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CubeDrive provides a simple solution for businesses to merge data from different forms into one online sheet. Businesses can bring the required data together in one place based on customized conditions.

Summary report with online sheet

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CubeDrive allows businesses to merge data into one place. We are using bond data as an example.

• Managers want to see each salesperson's summary every quarter.
• Managers want to see each location's sales summary every quarter.
• Sales data comes from the following forms: sales team, group distribution, local debt, associate, resale, and interest rate debt.

Tip: All sales data is linked together by salesperson.

Setup

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Businesses need to select a base form to set up the summary condition. For example:

Businesses select the "Multiple forms data summary" link to start the process.

The child form must be linked with the main form by one field. In this example, we use the sales manager field, which is available in both the base form and child form.