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Small Business OS

Copperline Print & Signs · Small business operations · Boise, ID

Joaquin Medeiros owns a small sign and print shop and uses this to see open deals, this week's jobs, unpaid invoices, expenses and the quarter's goals in one place.

Any businessReportingLinked tables9 tables · 20 views · 1 form · 1 agent
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Contacts by type

Contacts
Customer3
Odalys FerreiraJuniper Bistroodalys@juniperbistro.net
Calvin ThornburyEast Bench Elementarycalvin@eastbenchschool.net
Greta LindholmBrightwater Dentalgreta@brightwater.net
Prospect2
Marisol AyersSummit Expo Groupmarisol@summitexpo.net
Ibrahim SotoHarlow Cafeibrahim@harlowcafe.net
Vendor2
Wendell ParkInk & Stock Supplywendell@inkandstock.net
Aisha BoatengVantage Vinyl Wholesaleaisha@vantagesupply.net
Partner0

Tables

Contacts

7 sample rows · 10 columns

Customers, prospects and suppliers.

NameCompanyEmailPhoneTypeDealsProjects
Odalys FerreiraJuniper Bistroodalys@juniperbistro.net(208) 555-0151CustomerPatio sign and bannersJuniper patio sign install
Calvin ThornburyEast Bench Elementarycalvin@eastbenchschool.net(208) 555-0152CustomerAnnual school bannersSchool banner run
Marisol AyersSummit Expo Groupmarisol@summitexpo.net(208) 555-0153ProspectExpo booth graphics package, Trade show tote bagsExpo booth graphics package
Ibrahim SotoHarlow Cafeibrahim@harlowcafe.net(208) 555-0154ProspectMenu boards and window decals, Opening day flyers
Greta LindholmBrightwater Dentalgreta@brightwater.net(208) 555-0155CustomerWaiting room wall graphicsWaiting room wall graphics
Wendell ParkInk & Stock Supplywendell@inkandstock.net(208) 555-0156Vendor
Aisha BoatengVantage Vinyl Wholesaleaisha@vantagesupply.net(208) 555-0157Vendor

Deals

7 sample rows · 8 columns

Sales opportunities moving from lead to won.

DealStageValueWin chance (%)Expected closeOwnerContact
Expo booth graphics packageProposal$14,80060Oct 29, 2026Joaquin MedeirosMarisol Ayers
Menu boards and window decalsQualified$3,90040Nov 6, 2026Priyanka DasIbrahim Soto
Patio sign and bannersWon$2,650100Oct 11, 2026Priyanka DasOdalys Ferreira
Annual school bannersWon$5,200100Sep 29, 2026Joaquin MedeirosCalvin Thornbury
Waiting room wall graphicsProposal$4,40070Oct 24, 2026Priyanka DasGreta Lindholm
Trade show tote bagsLead$2,10020Nov 21, 2026Priyanka DasMarisol Ayers
Opening day flyersLost$9000Oct 5, 2026Priyanka DasIbrahim Soto

Projects

4 sample rows · 8 columns

Jobs in production.

ProjectStatusStartDueBudgetCustomerTasks
School banner runIn progressOct 7, 2026Oct 23, 2026$5,200Calvin ThornburyProof approval from school, Print and trim banners, Pack and label for delivery, Order vinyl rolls
Juniper patio sign installDoneSep 27, 2026Oct 9, 2026$2,650Odalys FerreiraFinal walkthrough photos
Waiting room wall graphicsPlanningOct 20, 2026Nov 10, 2026$4,400Greta LindholmMeasure wall on site, Mock-up three options, Confirm install window
Expo booth graphics packagePlanningOct 31, 2026Nov 26, 2026$14,800Marisol AyersBooth size and layout brief, Collect brand files

Tasks

10 sample rows · 5 columns

The steps that get each job out the door.

TaskStatusDueAssigned toProject
Proof approval from schoolIn progressOct 18, 2026Priyanka DasSchool banner run
Print and trim bannersTo doOct 20, 2026Ngozi AdeyemiSchool banner run
Pack and label for deliveryTo doOct 22, 2026Ngozi AdeyemiSchool banner run
Final walkthrough photosDoneOct 9, 2026Bastian KowalJuniper patio sign install
Measure wall on siteTo doOct 21, 2026Bastian KowalWaiting room wall graphics
Mock-up three optionsTo doOct 26, 2026Bastian KowalWaiting room wall graphics
Booth size and layout briefTo doNov 2, 2026Joaquin MedeirosExpo booth graphics package
Order vinyl rollsDoneOct 9, 2026Ngozi AdeyemiSchool banner run
Confirm install windowIn progressOct 23, 2026Priyanka DasWaiting room wall graphics
Collect brand filesTo doNov 1, 2026Priyanka DasExpo booth graphics package

Invoices

4 sample rows · 7 columns

What customers owe and have paid.

InvoiceStatusAmountIssuedDuePaid onCustomer
INV-2201Paid$2,650Oct 11, 2026Oct 25, 2026Oct 16, 2026Odalys Ferreira
INV-2198Paid$2,600Sep 30, 2026Oct 14, 2026Oct 9, 2026Calvin Thornbury
INV-2210Sent$2,600Oct 13, 2026Oct 27, 2026—Calvin Thornbury
INV-2211Draft$1,100Oct 16, 2026Oct 30, 2026—Greta Lindholm

Expenses

8 sample rows · 5 columns

Money going out, by category and vendor.

Spent onCategoryAmountDateVendor
Vinyl and substrate orderSupplies$1,840Oct 8, 2026Wendell Park
Wide-format ink restockSupplies$960Oct 2, 2026Aisha Boateng
Design software subscriptionsSoftware$212Oct 14, 2026—
Van fuel and tollsTravel$148Oct 12, 2026—
Local newspaper adMarketing$350Sep 27, 2026—
Payroll, first half of the monthPayroll$9,400Oct 5, 2026—
Laminating filmSupplies$420Sep 21, 2026Wendell Park
Trade show floor space depositMarketing$1,200Sep 17, 2026—

Goals

4 sample rows · 6 columns

What the business wants to hit this quarter.

GoalQuarterTargetCurrentOwner
Reach $60k monthly revenueThis quarter60,00047,500Joaquin Medeiros
Cut average turnaround to four daysThis quarter45Ngozi Adeyemi
Sign three recurring school accountsThis quarter31Priyanka Das
Launch online quote formNext quarter10Bastian Kowal

Meetings

4 sample rows · 4 columns

Standing and one-off meetings with their notes.

MeetingWhenKind
Monday planning huddleOct 16, 3:00 PMWeekly
Supplier pricing reviewOct 20, 8:00 PMSupplier
Expo proposal walkthroughOct 26, 5:00 PMCustomer
Quarterly goals checkOct 3, 9:00 PMPlanning

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