Notes: 0:00 Insane Coda doc for business operations. I just might buy the template. 0:38 Lead pipeline 0:52 Very good way to conditional format based on scale 1-5. The lightness of a *single* color is modified via a *single* 1-5 scale. Blank = no color. Simplicity is key here. I hate that I didn't think of this good design element. 1:24 BANT (Budget, Authority, Need, Timeline) 1:41 Good use of model view column descriptions 1:47 Interactions (useful for sales process + being organized) 4:04 Lost Opportunities 5:36 Contracts (client, invoices, value, progress, etc.) 6:00 Making a new contract 7:30 Why. Why. Why. Why. Why. I can't believe I never used this function of Coda. Export (Canvas column) to PDF. 7:49 Invoice tracker 10:01 Expected income forecast page 10:54 Capacity planner (hrs p/ week p/ employee overall multiple weeks list 11:41 )
LOVE IT!!! The doc is great but I really love the capacity tracker because I've had many issues building my own capacity tracker in Coda and know how difficult it can be. And of course, you always have great UI with all your docs. One question, is your invoice tracker connected to a payment processor like Stripe or other service(s)? Keep up the good work!
Notes:
0:00 Insane Coda doc for business operations. I just might buy the template.
0:38 Lead pipeline
0:52 Very good way to conditional format based on scale 1-5. The lightness of a *single* color is modified via a *single* 1-5 scale. Blank = no color. Simplicity is key here. I hate that I didn't think of this good design element.
1:24 BANT (Budget, Authority, Need, Timeline)
1:41 Good use of model view column descriptions
1:47 Interactions (useful for sales process + being organized)
4:04 Lost Opportunities
5:36 Contracts (client, invoices, value, progress, etc.)
6:00 Making a new contract
7:30 Why. Why. Why. Why. Why. I can't believe I never used this function of Coda. Export (Canvas column) to PDF.
7:49 Invoice tracker
10:01 Expected income forecast page
10:54 Capacity planner (hrs p/ week p/ employee overall multiple weeks list 11:41 )
Amazing doc scott. so much valuable things are there
Very impressive! I'm not sure if I'm more impressed by the Coda building or the system refinement.
LOVE IT!!!
The doc is great but I really love the capacity tracker because I've had many issues building my own capacity tracker in Coda and know how difficult it can be. And of course, you always have great UI with all your docs.
One question, is your invoice tracker connected to a payment processor like Stripe or other service(s)?
Keep up the good work!
Capacity trackers are honestly a hard thing to get correctly - and many teams need them in different ways!
Glad you like ours!
Oy! That’s really inspiring, it makes me firecrack!
noice