About this template

Printing Finance Management CRM Template tracks budgets, approvals, and profitability by project or client. Audit-ready dashboards and variance alerts keep finances on course.

What’s included

Boards

Accounts Board - This board is designed to streamline the management of company profiles, essential contacts, and ongoing deals for finance managers in the printing industry. It includes columns for key information such as company name, industry type, number of employees, headquarters location, and a detailed company description. By centralizing this data, finance managers can efficiently track client profiles, monitor financial engagements, and maintain a holistic view of each account's health. For example, linking the 'Deals' column allows managers to stay updated on the progress of financial transactions and adjust strategies accordingly.
Leads Board - This board focuses on effectively managing potential new business opportunities. Finance managers can use the 'Status' column to track the current phase of each lead, ensuring timely follow-ups and prioritization. The 'Create a contact' button allows for instant addition of new contacts, while columns for email, phone, and last interaction keep communication organized. This board helps finance managers identify high-value leads, streamline interactions, and optimize the conversion process, leading to increased revenue generation.
Contacts Board - Centralizing contact information is crucial for seamless communication and relationship management. This board includes columns for contact name, email, phone, title, and company, enabling finance managers to quickly access and update contact details. The 'Priority' and 'Type' columns help classify contacts based on importance and engagement level, ensuring that key relationships receive focused attention. Additionally, linking contacts to their respective accounts and deals provides a comprehensive view of their involvement in financial activities.
Deals Board - The heart of financial transaction management, this board tracks the stages of deals, deal values, and associated contacts and accounts. Finance managers can use the 'Stage' column to monitor progress, while the 'Expected Close Date' and 'Close Probability' columns assist in forecasting revenue and planning cash flow. The 'Owner' column allows assignment of deal responsibility to specific team members, ensuring accountability. By mirroring account information and using formulas to calculate forecast values, finance managers can make informed decisions and optimize deal outcomes.

Dashboards & Reports

Annual Target - This dashboard allows finance managers in the printing industry to monitor yearly revenue goals, offering a high-level view of financial performance and helping in strategic planning and budgeting.
Monthly Target - It provides insights into monthly sales achievements, assisting finance managers in tracking short-term performance and identifying trends or variances that need attention.
Average Deal Value - This dashboard helps finance managers understand the average revenue generated per deal, crucial for forecasting and financial analysis specific to the printing industry’s sales cycles.
Active deals - Forecasted Revenue - It offers a projection of potential revenue from active deals, aiding in cash flow management and financial planning.
Deal status distribution - This dashboard shows the current status of all deals, helping finance managers identify bottlenecks in the sales process and allocate resources more efficiently.
Actual Revenue by Month (Deals won) - This provides a monthly breakdown of revenue from closed deals, essential for tracking financial performance and assessing sales effectiveness.
Pipeline conversion - It tracks the conversion rates at different stages of the sales pipeline, offering insights into the efficiency of the sales process and helping to forecast future revenue.
Activity tracker - This dashboard monitors sales and marketing activities, ensuring that efforts are aligned with financial goals and helping to optimize resource allocation.
Forecasted Revenue by month - It gives a month-by-month revenue projection, aiding in financial planning and ensuring that the company is on track to meet its financial targets.
Forecasted Revenue by Stage - This dashboard breaks down forecasted revenue by sales stage, helping finance managers identify which stages are most promising and where additional support may be needed.
Deals Stages by Rep - It shows the progress of deals by each sales representative, allowing finance managers to assess individual performance and provide targeted support.
Deal Progress based on Month Added - This tracks the progress of deals based on when they were initiated, helping finance managers understand the sales cycle duration and forecast future closures.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that finance managers are immediately informed of new communications, helping to maintain timely follow-ups and avoid missed opportunities.
When an email is opened → Notify item subscribers with a message - It alerts finance managers when a prospect opens an email, enabling them to gauge interest and prioritize follow-ups more effectively.
When 'Create a contact' is clicked → Move the item to the Contacts board - This automation streamlines the process of updating contact information, ensuring that the finance team has accurate and up-to-date data for financial forecasting and analysis.
When a lead is created → Set its status to 'New Lead' - It automatically categorizes new leads, helping finance managers keep the sales pipeline organized and track the potential revenue from new opportunities.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - This automation keeps the 'Last interaction' date current, providing finance managers with accurate timelines for client communications, which is essential for managing follow-ups and forecasting sales.

Frequently asked questions

How can this template help me monitor printing costs and expenses effectively?

This template allows you to track detailed printing costs and expenses through customizable columns and automated workflows, ensuring you can manage and optimize your budget efficiently.

How does this CRM template assist in managing vendor payments and billing cycles in the printing industry?

The CRM template includes specific boards for tracking vendor payments and billing cycles, helping you automate payment schedules and ensure timely transactions.

Can this CRM template help with financial reporting specific to printing operations?

Yes, the template provides detailed financial reporting features tailored to printing operations, including expense tracking, revenue projections, and customized financial statements.

How can this CRM template improve cash flow management for a printing business?

This template offers tools to monitor cash flow, predict future financial needs, and manage accounts receivable and payable, ensuring optimal cash flow management for your printing business.

Does this template support budgeting and forecasting for printing projects?

Absolutely, the CRM template includes robust budgeting and forecasting functionalities, allowing you to plan and allocate resources effectively for various printing projects.

How can I use this template to track financial KPIs specific to the printing industry?

The template allows you to set and monitor financial KPIs such as cost per print, profitability margins, and vendor payment efficiency, providing you with critical insights to drive financial performance.

Can this CRM template help with compliance and regulatory reporting in the printing industry?

Yes, the template includes features to help you comply with industry regulations and generate necessary reports, ensuring your financial practices meet all compliance requirements.

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