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Overview

Choose a period and compare enquiries, conversion and received revenue. Review outstanding amounts, professional costs and margins by celebrant or ceremony type.

How it works

  1. Open Overview and choose the period and comparison you need.
  2. Review enquiries, conversion, received revenue and outstanding amounts. The financial table separates revenue, professional costs and margin.
  3. Group the financial table by celebrant or ceremony type. Open a group to inspect the bookings behind the totals.

Financial table

The results depend on the enquiries, amounts and payments you record in the platform.

Overview

Add enquiry
Period:
Comparison:No comparison
Jul 2026 – Sep 2026

Current state

Open pipeline

€5,400

6 open opportunities

Upcoming ceremonies

9

Outstanding

€1,800

total owed across every active booking

Historical performance

Received revenue

€18,900

Conversion rate

75%

New enquiries

36

Enquiry conversion by period

Pipeline movement

Historical performance

What moved through the pipeline during the period, stage by stage.

To answerEntry point
36

↘ 83% from previous stage

Quote sent83% of total
30

↘ 90% from previous stage

Accepted75% of total
27

↘ 67% from previous stage

Realized50% of total
18

↘ 100% from previous stage

Paid50% of total
18

Financial table

Celebrant

Confirmed bookings, received revenue, professional costs and margin.

Sold€24,300
To receive€5,400
Received€18,900
Costs paid€5,400
Margin€13,500
Payment status
€24,300
Received€18,900To receive€5,400
Financial table
GroupingRevenueCostsMarginMargin %
Sofia Martins◐€10,800/ €13,500◐€3,000/ €4,200€7,80072%
Miguel Santos◐€8,100/ €10,800◐€2,400/ €3,150€5,70070%

Legend: ● Paid◐ Partly paid○ Unpaid

Product example

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