Relatórios e análises para catering: planear sem caixa negra de IA

How do we pull a report across every event? On one hand, we have our finance documents, where we can see at a glance how many invoices are still overdue. We can also upload a payment reconciliation file to mark the matching invoices as paid directly. If we have an accounting connection to Lexware, sevDesk or similar, that happens automatically through the integration. From here we can sort by quotes, invoices, deposits, delivery notes and credit notes, and we also have the option to adjust the status directly. So right now we mainly want to see the overdue ones, so we can follow up and collect on all of them — and alongside that, there’s also a whole set of reports. On one hand, we see our financial breakdown by period here, and we can filter it completely by the event’s status, by location, customer, event tags, guest count or form answers, and we also have the option to sort everything by period, category, event, event type, cost center, location, customer or product, and pull the corresponding figures out as an Excel export. On top of that, the reports also give us an overview of our open invoices. There we can see exactly what our invoice history looks like and what the aging structure of those invoices is. In the booking funnel, in turn, we see our conversion rates for each booking page — how many people open the page and how far they get, how many actually make it through to an accepted quote so that we end up with a completed event. And here we also have our median times to first response, to the inquiry, to the quote, or from sent to accepted. We also have complete staffing and working-time analyses in here, along with cost of goods for each period, plus our material consumption for each period and our team’s sales activity. There you can see exactly who made how many calls and sent how many emails, and when. See you next time.