Weekly bookings, takings, and enquiry numbers in plain words
A venue or cafe owner usually knows how busy last Saturday was, and not much more. We set up a weekly report that pulls takings from Square, enquiries and bookings from HubSpot, and costs from Xero, then writes them up in plain words. You see what came in, which enquiries became bookings, and what's coming up in the next month. What to change, whether it's pricing, rosters, or the menu, stays with you.
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Reports a small venue or caterer can stop building
Weekly takings
Sales by day and by category from Square, compared with the last few weeks in plain words.
Enquiries to bookings
How many enquiries came in, how many got a quote, and how many booked, from HubSpot or your enquiry sheet.
The month ahead
Upcoming events and catering orders with guest numbers, deposits paid, and anything still missing.
Catering order trends
Which platters and items sell most, and which days are busiest, from your order sheet.
What owners don’t have time to check
Hospitality owners work long days, and the numbers get checked last, if at all. Square shows takings. HubSpot or a spreadsheet holds enquiries. Xero has the costs. The events calendar is on the wall. Pulling it together to see whether enquiries are turning into bookings, or which catering items earn their place, takes an evening nobody has.
How the report gets made
A report that writes itself (the industry calls it automated reporting) pulls your numbers from where they already live and drafts the words around them. For a venue or caterer, we read takings from Square, enquiries and bookings from HubSpot or your enquiry sheet, and costs from Xero. Each Monday, an AI helper writes a short summary on top. It covers what came in, how many enquiries became bookings, and what the next month looks like.
What faster quotes do to the numbers
We work with The Orchard Barn, an eight-person wedding venue in the Barossa. An AI helper drafts each quote and reply from the enquiry form, and quotes now go out within a day instead of up to 3 days. The events manager still calls every couple before they book. A weekly report is how a venue like this sees whether faster quotes lead to more bookings, because it puts enquiries, quotes, and bookings side by side.
What it can’t explain
The report counts what’s recorded. A booking taken over a glass of wine at a wedding and never entered won’t show. It also can’t explain a quiet month on its own. Weather, school holidays, and a new venue nearby all matter, and only you know which one it was.
If you check the numbers last, get your AI Starter Plan and tell it which ones you’d like to see.
Related
Read about our Reports that write themselves service, and how we help small teams in hospitality and events.
Small teams we work with
How a four-person fashion boutique replaced its Sunday stocktake with a report from Square
How a community food relief charity cut its quarterly grant report from a week to about a day
How a four-person social media agency cut 18 monthly client reports from two days to half a day
Common questions
Can it tell me why bookings dropped?
Where does it get the numbers?
How does it arrive?
What does it cost?
What won't it do?
See your venue's week on one page
Tell us which numbers you check and where they live. Get your AI Starter Plan and you'll see how to have them written up.
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