1. Wedding Planning Platform
  2. Reports and operational decisions
Reference

Reports for the questions your team asks

Review guest numbers against capacity, vendor fees and deadlines, review outcomes and payment reconciliation.

Overview
Wedding Planning Platform · Overview

Wedding Planning Platform dashboard

This quarter

Vendor commitments in view
6
Total agreed fee usd
4,480
Submitted
6
Required by in 14 days
3

Events by status

How far records got this quarter

StageReachedStep
Draft37
Review2259%
Approved1673%
Open850%

Capacity by status

Sample totals per stage

10.0k0
6.0kDraft
8.0kReview
9.0kApproved
10.0kOpen
6.0kCompleted
Example screen with sample data

Questions to answer

Are we within capacity?

Compare reserved and admitted guests with each event's capacity.

When do guests arrive?

Count admissions by hour to staff the door and brief the caterer.

What have we committed to vendors?

Total agreed fees by event and vendor, by status.

Which vendor deadlines are next?

List submitted and approved commitments by required-by date.

Why was work returned?

Read review decisions by outcome and reason.

Do payments reconcile?

Compare captures, refunds and voids by event, verified and unverified.

More reports

Guest count against capacity Grouped

For each event, compare reserved Quantity and admitted Quantity on Admissions with the event's Capacity.

Arrivals by hour List

Count admitted guests by the hour of admitted at for each event to plan door staffing.

Vendor fees by event Grouped

Total agreed fee USD on vendor commitments by event, then by Vendor and Status.

Vendor deadlines List

List Submitted and Approved vendor commitments by required by date with the vendor and agreed fee.

Review outcomes List

Count review decisions by Decision and Reviewer, with the reasons for Reject and Return.

Payment reconciliation by event Grouped

Total payment evidence amount USD by event, then by Type and Verified.

Operation exceptions List

List operation receipts in Pending, Failed or needs review by Action with their failure reason.

Venue usage List

Count Events by venue and Status across the season.

Event pipeline List

Count Events by Status and Owner, with their starts at dates.

Set up Wedding Planning Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started