$6.99
Home › Templates › Sales › Foundry
Sales dashboard template
Foundry Quote-to-Order Dashboard Template
Foundry is a single-file HTML sales desk dashboard for a fabrication shop that runs RFQ triage, quote building, win/loss, backlog, and account views.
Foundry is a single-file HTML dashboard template for a made-to-order manufacturing sales desk. It models Calder Steelworks, a fabrication shop, and runs the full quote-to-order cycle in five sections: RFQ Intake, Quote Builder, Win/Loss, Backlog, and Accounts. Every customer, part, and dollar figure is sample data you replace with your own book of business.
Foundry starts the cycle in RFQ Intake, which holds a triage queue of unquoted requests with quantity, material, gauge, due date, and complexity columns, and a triage card where you set Low, Standard, or Rush priority. Quote Builder prices quote Q-4471 line by line against a 28% target margin, with shop cost stacked against quoted sell price on the same scale. Win/Loss charts the last 40 released quotes as won and lost dots against quoted margin, with hit rate by count and a loss-reason Pareto. Backlog loads 18 open works orders against a weekly shop capacity of 380 hours for the next 6 weeks, with a late-only filter. Accounts closes the file with 12-month billed revenue per customer, open quote exposure, average won margin, and each account's top parts.
What is inside Foundry
- RFQ triage queue with customer, part, quantity, material, gauge, due date, complexity, and priority columns, filterable by Steel, Alu, and Stainless
- Triage card per RFQ with estimated shop hours and Low, Standard, Rush priority routing
- Quote builder with line table (scope, quantity, unit, rate, extended), target margin of 28%, and a rush-build toggle
- Cost versus price chart stacking shop cost against quoted sell price drawn to the same scale
- Win/Loss scatter of the last 40 released quotes against quoted margin, with quarterly filters and hit rate by count
- Loss-reason Pareto under the quote outcomes chart
- Backlog load chart of booked hours against 380 hours of weekly capacity across the next 6 weeks, with over-capacity flagging
- Works orders table with WO, customer and part, hours, value, ship week, promised date, and station, plus a late-only filter
- Account plates with 12-month revenue, open quote value, average won margin, top parts, and open quotes
Specifications
| Format | Single self-contained HTML file; zero dependencies, no build step |
|---|---|
| Theme | Galvanized |
| Mood | Light |
| Category | Sales |
| Price | $6.99, one-time |
Who Foundry is for
Foundry gives the shop owner or general manager the backlog read against the 380-hour weekly capacity to decide whether to sell more work, add a shift, or push lead times.
Foundry gives the estimator the RFQ triage queue, where each traveler opens for material, gauge, quantity, and need-by date, and rush priority routes to the lead estimator.
Foundry gives the sales or inside sales lead a quote builder set against the 28% target margin, with the cost-versus-price chart checked before releasing a number.
Foundry lets the operations or production scheduler click a week lane in the load chart to trace its works orders, filtering to late orders with promised dates and stations.
Foundry gives the account manager 12-month revenue, average won margin, and open quote value per account to review before a customer visit.
When to reach for it
Foundry fits a shop where quoting lives in one spreadsheet, backlog in another, and nobody can say which accounts are profitable. The five sections carry one job from request to shipped order in a single file.
Foundry matters when the shop keeps winning quotes at margins that lose money. The Win/Loss view plots every released quote against its quoted margin and splits hit rate by count, so you can see whether you win the cheap work and lose the good work.
Foundry earns its place when capacity is the constraint. The backlog view books hours against 380 per week for 6 weeks out and flags over-capacity lanes, which replaces the scheduling spreadsheet that goes stale by Tuesday.
Foundry pays off before raising prices. The accounts plate shows average margin on won work per customer alongside open quote exposure, so discount and surcharge decisions start from history.
Frequently asked questions
Is Foundry specific to steel fabrication?
No, Foundry is not specific to steel fabrication. The sample data is a steelworks, but the structure fits any quote-driven shop: machining, signage, printing, sheet metal, or contract manufacturing. Materials, gauges, stations, and capacity hours are editable values, and the quote-to-order flow is industry-neutral.
Does Foundry calculate prices automatically?
No, Foundry does not calculate prices automatically. Foundry calculates margin from the cost and rate figures you enter per line and totals them on the quote builder. It is a static HTML template with sample data, not a CPQ engine, so estimating logic stays in your own process.
How does the capacity number work?
The capacity number works as a weekly hours figure that the backlog view compares against booked works-order hours, set to 380 hours in the sample. You edit that number to match your shop, and the load chart and over-capacity flags for the next 6 weeks redraw from it.
What data do I need to make Foundry my own?
Making Foundry your own takes your open RFQs, released quotes with outcomes and margins, open works orders with hours and promised dates, and 12 months of billed revenue by account. Most shops can pull all four from their ERP or even from spreadsheets.
