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Creates an input page where sales leaders can input their forecast call. What data would you provide each sales leader to inform their forecast?Creates a way to track weekly forecast and pacing throughout a quarter (you can make up the data as needed)Creates a rollup view so that each leader (Michael Scott + Kevin Malone in the Sample Data) can use to inform their call. What inputs would they need to inform their call? Create view(s) that highlights where the team should focus their discussion - what’s important to review during a forecast call?
Clear, easy to use, functionalStrong design - the right tables, relationships, interactions, formulas, etc.Bonus points for showing depth of understanding of Coda. It’s a good thing to work through some tricky formulas or workflows!
Please feel free to use Coda tutorials on YouTube, and even ChatGPT to guide you through your Coda learning + building! You’ll need to learn about how to organize different tables in Coda, and Buttons are a great feature in Coda to help you create workflows. You may not be able to build out everything you want to within the suggested timeframe. If that’s the case, feel free to include a page in your doc on the things you would have liked to include!
Click the ‘Get Started’ button at the top right corner of the website to create a free Coda account. Once you create a new account, you will be added to a ‘Playground doc’ to get oriented. Click the home button at the top right corner to go to your Coda workspace and create a new doc to use for your exercise.
What is the desired forecasting process that this doc supports? Who is responsible for what?Did you encounter any unexpected issues or stumbling blocks with the product as you set this up?What was the most complex part of this process/design? Did you find complexity anywhere you hadn’t expected it?What did you want to build but didn’t have time for? Did you think of ways to expand your use case that weren’t listed in the table above?
Creating a Sales Forecast Doc
Welcome to the Exercise!
Thank you for taking the time to interview with Grammarly! We're excited to move to the next stage in the process, which will give you an opportunity to build in Coda. Please complete this take-home exercise in preparation for your presentation interview. We can’t wait to see what you come up with!
To get started, you can create your own copy of this doc by pressing the button below. Feel free to then leverage the sample in your copy.
data
Create Your Copy Of This Doc
Objective
We want to better understand how you approach problems, how you think through use cases, and your ability to learn a new tool. To that end, we’re asking you to build a solution in Coda.
You may choose from the options below, or come up with an idea of your own. We’ve laid out minimum requirements to help give some direction when you think about how to build, but feel free to expand and play around as much as you like.
Use Case
Imagine you’re helping the Revenue team build an operational Coda doc to be used in our Friday forecast calls.
Build a New Sales Forecast Doc that helps you:
We have provided a sample data set but you can also create your own data sets as needed. It’s more about illustrating the design of a process doc and possibilities rather than a “right” or “wrong” answer!
What will make this doc shine...
Caveats
Logistics
This exercise should not take longer than a couple of hours, and should be able to be built using the free version of Coda.
Ready to get started?
Instructions
Completed Product
Please send the link to your finished product via the submission token in the original email. Nudge: Don’t forget to set the correct sharing permissions!
Diving Into Your Build
We know a couple of hours will fly by, and you likely won’t get to build everything you have in mind. If our initial review of the exercise is positive, we’ll ask you to present it to a group of folks. A few things you might start thinking through or add a page to document...
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