Accounts
This refers to the organizations that are your customers or potential customers. You’d typically track information about the company such as industry, size, location, and any ongoing projects or deals.
In Obsidian, you can create a note for each company and link it to related notes, such as contacts at the company, opportunities, and interactions. This can help you maintain a holistic view of your relationship with each company.
Relationships
Fields
- Account (text input)
- Automatically filled via Templater
Accounts
- Active (true/false)
- Marks an entry as still active
- Only active entries can be chosen in the respective select fields
- Type (select single value from list in a lookup note)
90 Organize/Lookups/Account Types- Client
- Partner
- Supplier
- Industry (text input)
- Size (select single value from list in a lookup note)
90 Organize/Lookups/Account Sizes
- URL (enter a single link)
- Address (object field)
- Street (text input)
- ZIP (text input)
- City (text input)
- Country (select single value from list in a lookup note)
90 Organize/Lookups/Countries
- Aliases
- Tags
- CRM
- Account
Queries
Related Contacts
- Name
- Role
- Main contact?
dataview
TABLE WITHOUT ID
file.link AS "Name",
Role,
E-mail,
choice(main-contact,"✅","❌") AS "Main?",
choice(Active,"✅","❌") AS "Active?"
FROM "CRM/Contacts"
WHERE Account = this.account
AND file.name != this.file.name
SORT Name ASC
Related Opportunities
- Opportunity
- Phase
- Products
- Value
- Probability
- Weighted Value
- Total
Open
Table
dataview
TABLE WITHOUT ID
file.link AS "Opportunity",
Phase,
Products AS "Products",
Value AS "Value",
Probability AS "Probability",
weighted-value AS "Weighted"
FROM "CRM/Opportunities"
WHERE Account = this.Account
AND !contains(Phase, "Closed")
SORT Name ASC
Total value
dataviewjs
const opportunities = dv.pages('"CRM/Opportunities"')
.where(p => p.Account === dv.current().file.name && !(p.Phase + "").toLowerCase().includes("closed"))
.array();
const totalValue = opportunities.reduce((total, p) => total + (p.Value || 0), 0);
dv.paragraph( totalValue.toLocaleString());
Won
Table
dataview
TABLE WITHOUT ID
file.link AS "Opportunity",
Products AS "Products",
Value AS "Value"
FROM "CRM/Opportunities"
WHERE Account = this.Account
AND contains(Phase, "Won")
SORT Name ASC
Total value
dataviewjs
const opportunities = dv.pages('"CRM/Opportunities"')
.where(p => p.Account === dv.current().file.name && (p.Phase + "").toLowerCase().includes("won"))
.array();
const totalValue = opportunities.reduce((total, p) => total + (p.Value || 0), 0);
dv.paragraph( totalValue.toLocaleString());
Lost
Table
dataview
TABLE WITHOUT ID
file.link AS "Opportunity",
Products AS "Products",
Value AS "Value"
FROM "CRM/Opportunities"
WHERE Account = this.Account
AND contains(Phase, "Lost")
SORT Name
Total value
dataviewjs
const opportunities = dv.pages('"CRM/Opportunities"')
.where(p => p.Account === dv.current().file.name && (p.Phase + "").toLowerCase().includes("lost"))
.array();
const totalValue = opportunities.reduce((total, p) => total + (p.Value || 0), 0);
dv.paragraph( totalValue.toLocaleString());
Related Interactions
- 10 latest
- Interaction Name
- Activity
- Opportunity
- Date
Table
dataview
TABLE WITHOUT ID
file.link AS "Interaction",
Activity,
Opportunities AS "Opportunity",
dateformat(created, "yyyy-MM-dd") AS "Date"
FROM "CRM/Interactions"
WHERE Account = this.Account
SORT Date DESC
LIMIT 10
Lifetime Revenue
Open
dataviewjs
const accountName = dv.current().file.name;
let totalValue = 0;
dv.pages('"CRM/Opportunities"')
.where(page => page.Account === accountName && page.Phase && !(page.Phase + "").toLowerCase().includes('closed') && page.Value)
.array()
.forEach(page => {
totalValue += page.Value;
});
dv.paragraph(`${totalValue.toLocaleString()}`);
Won
dataviewjs
const accountName = dv.current().file.name;
let totalValue = 0;
dv.pages('"CRM/Opportunities"')
.where(page => page.Account === accountName && page.Phase && (page.Phase + "").toLowerCase().includes('won') && page.Value)
.array()
.forEach(page => {
totalValue += page.Value;
});
dv.paragraph(`${totalValue.toLocaleString()}`);
Lost
dataviewjs
const accountName = dv.current().file.name;
let totalValue = 0;
dv.pages('"CRM/Opportunities"')
.where(page => page.Account === accountName && page.Phase && (page.Phase + "").toLowerCase().includes('lost') && page.Value)
.array()
.forEach(page => {
totalValue += page.Value;
});
dv.paragraph(`${totalValue.toLocaleString()}`);
Total
dataviewjs
const accountName = dv.current().file.name;
let totalValue = 0;
dv.pages('"CRM/Opportunities"')
.where(page => page.Account === accountName && page.Value)
.array()
.forEach(page => {
totalValue += page.Value;
});
dv.paragraph(`${totalValue.toLocaleString()}`);