Shared from Yui | Playground
Tables: a simple CRM
One screen from Yui, drawn from 8 lines of Yui Lines.
S
Scout
live Yui Lines
Open deals
| Name↕ | Stage↕ | Value↕$ | Next↕ |
|---|---|---|---|
| Cedar Dental | Call | 8,000 | Oct 1 |
| Acme Co | Proposal | 12,000 | Oct 2 |
| Bolt Studio | Lead | 3,000 | Oct 5 |
3 rows · crm · on this phone
Pipelinedata: crm
$
4 rows · crm · on this phone
Mark a deal won
- Cedar Dental · Call
- Acme Co · Proposal
- Bolt Studio · Lead
- ✓Dune Coffee · Won
4 rows · crm · on this phone
Scout
The lines the agent sends:
table create crm Name:text Stage:text Value:number:$ Next:date Won:bool
put crm acme Name="Acme Co" Stage=Proposal Value=12000 Next=today+2
put crm bolt Name="Bolt Studio" Stage=Lead Value=3000 Next=today+5
put crm cedar Name="Cedar Dental" Stage=Call Value=8000 Next=today+1
put crm dune Name="Dune Coffee" Stage=Won Value=4500 +Won
query crm where=Stage!=Won sort=Next cols=Name|Stage|Value|Next as table "Open deals"
query crm group=Stage sum=Value as chart bar x=Stage y=Value "Pipeline"
query crm sort=Next cols=Name|Stage|Won as list check=Won "Mark a deal won"