Real‑Time Business Dashboard
Your main dashboard gives you a live snapshot of your business performance. It’s designed to help you understand what’s happening today,
what’s coming up, and how your business is trending over time.
What you can see at a glance
- Upcoming events
- New enquiries
- Confirmed bookings
- Revenue pipeline
- Payments due
- Tasks due today
- Staff workload
- Mail shot performance
Everything is presented clearly so you can make fast, confident decisions.
Sales & Revenue Reports
Track your financial performance with detailed sales and revenue reporting. CaterSOFT
shows you exactly where your income is coming from and how your business is growing.
- Monthly and yearly revenue
- Revenue by event type
- Revenue by venue
- Revenue by package or menu
- Deposit vs final payment breakdown
- Outstanding balances
Perfect for forecasting, planning, and understanding your most profitable services.
Event Profitability Reports
See the true profitability of each event by comparing revenue against staffing, ingredients, equipment, and operational costs.
You can analyse
- Cost per guest
- Staffing cost per event
- Ingredient and menu cost breakdown
- Gross and net profit
- Profitability by event type
This helps you refine pricing, improve margins, and make smarter business decisions.
Staffing & Labour Reports
Understand how your team is being used across events and where your labour costs are going.
Reports include
- Staff hours per event
- Labour cost per event
- Staff utilisation
- Overtime tracking
- Team performance insights
Ideal for planning, budgeting, and improving operational efficiency.
CRM & Marketing Reports
Track customer engagement and marketing performance with simple, actionable insights.
You can view
- Enquiry conversion rates
- Follow‑up performance
- Customer activity
- Mail shot open and click rates
- Repeat customer statistics
This helps you understand what’s working — and where to focus your marketing efforts.
Dietary & Menu Reports
CaterSOFT automatically generates dietary and menu‑related reports to support your kitchen and service teams.
- Dietary counts per event
- High‑risk dietary alerts
- Menu choice breakdowns
- Dish popularity trends
- Ingredient usage summaries
These reports help you plan menus, reduce waste, and improve kitchen efficiency.
Exportable Reports (Optional)
All reports can be viewed inside CaterSOFT, and selected reports can be exported for accountants, managers, or venue partners.
Export options
(You can choose which export formats you want to support.)
AI‑Driven Insights
CaterSOFT doesn’t just show you data — it helps you understand it. AI highlights trends, patterns, and opportunities so you can make smarter decisions.
Examples
- “Your plated dinners are 18% more profitable than buffets.”
- “Enquiries from Venue A convert 40% higher than others.”
- “Vegetarian dishes are increasing in popularity this season.”
- “Staffing costs are trending higher — consider reviewing allocations.”
AI turns your data into meaningful, actionable insights.
Sample Dashboard Snapshot
Today’s Overview
- Events this week: 4
- New enquiries: 3
- Revenue this month: £18,450
- Payments due: £3,200
- Tasks due today: 5
- Mail shot open rate: 38%
Event Breakdown
- Weddings: 2
- Corporate: 1
- Private dining: 1
Top Performing Menus
- Signature 3‑Course
- Premium Buffet
- Vegan Celebration Menu