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

Priya Nair

Renewing

Family of five, preserves · Source: Referral · 3 seasons with the farm

Contact

Email: pnair@email.demo
Phone: (715) 555-0303

Preferences

Budget range: $700–$1,000
Preferred tier: Harvest-Plus Share
Household size: 5
Fulfillment: Farm / Market Pickup
Start timeline: This Month
Preferred pickups: Farm
Must-have produce: TomatoesWinter squashPeppers
Nice to have: FruitFlowers
Avoid: —

Notes

Three-season member, cans everything. Renewing Harvest-Plus for a fourth year, picks up at the farm and always brings the kids. Ask about the extra canning-tomato bulk order.

Suggested shares for this member

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

Harvest-Plus Share

Harvest-Plus Share · $960

85%

fit

✓Within budget
✓Harvest-Plus Share matches household size
✓Serves preferred pickup site
✓Supports farm / market pickup
✓Available to start now

!Missing: Tomatoes, Winter squash, Peppers

Half Share

Half Share · $540

69%

fit

✓Under budget
✓Serves preferred pickup site
✓Has 2/3 must-have crops
✓Supports farm / market pickup
✓Available to start now

!Prefers harvest-plus share
!Missing: Winter squash

Market Share

Market Share · $340

64%

fit

✓Under budget
✓Serves preferred pickup site
✓Has 1/3 must-have crops
✓Supports farm / market pickup
✓Available to start now

!Prefers harvest-plus share
!Missing: Winter squash, Peppers

Assigned Farmer

Sam Hartley

Co-owner & Grower

Activity Timeline

N
NoteApr 15, 2026
Renewal confirmed for Harvest-Plus, fourth season. Adding a canning-tomato bulk order in August.
B
Box PickupApr 5, 2026
Picked up the early-spring greens trial box at the farm stand.