EventSync Dashboard Overview
The four EventSync figures, the six panels beneath them, and what each one is actually counting.
The EventSync Dashboard is the first screen you land on in the module. It answers one question — is the non-wedding side of the business healthy — and it does it with four figures and six panels.
The date range
The control at the top (7D, 30D, Quarter, Year, All Time) drives most of what is below it. If a figure looks wrong, check this first: an inquiry logged five weeks ago is not in a 30-day view.
One figure deliberately ignores it — see Upcoming Booked below.
The four figures
Total Inquiries
Every inquiry created in the selected range, whatever stage it reached — including ones you lost. It is a measure of demand, not of success.
Upcoming Booked
Events with status Booked and a date in the future. This one is not filtered by the date range, because it answers "what is coming" rather than "what happened recently" — an event nine months out still needs a coordinator.
Click it to jump to your Events list.
Conversion Rate
The share of inquiries in range that reached Booked or Completed.
With no inquiries in range this reads --, not 0%. "0%" would be a claim that none of your inquiries convert, which is a very different statement from having none to measure.
Open Proposals
Proposals attached to an event inquiry with status Sent — genuinely awaiting a client reply. It deliberately counts proposal records, not inquiries whose stage happens to be "Proposal Sent": those two numbers diverge the moment a proposal is accepted but the stage has not been moved, and the card links to a list of real proposals.
The six panels
Inquiry Pipeline
A funnel of how far inquiries get. Each stage counts inquiries that reached that stage or went past it, so the funnel only narrows, and the percentage beside each stage is the share of the previous stage that made it through.
Lost inquiries count only as having entered — CeremonySync stores the furthest stage reached, not the path taken, so there is no honest way to say where a lost inquiry dropped out.
Click any stage to open the pipeline filtered to it.
Upcoming Events
Booked events in the next 60 days, soonest first. This is your near-term workload.
Inquiry Trend
Inquiry volume over time across the selected range. With nothing in range it says so rather than drawing a flat line along zero — a line pinned to the axis looks like a measured result showing no demand.
Inquiry Sources
Where inquiries came from, by the source recorded on each one. Only as good as the source data: inquiries logged manually without a source are grouped as unset.
Inquiries by Event Type
Your mix of event types. Useful for deciding which types deserve a package or a template.
Revenue Overview
Booked amounts over the range. Booked value, not collected cash — for money actually received, use Invoices.
Adding an event from here
New Event opens the same inquiry form used in the Pipeline. A new inquiry starts at the New stage, so it appears on the Pipeline board rather than in the Events list — the Events list only shows Booked and Completed events.
What is not on this dashboard
- No task, invoice or staffing alerts. Overdue tasks live on the event's Tasks tab, invoice status on Invoices, staff confirmations on the event's Staff tab.
- The layout is fixed — panels cannot be reordered, resized or hidden.
- It does not auto-refresh. Reload the page after making changes elsewhere.
Related articles
- Managing the Event Pipeline — the stages the funnel measures
- EventSync Reports and Analytics — the same data with a longer lens
- EventSync Events List: Table View and Bulk Actions — where Booked events go
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