A
Alex MorganOwner
Catering

Events, without the chaos.

Manage catering leads, menus, clients, payments and events from first inquiry to final follow-up.

Pipeline Value$38,740+$6,820 since last month
Upcoming Events83 in the next 7 days
Lead Conversion61%+7% vs. last period
Deposits Due$4,2504 invoices need attention

Lead Pipeline

Every opportunity from inquiry to confirmed event.

New Leads3
Proposal Sent2
Deposit Due2
Confirmed5

Next Events

Your catering calendar at a glance.

COSMIC sees an opportunity.

Corporate lunch leads are converting 18% higher than social events this quarter. Consider a dedicated corporate package.

Revenue by Event Type

Booked catering revenue this quarter.

$54.8kBooked
Corporate42%
Weddings26%
Social21%
Other11%

Needs Attention

Keep events moving forward.

Pipeline

Leads & Events

Track inquiries, proposals, deposits and confirmed catering events.

Event / ClientDateGuestsValueStageOwner
HT
Harbor Tech LunchSamantha Reed · Corporate
Oct 8, 202645$2,850NewAlex
EF
Fields WeddingEmily Fields · Wedding
Nov 14, 2026110$8,900NewAlex
SP
Sunrise PediatricsJennifer Cole · Corporate
Oct 2, 202660$4,320ProposalJamie
DR
Reynolds AnniversaryDavid Reynolds · Social
Oct 18, 202655$3,960ProposalAlex
SC
St. Lucie ChamberMonica Wells · Corporate
Sep 19, 202685$6,240Deposit DueJamie
CM
Morgan RehearsalClaire Morgan · Wedding
Oct 10, 202670$5,180Deposit DueAlex
AM
Atlas MarineTerry Logan · Corporate
Sep 12, 2026120$7,450ConfirmedJamie
MD
Diaz BirthdayMaria Diaz · Social
Sep 13, 202640$2,280ConfirmedAlex
No matching leadsTry another search or pipeline stage.
Schedule

Catering Calendar

See confirmed events, tentative holds and deadlines in one place.

September 2026
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CRM

Catering Clients

Keep contacts, event history, preferences and lifetime value together.

126 catering clients
AM
Atlas MarineTerry Logan · Operations
Corporate
Lifetime Value$24,880Events7Next EventSep 12

Prefers individually boxed lunches and 11:30 AM delivery.

SC
St. Lucie ChamberMonica Wells · Events
Corporate
Lifetime Value$19,240Events5Next EventSep 19

Needs vegetarian options labeled clearly on buffet cards.

SP
Sunrise PediatricsJennifer Cole · Practice Manager
Corporate
Lifetime Value$11,680Events4Next EventOct 2

Usually orders for 50–70 people. No tree nuts.

MD
Maria DiazPrivate Client
Lifetime Value$4,920Events2Next EventSep 13

Loves the taco bar and churro platter. Pickup preferred.

No matching clientsTry a different name, company or email.
Menu

Catering Menu

Build packages and items with pricing, yields, food costs and minimums.

Active Items26Across 6 categories
Avg. Food Cost28.4%Target is 30% or less
Top SellerTaco BarBooked 18 times this quarter
PDF Views1,284+22% this month
ItemCategoryPriceMinimumFood CostMarginActive
Orbit Taco BarChoice of 2 proteins, tortillas, toppings & sides
Packages$24 / person20 guests27%73%
Coastal Lunch BoxSandwich, side, cookie & beverage
Packages$19 / person10 guests25%75%
Herb Roasted ChickenPan serves approximately 12 guests
Entrées$96 / pan1 pan29%71%
Garlic Mashed PotatoesHalf pan · serves approximately 10
Sides$42 / pan1 pan32%68%
Mini Churro Platter30 pieces · cinnamon sugar + dipping sauce
Desserts$38 / tray1 tray21%79%
No matching catering itemsTry another search or category.
Organization

Catering Categories

Control how items are grouped and displayed on your catering menu.

Packages6 items · Display order 1
Entrées8 items · Display order 2
Sides5 items · Display order 3
Desserts4 items · Display order 4
Beverages3 items · Display order 5
Add-Ons4 items · Display order 6
PDF Menu

Beautiful, always-current catering menus.

Generate a branded PDF directly from the same catering items you manage in COSMIC.

THE ORBIT BISTROCATERING
GOOD FOOD. ZERO EVENT CHAOS.

Catering made easy.

Freshly prepared packages for office lunches, celebrations and everything in between.

POPULAR PACKAGES

Orbit Taco BarTwo proteins, tortillas, toppings, rice & beans.
$24 / person
Coastal Lunch BoxSandwich, side, cookie and beverage.
$19 / person

ENTRÉES & SIDES

Herb Roasted ChickenPan serves approximately 12 guests.
$96 / pan
Garlic Mashed PotatoesHalf pan serves approximately 10.
$42 / pan
Performance

Catering Analytics

Understand revenue, conversion, lead sources and event profitability.

Catering Revenue$54,820+18.2% this quarter
Booked Events31+6 vs. last quarter
Avg. Event Value$1,768Corporate avg. $2,940
Conversion Rate61%Inquiry → confirmed

Catering Revenue

Booked revenue over the last 6 months.

Mar – Aug 2026
Mar$6.8k
Apr$8.3k
May$7.6k
Jun$10.2k
Jul$11.4k
Aug$10.5k

Lead Sources

Where catering inquiries begin.

82Leads
Website48%
Google24%
Referral18%
Other10%

Lead Funnel

Conversion through each sales stage.

Inquiries82
Qualified64
Proposal Sent52
Confirmed40

Profitability

Highest-margin catering offerings.

Mini Churro Platter21% food cost79%
Coastal Lunch Box25% food cost75%
Orbit Taco Bar27% food cost73%
Herb Roasted Chicken29% food cost71%
Configuration

Catering Settings

Set inquiry rules, deposits, fees, notifications and client-facing defaults.

Inquiry & Lead Settings

Control how new catering inquiries enter COSMIC.

Website catering inquiry formAccept catering leads directly from your website.
Auto-responseSend an immediate confirmation after an inquiry.

Deposits & Payments

Set default payment rules for catering events.

Automatic deposit remindersRemind clients when a deposit is approaching or overdue.

Event Policies

Default terms added to proposals and contracts.

COSMIC DemoDemo interaction.