How to Set Up a Sales KPI Approval Process in Budibase - Part 1
👋 Welcome to this step-by-step guide on how to streamline your sales KPI approval process using Budibase! This is Part 1 of a two-part series that takes you through automating approvals and prepares you for creating a dynamic dashboard.
What You'll Learn:
How to create and configure table blocks for your sales KPIs.
The ins and outs of setting up approver roles based on user permissions.
How to build and design forms within Budibase for seamless data collection and review.
Setting up automations to manage approval statuses for your sales records.
Who This Video Is For:
Sales Managers looking for a streamlined approval process.
Developers wanting to create powerful data-driven applications.
Anyone interested in automating workflows in Budibase.
Key Moments:
[00:00] Introduction and Overview
[04:54] Adding our form
[09:42] Change column to options
[12:29] Adding an automation to send a Discord message
[15:40] Create a filtered table block
[20:28] Configuring row click options to pre-fill form
[23:05] Adding an automation to create a new row
[26:29] Wrapping Up
Coming Up Next:
Stay tuned for Part 2 where we'll delve into creating and utilizing your Sales KPI Dashboard within Budibase. We'll show you how to present your data in compelling ways, offering real-time insights for your team.
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🔗 Links:
Budibase Website: https://budibase.com
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