1 · Ledger — tiles first, the classic reading order
HMRDESIGNS OVERVIEW CRM ⌄ RESOURCES ⌄ Jul 16, 2026 MM
HMR Designs · CRM
Overview
This yearLast 90 daysLast 12 monthsAll time
Everyone Mine
Total Projected
▲ 12% vs LY
$10.4M
potential + contracted, from today · weighted by % go · raw $14.2M
Contracted
▲ 9% vs LY
$8.6M
142 confirmed future events · weighted
Potential
▲ 21% vs LY
$1.8M
47 open deals · raw $5.6M × their % go
Completed YTD
▲ 6% vs LY
$12.5M
214 events since Jan 1
New Inquiries
▼ 14% vs LY
18
created in the last 30 days
7
Going stale
open deals, quiet 14+ days
4
Confirmed, incomplete
missing planner, budget or venue
1
Sync exception
failed to reach Direct
Cumulative Sales
completed events, running total vs 2025
4M8M12M16MJANMARMAYJULSEPNOV $12.5M 2026 YTD 2025 · $14.1M
Booked by Event Month
confirmed $, past 6 + next 12 · future is open-fill
1M2M3MJan — $0.9M bookedFeb — $1.1M bookedMar — $1.6M bookedApr — $2.1M bookedMay — $2.6M bookedJun — $3.2M bookedJul — $2.9M bookedAug — $1.8M bookedSep — $2.7M bookedOct — $1.9M bookedNov — $1.5M bookedDec — $2.8M bookedJan — $0.8M bookedFeb — $1.0M bookedMar — $1.4M bookedApr — $1.9M bookedMay — $2.3M bookedJun — $2.6M bookedTODAYJAN '26FEBMARAPRMAYJUN$3.2MJUL$2.9MAUGSEPOCTNOVDEC '26$2.8MJAN '27FEBMARAPRMAYJUN
Pipeline Flow
events entering each stage per month
81624Aug — Inquiries: 14Aug — Qualified: 6Aug — Confirmed: 4Sep — Inquiries: 17Sep — Qualified: 8Sep — Confirmed: 6Oct — Inquiries: 12Oct — Qualified: 7Oct — Confirmed: 5Nov — Inquiries: 10Nov — Qualified: 5Nov — Confirmed: 4Dec — Inquiries: 8Dec — Qualified: 4Dec — Confirmed: 3Jan — Inquiries: 15Jan — Qualified: 7Jan — Confirmed: 4Feb — Inquiries: 19Feb — Qualified: 9Feb — Confirmed: 6Mar — Inquiries: 22Mar — Qualified: 11Mar — Confirmed: 8Apr — Inquiries: 20Apr — Qualified: 10Apr — Confirmed: 7May — Inquiries: 18May — Qualified: 12May — Confirmed: 9Jun — Inquiries: 16Jun — Qualified: 9Jun — Confirmed: 8Jul — Inquiries: 18Jul — Qualified: 8Jul — Confirmed: 5AUGSEPOCTNOVDECJANFEBMARAPRMAYJUNJULINQUIRIESQUALIFIEDCONFIRMED
2 · Operations desk — what needs you leads; numbers support
HMRDESIGNS OVERVIEW CRM ⌄ RESOURCES ⌄ Jul 16, 2026 MM
HMR Designs · CRM
Overview
This yearLast 90 daysLast 12 monthsAll time
Everyone Mine
Needs attention
12 items
Rooftop Product Launch
Meridian Beauty · qualified
no activity 21d
Kessler Anniversary
D. Kessler · inquiry
no activity 19d
Winter Gala Concept
Vantage Fund · inquiry
no activity 17d
Hollis-Grant Wedding
A. Hollis · qualified
no activity 16d
Spring Showcase
Lumen Group · inquiry
no activity 15d
Marina Corporate Retreat
Marina Co. · qualified
no activity 14d
4 confirmed, incomplete 1 sync exception VIEW ALL →
New Inquiries
▼ 14% vs LY
18
created in the last 30 days
Total Projected
▲ 12% vs LY
$10.4M
potential + contracted, from today · weighted by % go · raw $14.2M
Contracted
▲ 9% vs LY
$8.6M
142 confirmed future events · weighted
Potential
▲ 21% vs LY
$1.8M
47 open deals · raw $5.6M × their % go
Completed YTD
▲ 6% vs LY
$12.5M
214 events since Jan 1
Booked by Event Month
confirmed $, past 6 + next 12
