Bond Sales Summary (multiple forms merge)
From the existing business data, summary data can be automatically extracted from different forms based on the linked field.
Give a try
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Tip: All sale data are linked together with the sale person.
CubeDrive provides a simple solution for the business to merge the different form data into one single sheet file. Business can merge all the required data in one place based on the customized conditions.
Summary report with online sheet
CubeDrive allows business merge the different data into once place. We are using bond data as example.
Setup
Business need select a base form to setup the summary condition. For example:
Business selects 【Multiple forms data summary】 link to start the process.
Child form must be linked with main form in one field. In this example, we are using sale manager field which are available in base and child form.
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