Create Commissions Table

Summary
Client
Assigned To
Eli Weldon
Status
Completed
Start & Finish Date
August 14, 2023 β†’ August 21, 2023
Needs Review
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Project Resources

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Project Outline

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Project Planning Tasklist
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Problems, Goals, & Summary

What are the problems we hope to solve with this project?

  1. Create an Airtable table that tracks Tamara's commissions.
    1. Need to work with her to figure out how she markes it
    2. Wants to be able to filter by contact, amount billed, needs to know revenue vs commission amount. Commission is from retained and consults scheduled. Wants to be abel to play with commision amount
  2. Create a set of variable fields so I can adjust the commission per scheduled consultation and retained consultations.

What are the Goals to create in order to solve the problems?

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Goals & Deliverables

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Goal #1

Goal Title

Goal Planning Tasklist

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Deliverables

Tasklist - Research / Outline / Client Question

Tasklist - Final