The Steel Pony

This Month

Bookings This Month

Goal: 10/month

This Month Inquiries

Goal: 42/month

Conversion Rate

Goal: 25%

Monthly Booked Revenue

Goal: $12,500

Avg Booked Amount

Goal: $1,200
Year-to-Date

YTD Bookings

Goal: 125/year

YTD Total Inquiries

Goal: 500/year

YTD Conversion Rate

Goal: 25%

YTD Booked Revenue

Goal: $150,000

YTD Avg Booked Amount

Goal: $1,200
Conversion Funnel
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

Event Bookings
Name Submitted Event Date Quote Guests Hours Event Type Bar Type Menus Source Status Invoice
0 rows
Leipers Fork SP1 Location

Today

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)

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

Year to Date (YTD)

YTD Net Revenue
$26,750
YTD Orders
2,200
Daily Sales (Net)
Daily Orders
Top Products by Revenue
Top Merch by Units Sold
Daily Breakdown
Date Orders Gross Net Tips Avg Order

Square POS data -- SP1 Leipers Fork location

Revenue Goals
Combined YTD Revenue
--
Goal: $255,000/year
Private Events Revenue
--
Goal: $135,000/year
Leipers Fork Revenue
$26,750
Goal: $120,000/year
Financial Highlights (QBO)
YTD Net Profit
--
via QuickBooks
YTD Revenue (QBO)
--
All income sources
True COGS
--
Food/Bev + Supplies + Trading Co
Gross Margin (True)
--
Excl. labor & tip payouts
Rolling 12mo Revenue
--
Apr 2025 - Apr 2026
Rolling 12mo Net
--
Full year picture
Rolling 12mo Expenses
--
All operating expenses
Avg Monthly Net
--
12-month average
Expenses by Category (QBO)
Monthly P&L Trend
YTD Labor
--
Spikes with PE volume
YTD Tip Payouts (Zelle)
--
Paid at payroll
Equipment (Scaling Capex)
--
One-time investment
Advertising
--
Square Fees
--
Insurance
--
Region Avg Profit
--
--

QBO data last updated: --

Revenue by Business Type
Revenue Split

Future locations will be added as they open.

Recommendations

Actionable insights based on your private events, Leipers Fork sales, and booking data. Updated each time your data refreshes.

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P&L SIMULATOR
YTD 2026 (Jan-Apr) • Drag sliders to model scenarios
Revenue
Cost of Goods Sold
Operating Expenses
Revenue
--
Gross Profit
--
Expenses
--
Net Income
--
COGS %
--
of revenue
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Lever Impact — net $ per $1k moved

P&L Waterfall

Scenario Insights

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