I am looking for ideas on a board for reporting. Our software company is paid based on the amount of money our clients have on our platform. Each week we look at the following per client:
- The amount of money that was on the platform last week
- How much money is on the platform now
- What is the expected maximum amount in the future (our end goal)
Each week relationship managers provide updates on each client with numbers and notes.
I am trying to determine best way to collect that data so I can show the progress for each client week to week and over time.
My thought is 2 boards, one to collect the weekly updates and the 2nd board to compile the totals. This would require some complex formulas. Maybe I am overthinking this one? Anyone have suggestions to explore? Thank you!