Expert Airtable Builder for Sales & Marketing Dashboards
Budget: $250 – $750 USD
Description:
I need an experienced Airtable builder to design and implement two executive dashboards in Airtable Interfaces:
Sales Dashboard
Marketing Dashboard
These dashboards must support robust filtering, clean UI (tiles/rows), and accurate funnel math across Bookings, Closed Deals, and Capacity (Available Slots).
Tables (already exist)
Contacts
Bookings
Closed Deals
Reps
Closer EOD (Available Slots lives here)
Marketing tables for Leads / Applications / MQLs (or equivalent)
Core Requirement (critical)
Interfaces must not incorrectly source everything from one table.
Metrics must be accurately calculated and filterable.
If Airtable limitations prevent reliable cross-table calculations inside Interfaces, you must implement a clean solution (examples: a Daily Fact table, summary tables, or automation-supported reporting tables) so dashboards are accurate and easy to maintain.
Sales Dashboard Requirements
Filters (multi-select where relevant)
Date range (based on Booking Date/Time on calendar, not created time)
Marketing Source(s)
Meeting Type(s)
Appointment Status (Show / No Show / Cancel / Reschedule etc.)
Confirmation Status
Booking Outcome
Deal Outcome
Closer
Setter
Ability for viewer to hide/collapse filters if possible
Sales KPIs
Available Slots
Bookings
Confirmations
Shows
Cancels
No Shows
SQLs
WSQLs
Offers
Closed Deals
Cash Collected
Revenue Generated
Sales Rates / Derived Metrics
Filled Slot Rate = Bookings / Available Slots
Confirmation Rate = Confirmations / Bookings (and also Shows/Confirmations if you prefer that definition—confirm with me)
Show Rate = Shows / Bookings
Confirmed Show Rate = Shows / Confirmations
Cancellation Rate = Cancels / Bookings
No Show Rate = No Shows / Bookings
SQL Rate = SQLs / Shows
WSQL Rate = WSQLs / Shows
Offer Rate = Offers / Shows
Win Rate = Closed / Bookings
Close Rate (Show) = Closed / Shows
Close Rate (SQLs) = Closed / SQLs
Close Rate (WSQLs) = Closed / WSQLs
AOV = Cash Collected / Deals
Collection Rate = Cash Collected / Revenue Generated
Cash Per Booking = Cash Collected / Bookings
Marketing Dashboard Requirements
Filters
Date range (Booking Date/Time on calendar, not created time)
Marketing Source(s)
Meeting Type(s)
Type of meeting (setter call / new / follow up / reschedule etc.)
Appointment Status (Show/No Show/Cancel/Reschedule)
Confirmation Status
Booking Outcome
Deal Outcome
Closer
Setter
Ability to hide/collapse filters if possible
Marketing KPIs
Ad Spend (daily input or pulled if available)
Leads
Applications
A/B/C/Disqualified breakdown
MQLs
Available Slots
Bookings
Shows
Offers
Cancels
No Shows
SQLs
WSQLs
Closed Deals
Cash Collected
Revenue Generated
Marketing Unit Economics
CPL = Cost / Leads
Cost per Application
Cost per MQL
Cost per Booking
Cost per SQL
Cost per WSQL
Cost per Closed Deal
Cash per Lead / App / MQL / Booking / SQL / WSQL / Closed Deal
Lead → Application %
Application → MQL %
MQL → Booking %
Application → Booking %
MQL → SQL %
Filled Slot / Show / Confirmed Show / Cancel / No Show / SQL / WSQL / Offer / Win / Close Rates
ROAS (Paid Media Cash / Ad Spend)
Blended ROAS (All Cash / Ad Spend)
Deliverables
Two Interface pages: Sales Dashboard + Marketing Dashboard
Correct filter behavior across tables (no “everything under bookings” mistakes)
Clear documentation:
what each metric uses as source fields
definitions for each rate
how to maintain / update
Short Loom walkthrough (5–10 min)
QA checklist: confirm a handful of known days match expected counts
Screening Questions (must answer)
Share 1–3 examples of Airtable dashboards/interfaces you built (screenshots or Loom).
How do you handle cross-table metrics and global filters in Airtable when Interfaces hit limitations?
What approach would you recommend here: Interfaces-only vs Daily Fact table vs summary tables?
Estimate timeline + cost.
