Photographer 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 inquiry, booking, payment and gallery deadline in one place, with open dates and booked revenue you can see at a glance.

Made for wedding, portrait and commercial photographers, videographers and event vendors. Answer inquiries fast, see which Saturdays are still open, keep payment schedules on track and deliver galleries on time. The live dashboard shows inquiries, inquiry-to-booking, response time, booked revenue, average booking value, money collected, profit per booking and what needs attention today.

What's included

• Photographer CRM + Live Dashboard - BLANK.xlsx (ready for your data)
• Photographer 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

• Inquiries with event date, source, referrer, budget and first response time, plus a reply queue (unanswered first, then date conflicts)
• Your own booking rate by how fast you replied, and lead source conversion and revenue
• Saturday availability for the next 12 months, with open peak-season Saturdays counted
• Season pacing: each coming month's bookings vs where you stood on this same date last year
• Payment schedules: due soon, overdue, aging, and bookings whose payments don't add up to the contract
• Gallery workflow board (culling, editing, client review, delivered) with turnaround against your gallery days
• Profit per booking and per hour, from expenses and hours you log
• Top referrers, review requests and repeat clients
• Pre-filled inquiry replies, payment reminders, timeline requests and review requests that 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, Inquiries & Pipeline, Bookings & Calendar, Payments, Deliverables, Clients & Referrals 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 a signed booking with no signed 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-photographers 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 $3,000).
• 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.