The Steel Pony

This Month MTD bucketed by inquiry-submission date (marketing view, not accounting)

Bookings MTD

Goal: 10/month by inquiry date

Inquiries MTD

Goal: 42/month by inquiry date

Conversion Rate MTD

Goal: 25% of this month's inquiries

Booked Revenue MTD

Goal: $12,500  contract value of this month's inquiries

Avg Booked Amount MTD

Goal: $1,200 per booked inquiry

Avg Est. Profit MTD

Per booked event synthesized estimate
Year-to-Date YTD bucketed by inquiry-submission date (marketing view, not accounting)

YTD Bookings

Goal: 125/year by inquiry date

YTD Total Inquiries

Goal: 500/year by inquiry date

YTD Conversion Rate

Goal: 25% of YTD inquiries

YTD Booked Revenue YTD

Goal: $150,000  contract value of YTD inquiries

YTD Avg Booked Amount

Goal: $1,200 per booked inquiry

Avg Est. Profit YTD

Per booked event synthesized estimate
Conversion Funnel All-time
Total Inquiries
All inquiries
Pending
0%
Booked
0%
Declined
0%
Not Booked
0%
Canceled
0%
Refused
0%
Lost Rate
Declined+Refused / Total
Charts

Monthly Booked Revenue

Booking Inquiries By Month

Event Type Breakdown

Bar Type Popularity

Menu Popularity

Quote Price Distribution

Booked Events by Day of Week

Status Distribution

Conversion by Event Type

Conversion by Bar Type

Conversion Rate By Month

Average Quote by Event Type

Inquiries by Source

Bookings by Source

Leipers Fork SP1 Location

Today Live Central Time, completed orders only

Today Revenue (Net)
--
Today Orders
--
Today Avg Order
--
Today Tips
--

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Top Selling Products Today

Product Qty Sold Revenue
No product data yet

This Month MTD by order date, Central Time

Net Revenue
$12,110
Orders
802
Avg Order
$15
Days Open
21
Avg Daily Revenue
$577

Year to Date YTD Jan 1 - today, by order date

YTD Net Revenue
$26,750
YTD Orders
2,200
Daily Sales (Net)
Daily Orders

Daily Estimated Profit YTD direct costs only, by order date

Avg Daily Profit
--
YTD, days with sales
Total Est. Profit YTD
--
Direct costs only
Avg Profit Margin
--
Profit / Revenue, YTD
Avg Daily Labor
--
YTD, days with sales
Daily Estimated Profit (Revenue - Product COGS - Supplies - Labor)

Estimates: labor from schedule x rate, product COGS ~ $1.25/item, supplies ~ $0.48/item, Square fees 2.6% + $0.10/tx. Does not include fixed overhead (rent, insurance, etc).

Top Products by Revenue
Top Merch by Units Sold

Monthly Net Sales R12

Monthly Net Sales -- Rolling 12 Months
Daily Breakdown
Date Orders Gross Net Tips Avg Order

Square POS data -- SP1 Leipers Fork location

Revenue Goals
Combined Revenue YTD
--
Goal: $255,000/year cash collected Jan 1 - today
Private Events Revenue YTD
--
Goal: $135,000/yr  cash collected, not booked contracts
Leipers Fork Revenue YTD
$26,750
Goal: $120,000/year Square POS net, Jan 1 - today
Financial Highlights QBO

Year to Date YTD Jan 1 - today, QBO transaction date

Net Profit
--
via QuickBooks
Revenue
--
All income sources
True COGS
--
Food/Bev + Supplies + Trading Co
Gross Margin
--
Excl. labor & tip payouts

Rolling 12 Months R12 trailing 12 months ending today, from QBO

Revenue
--
Trailing 12 months
Net Income
--
Full year picture
Expenses
--
All operating expenses
Avg Monthly Net
--
12-month average

Operating Costs YTD Jan 1 - today, QBO transaction date

Labor
--
Spikes with PE volume
Tip Payouts
--
Paid via Zelle at payroll
Equipment
--
One-time scaling capex
Advertising
--
Square Fees
--
Insurance
--
Region Avg Profit
--
--
Expenses by Category
Monthly P&L Trend

QBO data last updated: --

Revenue by Business Type
Revenue Split

Future locations will be added as they open.

Recommendations

Strategic and tactical insights from your financials, bookings, Leipers Fork POS, and market data. Ranked by impact within each category.

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P&L Simulator Drag sliders to model scenarios YTD 2026 (Jan-Apr)
Revenue
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vs actual
COGS
--
-- of rev
Gross Profit
--
-- margin
Operating Expenses
--
vs actual
Net Income
--
vs actual
Optimize:
Revenue
Cost of Goods Sold
Operating Expenses

Lever Impact — net $ per $1k

P&L Waterfall

Scenario Insights

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Form Abandonment LIVE

Visitors who started the booking quote form but did not complete it. Use this to identify drop-off patterns and potential follow-up leads.

Total Abandonments

all time

With Contact Info

name or email captured

Had a Quote

got to pricing step

Potential Revenue

sum of quoted amounts

Drop-off by Event Type

Abandonment Details
Date Name Email Phone Event Type Event Date Guests Quote Source Fields Filled
Loading abandonment data...