I’m super happy to hear your enthusiasm
From your video i do not see any particular possible difficulties, it’s just a matter of learning how to use filters and play with the data you get back!
The best part of coda (don’t know if you are ready for this ) is that there is no “Coda way” but instead many “Coda ways” and many of them are not better or worst than the others (ok some can be super slow or inefficient but let start easy), it really depends on your data and how those data grow in time and ultimately how you want to display and analyze them later, so i’m not gonna suggest you a way, but more than one
First of all, you need to fix that filter with the count in that table, and for doing that the easiest thing would be to see your formula, better directly in the doc so i/we could see also the rest of the doc (if you are willing to share it, maybe without personal data in it, it would be awesome to get not only my opinion but also one from others )
[p.s. a way could be to put in the table “forecast summary”, in the column “count”, a formula that says " count all clients that are present in the main table that have status=thisrow.status" (or, in formula language something like [ maintable.filter(status=thisrow.status).count ]) or you can try also with a switch formula, but first approach it’s cleaner and easier ]
Then, the dropdown you showed, the one that shows your agent, is that doc just for you or you want to open it also to others? because if it is also for others you can start developing it as a multiuser doc, and this part is incredibly interesting but also a little bit “hardy” to get, but we are here to help!
Then, which type of analytics you want to get from your data’s? like “how many property have xyz sold this semester” is an easy task, or also “how many clients we have” or “how many clients “very likely” we have this semester instead of the previous one”, in this i’ll wait for another input from you because as you can imagine possibilities are more or less limitless
Then, i would suggest the creation of more table to manage all the aspect related to clients and agents (like you have done with the lookup of agents, the same concept but used more often along the doc)
So yeah, i’m stucked again, i need a doc or more inputs from you now
No ok, apart from jokes, if you want we can look at it together and i think that it’s gonna be the best way to get closer to your real needs, so please if you can prepare a “sharable doc” (or if that is not possible pm me so we can look at it privately) that we can “dismount and re-mount” together
Have a wonderful day and making