The Steel Pony - Business Dashboard

Event Profit Estimates Last 12 Months

Avg Est. Profit/Event

Estimated, not accounting

Total Est. Profit

Estimate, not accounting

Est. Margin

Profit / Revenue

Events Analyzed

Last 12 months (actuals)

Est. Profit per Event (cost engine estimate, not accounting)

Profit estimates for booking form events only. Full revenue across all events shown in Completed/Booked Revenue KPIs above. All estimates use EVENT_COST_CONFIG: Labor = 1:50 for espresso, 1:75 for all other menus. 2-person minimum when multiple menus are selected. $15/hr ($100 min/staff). COGS = guests x DPG x menu-weighted drink cost (incl supplies). Travel = $75 driver fee (when applicable). Plus $100 marketing + $50 tips/staff.

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

Bookings MTD

Goal: 10/month by inquiry date

Inquiries MTD

Goal: 30/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 by event date

Estimated per event not accounting

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

Completed Revenue YTD

Events completed + POS

Booked Revenue YTD

Future booked events

YTD Avg Booked Amount

Goal: $1,200 per booked inquiry

Avg Est. Profit YTD by event date

Estimated per event not accounting

Booking Form Funnel YTD

Total Inquiries

All inquiries

Pending

Booked

Declined

Not Booked

Canceled

Refused

Yearly Summary

Charts

Events by Month

Monthly Booked Revenue

Booking Inquiries By Month

Event Type Breakdown

Bar Type Popularity

Menu Popularity

Quote Price Distribution

Based on booking form quotes (not invoiced amounts)

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

Not yet synced

Event	Date	Quote	Deposit	Balance	Est. Profit	Margin	Status
Loading bookings...

Click any row to expand the full cost and profit breakdown.

Leipers Fork SP1 Location

Today Live Central Time, completed orders only

Today Revenue (Net)

Today Orders

Today Avg Order

Today Tips

Refreshes on page load

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

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

Estimated Net Profit revenue - COGS - labor - supplies - Square fees

Today Est. Profit

Today's direct costs

MTD Est. Profit

This month

YTD Est. Profit

Direct costs only

Avg Profit Margin

Profit / Revenue, YTD

Avg Daily Profit

YTD, days with sales

Avg Daily Labor

$15/hr + 1h open/close

Daily Estimated Profit (Revenue - COGS - Supplies - Waste - 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).

Performance by Day of Week YTD avg revenue & est. profit per day

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

Business Line	Units / Assumptions	Revenue Goal	Profit Goal	Margin	Status
Private Events	~117 events x ~$1,500 avg	$175,000	$57,750	33%	ACTIVE
Leipers Fork	Stationary cafe	$141,667	$34,000	24%	ACTIVE
SP2 Mobile Cafe	$120K rev adj (festivals, markets)	$141,667	$34,000	24%	ACTIVE
SP3 Stationary	New trailer location	$141,667	$34,000	24%	PLANNED
SP4 Stationary	Second trailer location	$141,667	$34,000	24%	PLANNED
Bar Cart (3 locations)	$375/day per location	$292,500	$70,200	24%	PLANNED
TOTAL	--	$1,034,168	$263,950	26%

Financial Highlights QBO Actuals

Year to Date Actuals YTD Jan 1 - today, from QBO

Actual Revenue

All income sources

Total COGS

Cost of goods sold

Total Operating Exp.

All operating expenses

Actual Net Profit

Revenue - COGS - Expenses

COGS Breakdown

Food & Bev COGS

Labor

Supplies

Retail COGS

Tip Payouts

Operating Expenses Breakdown

Advertising

Square Fees

Insurance

Interest

Event Fees

Accounting

Repair & Maint.

Other Expenses

Rolling 12 Months Actuals R12 trailing 12 months, from QBO

Revenue

Trailing 12 months

Total COGS

Cost of goods sold

Total Expenses

All operating expenses

Actual Net Income

Full year picture

Avg Monthly Net

12-month average

Net Margin

Net Income / Revenue

COGS Breakdown (R12)

Food & Bev

Labor

Supplies

Retail COGS

Tip Payouts

Operating Expenses Breakdown (R12)

Advertising

Square Fees

Insurance

Interest

Event Fees

Accounting

Repair & Maint.

Other Expenses

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.

P&L Simulator Drag sliders to model scenarios YTD 2026 (Jan-Apr)

Revenue

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
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