1M2M3MJan — $0.9M bookedFeb — $1.1M bookedMar — $1.6M bookedApr — $2.1M bookedMay — $2.6M bookedJun — $3.2M bookedJul — $2.9M bookedAug — $1.8M bookedSep — $2.7M bookedOct — $1.9M bookedNov — $1.5M bookedDec — $2.8M bookedJan — $0.8M bookedFeb — $1.0M bookedMar — $1.4M bookedApr — $1.9M bookedMay — $2.3M bookedJun — $2.6M bookedTODAYJAN '26FEBMARAPRMAYJUN$3.2MJUL$2.9MAUGSEPOCTNOVDEC '26$2.8MJAN '27FEBMARAPRMAYJUN
Cumulative Sales
vs 2025
4M8M12M16MJANMARMAYJULSEPNOV $12.5M 2026 YTD 2025 · $14.1M
Pipeline Flow
per month
81624Aug — Inquiries: 14Aug — Qualified: 6Aug — Confirmed: 4Sep — Inquiries: 17Sep — Qualified: 8Sep — Confirmed: 6Oct — Inquiries: 12Oct — Qualified: 7Oct — Confirmed: 5Nov — Inquiries: 10Nov — Qualified: 5Nov — Confirmed: 4Dec — Inquiries: 8Dec — Qualified: 4Dec — Confirmed: 3Jan — Inquiries: 15Jan — Qualified: 7Jan — Confirmed: 4Feb — Inquiries: 19Feb — Qualified: 9Feb — Confirmed: 6Mar — Inquiries: 22Mar — Qualified: 11Mar — Confirmed: 8Apr — Inquiries: 20Apr — Qualified: 10Apr — Confirmed: 7May — Inquiries: 18May — Qualified: 12May — Confirmed: 9Jun — Inquiries: 16Jun — Qualified: 9Jun — Confirmed: 8Jul — Inquiries: 18Jul — Qualified: 8Jul — Confirmed: 5AUGSEPOCTNOVDECJANFEBMARAPRMAYJUNJULINQUIRIESQUALIFIEDCONFIRMED
3 · The Season — the events-business heartbeat as the hero
HMRDESIGNS OVERVIEW CRM ⌄ RESOURCES ⌄ Jul 16, 2026 MM
HMR Designs · CRM
Overview
This yearLast 90 daysLast 12 monthsAll time
Everyone Mine
Total Projected
$10.4M▲ 12% vs LY
potential + contracted, from today · weighted by % go · raw $14.2M
Contracted
$8.6M▲ 9% vs LY
142 confirmed future events · weighted
Potential
$1.8M▲ 21% vs LY
47 open deals · raw $5.6M × their % go
Completed YTD
$12.5M▲ 6% vs LY
214 events since Jan 1
New Inquiries
18▼ 14% vs LY
created in the last 30 days
The Season — Booked by Event Month
confirmed $ · past six months and the year ahead · open bars are still to come
1M2M3MJan — $0.9M bookedFeb — $1.1M bookedMar — $1.6M bookedApr — $2.1M bookedMay — $2.6M bookedJun — $3.2M bookedJul — $2.9M bookedAug — $1.8M bookedSep — $2.7M bookedOct — $1.9M bookedNov — $1.5M bookedDec — $2.8M bookedJan — $0.8M bookedFeb — $1.0M bookedMar — $1.4M bookedApr — $1.9M bookedMay — $2.3M bookedJun — $2.6M bookedTODAYJAN '26FEBMARAPRMAYJUN$3.2MJUL$2.9MAUGSEPOCTNOVDEC '26$2.8MJAN '27FEBMARAPRMAYJUN
7
Going stale
quiet 14+ days
4
Confirmed, incomplete
missing key fields
1
Sync exception
failed to reach Direct
Cumulative Sales
completed events, running total vs 2025
4M8M12M16MJANMARMAYJULSEPNOV $12.5M 2026 YTD 2025 · $14.1M
Pipeline Flow
events entering each stage per month
81624Aug — Inquiries: 14Aug — Qualified: 6Aug — Confirmed: 4Sep — Inquiries: 17Sep — Qualified: 8Sep — Confirmed: 6Oct — Inquiries: 12Oct — Qualified: 7Oct — Confirmed: 5Nov — Inquiries: 10Nov — Qualified: 5Nov — Confirmed: 4Dec — Inquiries: 8Dec — Qualified: 4Dec — Confirmed: 3Jan — Inquiries: 15Jan — Qualified: 7Jan — Confirmed: 4Feb — Inquiries: 19Feb — Qualified: 9Feb — Confirmed: 6Mar — Inquiries: 22Mar — Qualified: 11Mar — Confirmed: 8Apr — Inquiries: 20Apr — Qualified: 10Apr — Confirmed: 7May — Inquiries: 18May — Qualified: 12May — Confirmed: 9Jun — Inquiries: 16Jun — Qualified: 9Jun — Confirmed: 8Jul — Inquiries: 18Jul — Qualified: 8Jul — Confirmed: 5AUGSEPOCTNOVDECJANFEBMARAPRMAYJUNJULINQUIRIESQUALIFIEDCONFIRMED