About this template

Packaging Finance Manager 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 - The Accounts Board is essential for managing and centralizing critical information on packaging companies you work with. This board helps finance managers keep track of each client's key details such as their domain, industry, number of employees, and headquarters location. By linking contacts and deals directly to the accounts, you can easily oversee the financial transactions and communication history, ensuring accurate and up-to-date records for informed decision-making.
Leads Board - The Leads Board streamlines the process of tracking potential packaging clients from initial contact through to conversion. Finance managers can monitor the status of each lead, create new contacts, and maintain key details such as company name, title, email, and phone number. The board's ability to log the last interaction helps ensure timely follow-ups, thus increasing the chances of successful deals and maintaining a robust pipeline.
Contacts Board - The Contacts Board is crucial for managing all communication with packaging clients and prospects. Finance managers can maintain comprehensive records of contacts, including their email, phone number, company, title, and priority level. This board also allows linking contacts to specific accounts and deals, providing a holistic view of interactions and ensuring no details are overlooked. By tracking the comments and activities, this board helps maintain a high level of customer service and relationship management.
Deals Board - The Deals Board is vital for tracking the progress and financial details of transactions within the packaging industry. Finance managers can oversee the stage of each deal, the owner responsible, the deal value, and the expected close date. By linking deals to relevant contacts and accounts, and calculating forecast values based on close probability, this board provides a comprehensive overview of the sales pipeline. This ensures accurate forecasting and helps prioritize high-value deals for better financial planning and resource allocation.

Dashboards & Reports

Annual Target - Helps the finance manager track yearly revenue goals against actual sales, ensuring alignment with long-term financial planning and budget forecasts.
Monthly Target - Provides insights into monthly sales performance, allowing the finance manager to monitor short-term targets and make adjustments to meet financial objectives.
Average Deal Value - Enables the finance manager to assess the average revenue per deal, aiding in the identification of high-value clients and the optimization of pricing strategies.
Active deals - Forecasted Revenue - Offers visibility into potential income from current negotiations, assisting the finance manager in predicting cash flows and managing financial expectations.
Deal status distribution - Illustrates the stages of all active deals, helping the finance manager understand where deals may be stalling and allocate resources accordingly.
Actual Revenue by Month (Deals won) - Tracks monthly actual revenue from completed deals, providing a clear picture of financial health and performance trends over time.
Pipeline conversion - Shows the conversion rate of leads into deals, allowing the finance manager to evaluate the efficiency of the sales pipeline and identify areas for improvement.
Activity tracker - Monitors sales activities and interactions, ensuring that the finance manager can track productivity and identify necessary follow-ups to drive revenue.
Forecasted Revenue by month - Projects future revenue based on current pipeline data, aiding in financial forecasting and planning.
Forecasted Revenue by Stage - Breaks down forecasted revenue according to deal stages, helping the finance manager understand potential revenue at each phase and manage expectations.
Deals Stages by Rep - Displays the progress of deals broken down by sales reps, enabling the finance manager to assess individual performance and allocate resources effectively.
Deal Progress based on Month Added - Tracks the movement of deals added each month, providing insights into how quickly deals are progressing and helping identify any bottlenecks in the sales process.

Automations

When new email arrives → Notify item subscribers with a message - Ensures timely communication about new leads or inquiries, allowing the finance manager to stay updated on potential revenue opportunities.
When an email is opened → Notify item subscribers with a message - Keeps track of client engagement and interest, helping the finance manager prioritize follow-ups and anticipate deal closure likelihood.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the contact management process, aiding the finance manager in maintaining accurate and up-to-date client records for financial analysis.
When a lead is created → Set its status to 'New Lead' - Automatically categorizes new leads, facilitating efficient tracking and prioritization of potential revenue sources for the finance manager.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps the interaction timeline current, helping the finance manager monitor ongoing engagement and ensure consistent follow-ups to maximize revenue potential.

Frequently asked questions

How can this CRM template help me track packaging production costs?

This template includes specialized columns for recording and monitoring production costs, including raw materials, labor, and overheads, allowing you to keep a close eye on your packaging production expenses.

Can this CRM template assist in managing financial budgets for packaging projects?

Yes, the template features budget management tools that let you set, track, and adjust financial budgets for different packaging projects, ensuring you stay within financial limits while maximizing profitability.

How does this CRM template facilitate financial reporting in the packaging industry?

The template includes customizable financial reporting columns and automated workflows that generate detailed financial reports, helping you analyze performance and make informed decisions.

Does this CRM template support expense tracking for packaging materials?

Absolutely, it has dedicated columns for tracking expenses related to various packaging materials, allowing you to monitor costs and optimize spending efficiently.

How can this CRM template help with cash flow management in packaging finance?

The template provides tools to monitor cash inflows and outflows, giving you real-time insights into your cash flow status and helping you manage liquidity effectively.

Can I use this CRM template to manage vendor payments in the packaging industry?

Yes, the template includes features for tracking and managing vendor payments, ensuring timely and accurate payment processing, which is crucial for maintaining good supplier relationships.

How does this CRM template aid in financial compliance for packaging companies?

The template is designed to help you maintain financial compliance by offering detailed record-keeping and audit trails, ensuring that your financial practices adhere to industry standards and regulations.

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