Print Shop CRM + Live Dashboard (Digital Download)

Not just a spreadsheet CRM. A live dashboard your whole team shares. Your CRM workbook comes with a live web dashboard: KPI tiles, goal gauges, charts and alerts that update with your numbers, built for your phone, with light and dark mode. Plus 3 team seats and the full Excel + Google Sheets workbook. One-time price, no monthly subscription.

Every quote, order, proof and reorder in one place, with production capacity and profit by method you can see at a glance.

Made for custom apparel and print shops: screen printing, DTF, embroidery, laser engraving, UV printing, awards and signs. Quote faster, see what's due and what's at risk on the production board, keep proofs and blanks from holding jobs up, and know which print methods actually make money. The live dashboard shows revenue, gross margin, on-time completion, quote close rate, proof turnaround, average order value, lead time, misprint rate and what needs attention today.

What's included

• Print Shop CRM + Live Dashboard - BLANK.xlsx (ready for your data)
• Print Shop CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)
• Access card (PDF) with setup steps and a QR code to your live dashboard
• Live online dashboard for phone, tablet or computer
• 3 team seats: you plus 2 teammates

What it does

• Quotes and orders by print method, with stage, due date, blank, supply and labor cost, and margin
• Capacity planner: open orders scheduled by method at your pieces per day, a 10-workday load grid and jobs at risk of missing the due date
• "When could a new job finish?" check before you promise a date
• Proof alerts weighted by due date, plus blanks-not-in and late purchase order alerts
• Deposit policy alert, ready-shelf balances and pickup reminders
• Profit by method: earned per labor hour, price per piece, margin by quantity break, rush vs standard and misprint rate
• Supplier on-time scorecard and a quote check calculator
• Daily run list per method and a printable job ticket with sign-off lines
• Quote follow-up, proof reminder, pickup and reorder messages to copy or open in your own email app (nothing is sent automatically)

The live dashboard

Your workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Quotes, Orders & Production Board, Proofs & Art, Customers & Reorders, Profit by Method and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like an order with no due date, the dashboard tells you.

Team seats

Your order includes 3 team seats: you (the account owner) plus 2 teammates. Add teammates by email from the Team panel; they sign in with that email and see the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when ("updated by ... 5 min ago"). If two people update at once, the second person is asked before replacing. Need more? Extra Team Seats add 5 at a time, up to 25 in total.

How it works

1. Download your files right after checkout. Open the BLANK workbook in Excel, or upload it to Google Drive and open it with Google Sheets. The Start Here tab walks you through setup. Enter your business name and goals on the Settings tab.
2. Go to buckeye-planners.web.app/pro-crm-print-shop and sign in with an email link or Google, using the email you bought with. Your dashboard unlocks automatically. If it ever asks, enter your order number on the unlock screen.
3. Tap Load your workbook and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.
4. Tap Team to add teammates by email. They sign in with that email and see the same dashboard.

Good to know

• Room for 2,000 rows per tab.
• Works in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.
• Using Google Sheets? Download it as .xlsx (File > Download > Microsoft Excel) before loading it into the dashboard.
• One-time price, no monthly subscription.
• Want it set up for you? The Done-For-You Setup imports your customer list, sets your stages, team and goals, and includes 10 team seats.
• Need custom fields or something built from scratch? Ask about a fully custom CRM (from $3,500).
• Digital download only. No physical item is shipped.
• Sample names and numbers are made up.
• Figures are estimates from your own data, not financial, legal or tax advice.

Questions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.