{"product_id":"print-shop-crm-live-dashboard","title":"Print Shop CRM + Live Dashboard (Digital Download)","description":"\u003cp\u003e\u003cstrong\u003eNot just a spreadsheet CRM. A live dashboard your whole team shares.\u003c\/strong\u003e 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.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eEvery quote, order, proof and reorder in one place, with production capacity and profit by method you can see at a glance.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eMade 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.\u003c\/p\u003e\u003ch3\u003eWhat's included\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003ePrint Shop CRM + Live Dashboard - BLANK.xlsx (ready for your data)\u003c\/li\u003e\n\u003cli\u003ePrint Shop CRM + Live Dashboard - SAMPLE.xlsx (filled with example data to explore)\u003c\/li\u003e\n\u003cli\u003eAccess card (PDF) with setup steps and a QR code to your live dashboard\u003c\/li\u003e\n\u003cli\u003eLive online dashboard for phone, tablet or computer\u003c\/li\u003e\n\u003cli\u003e3 team seats: you plus 2 teammates\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat it does\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eQuotes and orders by print method, with stage, due date, blank, supply and labor cost, and margin\u003c\/li\u003e\n\u003cli\u003eCapacity 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\u003c\/li\u003e\n\u003cli\u003e\"When could a new job finish?\" check before you promise a date\u003c\/li\u003e\n\u003cli\u003eProof alerts weighted by due date, plus blanks-not-in and late purchase order alerts\u003c\/li\u003e\n\u003cli\u003eDeposit policy alert, ready-shelf balances and pickup reminders\u003c\/li\u003e\n\u003cli\u003eProfit by method: earned per labor hour, price per piece, margin by quantity break, rush vs standard and misprint rate\u003c\/li\u003e\n\u003cli\u003eSupplier on-time scorecard and a quote check calculator\u003c\/li\u003e\n\u003cli\u003eDaily run list per method and a printable job ticket with sign-off lines\u003c\/li\u003e\n\u003cli\u003eQuote follow-up, proof reminder, pickup and reorder messages to copy or open in your own email app (nothing is sent automatically)\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eThe live dashboard\u003c\/h3\u003e\u003cp\u003eYour workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Quotes, Orders \u0026amp; Production Board, Proofs \u0026amp; Art, Customers \u0026amp; 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.\u003c\/p\u003e\u003ch3\u003eTeam seats\u003c\/h3\u003e\u003cp\u003eYour 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? \u003ca href=\"\/products\/crm-extra-team-seats\"\u003eExtra Team Seats\u003c\/a\u003e add 5 at a time, up to 25 in total.\u003c\/p\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eDownload 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.\u003c\/li\u003e\n\u003cli\u003eGo to \u003ca href=\"https:\/\/buckeye-planners.web.app\/pro-crm-print-shop\"\u003ebuckeye-planners.web.app\/pro-crm-print-shop\u003c\/a\u003e 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.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eLoad your workbook\u003c\/strong\u003e and pick your .xlsx file. The dashboard saves it to your team account, so it's there on any device.\u003c\/li\u003e\n\u003cli\u003eTap \u003cstrong\u003eTeam\u003c\/strong\u003e to add teammates by email. They sign in with that email and see the same dashboard.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch3\u003eGood to know\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eRoom for 2,000 rows per tab.\u003c\/li\u003e\n\u003cli\u003eWorks in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.\u003c\/li\u003e\n\u003cli\u003eUsing Google Sheets? Download it as .xlsx (File \u0026gt; Download \u0026gt; Microsoft Excel) before loading it into the dashboard.\u003c\/li\u003e\n\u003cli\u003eOne-time price, no monthly subscription.\u003c\/li\u003e\n\u003cli\u003eWant it set up for you? The \u003ca href=\"\/products\/print-shop-crm-done-for-you-setup\"\u003eDone-For-You Setup\u003c\/a\u003e imports your customer list, sets your stages, team and goals, and includes 10 team seats.\u003c\/li\u003e\n\u003cli\u003eNeed custom fields or something built from scratch? Ask about a \u003ca href=\"\/pages\/business-crm-software#pricing\"\u003efully custom CRM\u003c\/a\u003e (from $3,500).\u003c\/li\u003e\n\u003cli\u003eDigital download only. No physical item is shipped.\u003c\/li\u003e\n\u003cli\u003eSample names and numbers are made up.\u003c\/li\u003e\n\u003cli\u003eFigures are estimates from your own data, not financial, legal or tax advice.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eQuestions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.\u003c\/p\u003e","brand":"The Buckeye Branding Company","offers":[{"title":"Default Title","offer_id":51939768631543,"sku":null,"price":297.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0860\/8602\/5463\/files\/01-hero_9e085d6d-bc40-468d-86ab-e838ddc13289.jpg?v=1793639011","url":"https:\/\/buckeyebrandingcompany.com\/products\/print-shop-crm-live-dashboard","provider":"The Buckeye Branding Company","version":"1.0","type":"link"}