A database without a dashboard is only a partial solution, so in this post I'm showing the steps to building a Sales KPI Dashboard. KPI (or key performance indicators) are those metrics that you've chosen to focus on to help guide your business growth. In this example, I'm focusing on building metrics around tracking scheduled calls, the success rate of those calls, how many proposal (or...

Time can be a complicated concept in any software, and Airtable is no exception. There are some great features, including displaying time in the user's local timezone settings, but this can lead to confusion if it's not done intentionally. Also, GMT can be a confusing concept, especially in the way it interacts with daylight savings.

So, how can you make sure that your team always has the...

Airtable makes a great CRM due to the flexibility that it provides. Since no two businesses are exactly the same, isn't it odd that we use static tools to track our customer data? For this reason, I think building your own CRM inside of Airtable is a worthwhile endeavor - it will force you to analyze your business processes and create the optimal data structure to support YOUR business.

In...

A lesser discussed Airtable feature is their ability to sync to one or more calendars. Currently, this feature is available only for Google Calendar users, although more options may become available in time.

This sync is very similar to the Airtable Sync feature that connects to another Airtable database. In both cases, you start with one source for the data and you then create a reflection of...

Airtable's pricing structure can be a bit unusual at first glance, so in this video I break down how the paid plans in Airtable work. The first thing to address is the key concept that pricing plans are specific to each workspace, so it's possible to have many workspaces that are each on their own unique pricing tier!

Secondly, I cover how users are counted within a workspace. As the creator...

As someone who leverages the power of YouTube, I know firsthand how content marketing can help grow a company. But producing content has a LOT of moving pieces and it can be difficult for a team to stay connected and on task. Fortunately, Airtable has features that make it an excellent option for content marketers.

One of the best features is to autocreate tasks based on the type of content...

Although Airtable looks and feels like a spreadsheet, there are some fundamental differences in how the software works. Without adjusting your thinking from spreadsheet mode to database mode, you probably won't tap the full potential of Airtable. In this video, I walk through my top three tips for making the transition to Airtable.

Tip #1 is about how to use tables in Airtable and how they...

I often get questions about how to properly structure tables inside a database. Sometimes these questions are incredibly complicated and require some very difficult architecture, but thankfully that's not the typical case! The vast majority of the time, when questions come up about confusing database architecture, the answer can be found inside a JUNCTION TABLE.

Junction Tables...

One of the most popular use cases for Airtable is to build a CRM to run your business. Practically all CRMs have a table that stores CONTACT data - names, emails, phone numbers... most business requires transactions between humans (I give you this, you give me that). However, your Airtable CRM isn't always the easiest thing to access. Perhaps your on the road and you want to call a client - or...

Project Management in Airtable just got a huge upgrade with the new Gantt View. Airtable recently created this new view type to allow users to visualize their data on a timeline, improving the way we track projects, tasks, and due dates.

The Gantt View maps your data across a timeline, using start dates and end dates to illustrate duration. You can move your records by dragging them along the...