultancy. We build Airtable, Zapier, and Fillout systems for businesses that are ready to stop doing things manually.
