Farm Office Dashboard — visual mockup of the CSA back-office

Katie Alvarez

Qualified

Family of four, cooks nightly · Source: Website · 0 seasons with the farm

Contact

Email: kalvarez@email.demo
Phone: (715) 555-0301

Preferences

Budget range: $500–$820
Preferred tier: Full Share
Household size: 4
Fulfillment: Farm / Market Pickup
Start timeline: This Month
Preferred pickups: Downtown, Weston
Must-have produce: TomatoesSweet corn
Nice to have: MelonsPeppers
Avoid: Beets

Notes

Moved to Weston last fall, found us at the winter market. Two kids who will actually eat vegetables. Wants a big weekly box but the Full Share is sold out — offered the waitlist plus Harvest-Plus.

Suggested shares for this member

Scored by budget, box size, pickup, must-have crops, fulfillment & timeline.

Half Share

Half Share · $540

86%

fit

✓Within budget
✓Serves preferred pickup site
✓Has 2/2 must-have crops
✓Supports farm / market pickup
✓Available to start now

!Prefers full share

Market Share

Market Share · $340

67%

fit

✓Under budget
✓Serves preferred pickup site
✓Has 1/2 must-have crops
✓Supports farm / market pickup
✓Available to start now

!Prefers full share
!Missing: Sweet corn

Fall Harvest Share

Half Share · $300

59%

fit

✓Under budget
✓Serves preferred pickup site
✓Supports farm / market pickup
✓Available to start now

!Prefers full share
!Missing: Tomatoes, Sweet corn

Assigned Farmer

Rosa Hartley

Co-owner & Member Care

Activity Timeline

P
Phone CallApr 14, 2026
Walked through the waitlist for the Full Share and pitched Harvest-Plus as an upgrade. Thinking it over with her husband.
E
EmailApr 10, 2026
Sent the share comparison sheet and Weston pickup details.