Department Dashboards
Every Team Gets Their Own View
Purpose-built dashboards for each department with exactly the data and tools they need.
Sales Dashboard
Where every event begins. Manage leads, capture all event details, schedule tastings, and close deals.
- Lead pipeline with conversion tracking
- Complete event intake forms
- Food tasting scheduling & feedback
- Proposal and contract generation
- Client relationship management
- Revenue forecasting
Sales
Dashboard Overview
The CaterFlow Workflow
From First Contact to Final Invoice
A seamless flow that keeps every department synchronized and every detail tracked.
Sales Creates Event
Sales PhaseSales team captures all client details, event requirements, menu preferences, and special requests in one comprehensive intake form.
Schedule Tasting
Sales PhaseBook a tasting room, select menu items to present, and coordinate with kitchen staff. Capture client feedback and finalize the menu.
Event Confirmed
HandoffContract signed, deposit received, and menu finalized. Sales hands off to Operations with all details automatically transferred.
Prep & Logistics
Operations PhaseKitchen receives prep lists, warehouse generates pull sheets, staffing assigns team members, and logistics schedules loading.
Day-of Execution
Operations PhaseReal-time timeline tracking, team check-ins, live updates, and issue escalation ensure flawless event delivery.
Close & Invoice
Financial PhasePost-event tasks completed, final invoice generated, profitability calculated, and event archived for reporting.
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