Upcoming events
7
next 30 days
Open leads
23
across all stages
Proposals awaiting client
5
sent, unaccepted
Outstanding balance
$48,250
across 9 invoices
Next actions
Human-approved queue · nothing is sent automatically
- CM2h overdue
Send first response — Sofia Reyes — Quinceañera, Oct 3
- CMToday · 4:00 PM
Confirm tour time — Kelsey & Jordan Nguyen — Nov 8
- CMTomorrow
Follow up on proposal — Maria & Devon Torres — Wedding, Sep 14
- CMAug 30
Schedule final walkthrough — Torres Wedding — Sep 14
Event readiness
T-minus board · contract, deposit, final count, BEO
Torres Wedding
T-38Sep 14, 2026
- Contract
- Deposit
- Final count
- BEO
Shah Reception
T-15Aug 22, 2026
- Contract
- Deposit
- Final count
- BEO
Reyes Quinceañera
T-57Oct 3, 2026
- Contract
- Deposit
- Final count
- BEO
Chamber Holiday Party
T-127Dec 12, 2026
- Contract
- Deposit
- Final count
- BEO
Money at risk
Overdue and near-due installments
Reyes Quinceañera
50% installment · $3,200
8d overdueOverdueNguyen Wedding
Deposit · $2,500
3d overdueOverdueTorres Wedding
Second installment · $5,400
T-12 daysDue soonChamber Holiday Party
Deposit · $1,800
T-21 daysUpcoming
Holds expiring
3 soon- expires in 2d
Alicia & Ben Fischer
Nov 21, 2026
- expires in 3d
Ortega 40th Birthday
Sep 27, 2026
- expires in 5d
Manatee Nonprofit Gala
Feb 6, 2027