Budget: Open to fixed price or hourly. I care more about correctness and maintainability than speed, although speed IS important
I need an experienced Airtable builder to design and implement two executive dashboards in Airtable Interfaces:
Sales Dashboard
Marketing Dashboard
These dashboards must support robust filtering, clean UI (tiles/rows), and accurate funnel math across Bookings, Closed Deals, and Capacity (Available Slots).
Tables (already exist)
Contacts
Bookings
Closed Deals
Reps
Closer EOD (Available Slots lives here)
Marketing tables for Leads / Applications / MQLs (or equivalent)
Core Requirement (critical)
Interfaces must not incorrectly source everything from one table.
Metrics must be accurately calculated and filterable.
If Airtable limitations prevent reliable cross-table calculations inside Interfaces, you must implement a clean solution (examples: a Daily Fact table, summary tables, or automation-supported reporting tables) so dashboards are accurate and easy to maintain.
Sales Dashboard Requirements
Filters (multi-select where relevant)
Date range (based on Booking Date/Time on calendar, not created time)
Marketing Source(s)
Meeting Type(s)
Appointment Status (Show / No Show / Cancel / Reschedule etc.)
Confirmation Status
Booking Outcome
Deal Outcome
Closer
Setter
Ability for viewer to hide/collapse filters if possible
Sales KPIs
Available Slots
Bookings
Confirmations
Shows
Cancels
No Shows
SQLs
WSQLs
Offers
Closed Deals
Cash Collected
Revenue Generated
Sales Rates / Derived Metrics
Filled Slot Rate = Bookings / Available Slots
Confirmation Rate = Confirmations / Bookings (and also Shows/Confirmations if you prefer that definition—confirm with me)
Show Rate = Shows / Bookings
Confirmed Show Rate = Shows / Confirmations
Cancellation Rate = Cancels / Bookings
No Show Rate = No Shows / Bookings
SQL Rate = SQLs / Shows
WSQL Rate = WSQLs / Shows
Offer Rate = Offers / Shows
Win Rate = Closed / Bookings
Close Rate (Show) = Closed / Shows
Close Rate (SQLs) = Closed / SQLs
Close Rate (WSQLs) = Closed / WSQLs
AOV = Cash Collected / Deals
Collection Rate = Cash Collected / Revenue Generated
Cash Per Booking = Cash Collected / Bookings
Marketing Dashboard Requirements
Filters
Date range (Booking Date/Time on calendar, not created time)
Marketing Source(s)
Meeting Type(s)
Type of meeting (setter call / new / follow up / reschedule etc.)
Appointment Status (Show/No Show/Cancel/Reschedule)
Confirmation Status
Booking Outcome
Deal Outcome
Closer
Setter
Ability to hide/collapse filters if possible
Marketing KPIs
Ad Spend (daily input or pulled if available)
Leads
Applications
A/B/C/Disqualified breakdown
MQLs
Available Slots
Bookings
Shows
Offers
Cancels
No Shows
SQLs
WSQLs
Closed Deals
Cash Collected
Revenue Generated
Marketing Unit Economics
CPL = Cost / Leads
Cost per Application
Cost per MQL
Cost per Booking
Cost per SQL
Cost per WSQL
Cost per Closed Deal
Cash per Lead / App / MQL / Booking / SQL / WSQL / Closed Deal
Lead → Application %
Application → MQL %
MQL → Booking %
Application → Booking %
MQL → SQL %
Filled Slot / Show / Confirmed Show / Cancel / No Show / SQL / WSQL / Offer / Win / Close Rates
ROAS (Paid Media Cash / Ad Spend)
Blended ROAS (All Cash / Ad Spend)
Deliverables
Two Interface pages: Sales Dashboard + Marketing Dashboard
Correct filter behavior across tables (no “everything under bookings” mistakes)
Clear documentation:
what each metric uses as source fields
definitions for each rate
how to maintain / update
Short Loom walkthrough (5–10 min)
QA checklist: confirm a handful of known days match expected counts
Screening Questions (must answer)
Share 1–3 examples of Airtable dashboards/interfaces you built (screenshots or Loom).
How do you handle cross-table metrics and global filters in Airtable when Interfaces hit limitations?
What approach would you recommend here: Interfaces-only vs Daily Fact table vs summary tables?
Estimate timeline + cost.
Budget: Open to fixed price or hourly. I care more about correctness and maintainability than speed, although speed IS important