Open the 2024 Leadbird Billing workbook and duplicate the “Duplicate Sheet Monthly” sheet.
Navigate to the 2023 Leadbird Client tracker Airtable Base and go to the Client Profiles table
Apply the following filters (Kit’s link to view):
Copy the entire columns of Client Company Name and Monthly Fees and paste it under Monthly Tech Fee Subscription in 2024 Leadbird Billing
Now apply the following filters (change PPL to Managed Service):
Copy the entire columns of Client Company Name and Monthly Fees. Paste it under the Managed Service Clients in 2024 Leadbird Billing. Note the count and the sum in the part of the sheet shown below
Navigate to the Lead Submission table in Airtable. Show only the Name and PPL fields (Kit’s link to view) then apply the following filters:
Note how many leads there are + the sum. Add them to the appropriate cells at the top of the sheet.
Copy all the cells and paste into a new sheet. Separate the Lead Submissions by company by adding a blank row in between two different companies.
Copy and paste all the separated leads under the Lead Submission part of the sheet you’re working on.
Go back to the Lead Submission table in Airtable and apply the following filters:
Do the same for Credit as we did for Billing but paste the data under Credited Leads.
Add all the data here:
