Farm Office Dashboard — visual mockup of the CSA back-office
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Grace Whitfield
Active MemberFamily of four, third season · Source: Referral · 3 seasons with the farm
Contact
- gwhitfield@email.demo
- Phone
- (715) 555-0307
Preferences
- Budget range
- $250–$360
- Preferred tier
- Half Share
- Household size
- 4
- Fulfillment
- Home Delivery
- Start timeline
- Next Season
- Preferred pickups
- Delivery
- Must-have produce
- ApplesWinter squash
- Nice to have
- PotatoesCarrots
- Avoid
- —
Notes
Does the Fall Harvest Share every year for the apples and squash. Delivery member. Reach back out in August before fall sign-ups open.
Suggested shares for this member
Scored by budget, box size, pickup, must-have crops, fulfillment & timeline.
Fall Harvest Share
Half Share · $300
98%
fit
- ✓Within budget
- ✓Half Share matches household size
- ✓Serves preferred pickup site
- ✓Has 2/2 must-have crops
- ✓Supports home delivery
Half Share
Half Share · $540
53%
fit
- ✓Half Share matches household size
- ✓Serves preferred pickup site
- ✓Supports home delivery
- !Over budget by $180
- !Missing: Apples, Winter squash
Market Share
Market Share · $340
39%
fit
- ✓Within budget
- !Prefers half share
- !Not offered at preferred pickup
- !Missing: Apples, Winter squash
- !No home delivery option
Assigned Farmer
J
June Hartley
Orchard & Farm Stand
Activity Timeline
- NNoteMar 28, 2026
Happy Fall Harvest delivery member. Set an August reminder before fall sign-ups.