Coffee shop
Amberly Creek Coffee · Coffee shop · Bend, OR
Calla Mwangi is the owner of Amberly Creek Coffee, an independent coffee shop and roaster in Bend, and she uses this to move each wholesale and catering prospect from first call through a tasting and a quote to a signed agreement, seeing every quote and tasting rolled up on the account.
Food and hospitalitySales pipelineLinked tables5 tables · 7 views · 2 forms · 2 dimension sets · 1 dashboard · 1 document · 1 notification · 1 stage rule set · 1 row action · 1 agent
Use this templatePipeline board
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Tables
Accounts
30 sample rows · 21 columnsEvery business courted for wholesale or catering coffee, from the first call to the signed agreement.
| Business | Account number | Segment | Stage | Heard about us | Pounds a week | Account owner |
|---|---|---|---|---|---|---|
| Alder Grove Community Church | AC-4223 | 9 | Delphine Waverly-Tran | |||
| Bluebird Brunch House | AC-4230 | 35 | Calla Mwangi | |||
| Brightwater Montessori | AC-4217 | 12 | Delphine Waverly-Tran | |||
| Cascade Corporate Retreats | AC-4213 | 22 | Calla Mwangi | |||
| Cobblestone Hollow Inn | AC-4204 | 30 | Delphine Waverly-Tran | |||
| Copperline Hardware | AC-4220 | 10 | Delphine Waverly-Tran | |||
| Crescent Hollow Law Offices | AC-4202 | 14 | Delphine Waverly-Tran | |||
| Driftwood Dumplings | AC-4205 | 25 | Delphine Waverly-Tran | |||
| Ember and Lace Weddings | AC-4218 | 15 | Calla Mwangi | |||
| Foxtail Garden Supply | AC-4225 | — | — | |||
| Hearth and Honey Diner | AC-4215 | 55 | Calla Mwangi | |||
| High Desert Hostel | AC-4228 | — | — |
Contacts
36 sample rows · 5 columnsThe people at each business who decide, taste and sign.
| Contact | Part in the decision | Phone | Works at | |
|---|---|---|---|---|
| Amara Kessler-Ito | (541) 555-0138 | amara.kesslerito@tumbleweedinbox.com | High Desert Hostel | |
| Annika Solheim | (541) 555-0111 | annika.solheim@bendbasinmail.com | Cobblestone Hollow Inn | |
| Ansel Moreau-Diaz | (541) 555-0126 | ansel.moreaudiaz@tumbleweedinbox.com | Pine Needle Books | |
| Bartholomew Yeo | (541) 555-0123 | bartholomew.yeo@bendbasinmail.com | Cascade Corporate Retreats | |
| Beatrice Onyango | (541) 555-0131 | beatrice.onyango@bendbasinmail.com | Ironwood Strength Collective | |
| Cecilia Ashworth-Pike | (541) 555-0140 | cecilia.ashworthpike@highdesertpostbox.org | Bluebird Brunch House | |
| Corliss Fitzgibbon | (541) 555-0118 | corliss.fitzgibbon@tumbleweedinbox.com | Whistling Bend Events | |
| Dario Adeyemi-Ross | (541) 555-0147 | dario.adeyemiross@highdesertpostbox.org | — | |
| Delaney Quist | (541) 555-0128 | delaney.quist@highdesertpostbox.org | Ember and Lace Weddings | |
| Dev Mukherjee-Hale | (541) 555-0117 | dev.mukherjeehale@cascadefoothillsmail.net | Marrow Peak Climbing Gym | |
| Evander Prasad | (541) 555-0115 | evander.prasad@bendbasinmail.com | Tamarack Art Gallery | |
| Fatima Zubair-Lindgren | (541) 555-0124 | fatima.zubairlindgren@highdesertpostbox.org | Pilot Butte Accounting Group |
Quotes
28 sample rows · 8 columnsWhat each business was offered: the coffee, how much a week and the monthly price.
