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Food & Beverage demo

Track deposits, food cost, event margin, and final invoice timing.

Event readiness

21/242 watch

BEO locked

21/24

Menu cost

28%

Event Calendar: 24 eventsMenu Costing: 28% food costStaff Schedule: 91% staffedSigned BEODeposit receiptMenu costingStaff roster

Welcome to your Food & Beverage workspace

Financial, operational, and automation activity across the business.

OwnerFull access

Owner command view dashboard

Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.

Track deposits, food cost, event margin, and final invoice timing.

Receivables control

$4,400

Can send reminders, record payments, and void invoices.

Approval queue

1

Estimate approvals convert into invoices, jobs, and tasks.

Automation health

3

Active rules update dashboards and notification trails.

Industry command center

Event readiness

Track deposits, food cost, event margin, and final invoice timing.

21/24

3 BEOs need final approval

BEO locked

21/24

Three events still need finalized banquet event orders.

Menu cost

28%

Food cost is inside the target range for upcoming events.

Staffing

91%

Two server slots are still open for this weekend.

Proof packet

Required records before handoff, billing, or client approval.

1Signed BEO
2Deposit receipt
3Menu costing
4Staff roster

Revenue YTD

$7,400

+25%vs last period

Outstanding A/R

$4,400

Active Clients

3

Open Estimates

3

Active Jobs

3

Workflow Pipeline

1

Leads

2

Estimates

2

Invoices

2

Payments

Quick Actions

Recent Activity

Corporate Lunch Co paid weekly catering invoice - $4,200

1 hour ago

Hart Wedding menu tasting completed

4 hours ago

Food Festival invoice INV-2026-0176 is overdue

2 days ago

Private Dinner estimate sent

3 days ago

Interactive Runbook

0/6

3 BEOs need final approval

Role View

Track deposits, food cost, event margin, and final invoice timing.

Event Calendar: 24 events
Menu Costing: 28% food cost
Staff Schedule: 91% staffed

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