CRM
A deals pipeline and a contacts list — drag Owner in front of Stage to regroup the pipeline, or filter contacts down to one organization.
Pipeline
Built on Data Table's grouping prop with Dimension Picker as the group-by control: stage/owner use table-fields' *Cell helpers directly, and Value sums per group automatically via aggregationFn.
Works with:Data TableDimension PickerTable Fields
Pipeline
10 open and closed deals, grouped by stage.
| Deal | Owner | Value | Probability | Close Date |
|---|---|---|---|---|
negotiation(2) | $121,500 | avg 65% | ||
proposal(2) | $53,000 | avg 43% | ||
won(2) | $88,500 | avg 100% | ||
qualified(2) | $56,700 | avg 28% | ||
lead(1) | $9,000 | avg 10% | ||
lost(1) | $18,000 | avg 0% |
Contacts
Built on Data Table with defineColumns: phone, email, and URL each render as a clickable chip (tel:/mailto:/https:) and copy their raw value, via Table Fields' phone/email/url field types.
Works with:Data TableTable Fields
Contacts
One contact per deal in the pipeline — organization, phone, email, and site.
1 | Jordan Lee | Acme Robotics | |||
2 | Sam Patel | Globex Trading | |||
3 | Alex Kim | Initech Software | |||
4 | Taylor Brooks | Umbrella Health | |||
5 | Morgan Reyes | Wayne Industries | |||
6 | Casey Nolan | Stark Manufacturing | |||
7 | Riley Foster | Hooli Cloud | |||
8 | Drew Sanders | Soylent Foods | |||
9 | Jamie Ortiz | Vandelay Industries | |||
10 | Cameron Blake | Massive Dynamic |