| Quote | For | Coffee | Pounds a week | Monthly price | Status | Sent |
|---|---|---|---|---|---|---|
| Hearth and Honey Diner — House blend | Hearth and Honey Diner | 35 | $2,200 | Oct 2, 2026 | ||
| Hearth and Honey Diner — Decaf blend | Hearth and Honey Diner | 10 | $670 | Oct 2, 2026 | ||
| Cascade Corporate Retreats — House blend | Cascade Corporate Retreats | 12 | $780 | Oct 1, 2026 | ||
| Cascade Corporate Retreats — Cold brew concentrate | Cascade Corporate Retreats | 10 | $760 | Oct 1, 2026 | ||
| Sage Meadow Bistro — Espresso blend | Sage Meadow Bistro | 40 | $2,700 | Sep 30, 2026 | ||
| Tallgrass Yoga Loft — House blend | Tallgrass Yoga Loft | 16 | $1,030 | Sep 29, 2026 | ||
| Pilot Butte Accounting Group — House blend | Pilot Butte Accounting Group | 20 | $1,290 | Sep 28, 2026 | ||
| Larkfield Lodge — House blend | Larkfield Lodge | 18 | $1,150 | Sep 27, 2026 | ||
| Larkfield Lodge — Decaf blend | Larkfield Lodge | 10 | $680 | Sep 27, 2026 | ||
| Whistling Bend Events — Espresso blend | Whistling Bend Events | 25 | $1,720 | Sep 25, 2026 | ||
| Whistling Bend Events — House blend | Whistling Bend Events | 15 | $970 | Sep 25, 2026 | ||
| Marrow Peak Climbing Gym — House blend | Marrow Peak Climbing Gym | 20 | $1,290 | Sep 22, 2026 |
Tastings
21 sample rows · 6 columnsEach cupping at a prospect's business, who hosted it and how it went.
| Tasting | For | When | Hosted by | How it went | Tasters |
|---|---|---|---|---|---|
| Cupping at Ember and Lace Weddings | Ember and Lace Weddings | Oct 14, 6:00 PM | Calla Mwangi | 4 | |
| Cupping at Pine Needle Books | Pine Needle Books | Oct 12, 5:00 PM | Bram Okonkwo-Hale | 3 | |
| Cupping at Brightwater Montessori | Brightwater Montessori | Oct 11, 8:00 PM | Delphine Waverly-Tran | 6 | |
| Cupping at Larkspur Engineering | Larkspur Engineering | Oct 10, 10:00 PM | Bram Okonkwo-Hale | 5 | |
| Cupping at Hearth and Honey Diner | Hearth and Honey Diner | Sep 6, 9:00 PM | Bram Okonkwo-Hale | 6 | |
| Cupping at Pilot Butte Accounting Group | Pilot Butte Accounting Group | Sep 1, 5:00 PM | Delphine Waverly-Tran | 5 | |
| Cupping at Cascade Corporate Retreats | Cascade Corporate Retreats | Aug 27, 8:30 PM | Calla Mwangi | 9 | |
| Cupping at Tallgrass Yoga Loft | Tallgrass Yoga Loft | Aug 25, 4:30 PM | Delphine Waverly-Tran | 3 | |
| Cupping at Sage Meadow Bistro | Sage Meadow Bistro | Aug 21, 10:00 PM | Bram Okonkwo-Hale | 4 | |
| Cupping at Larkfield Lodge | Larkfield Lodge | Aug 7, 6:00 PM | Bram Okonkwo-Hale | 5 | |
| Cupping at Whistling Bend Events | Whistling Bend Events | Jul 30, 9:30 PM | Calla Mwangi | 6 | |
| Cupping at Marrow Peak Climbing Gym | Marrow Peak Climbing Gym | Jul 18, 5:00 PM | Bram Okonkwo-Hale | 7 |
Also included
- Pipeline board
- Proposal letterThe note that goes with a quote after a tasting, naming the coffee and the monthly price.
- Agreement ready to sendTells the wholesale account manager when an account says yes so the agreement goes out the same day.
- Mark lost
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