Executive Dashboard
🔔
→ Full Financials

Calendar

Events, consulting calls, follow-ups & deadlines
Event Pending Lead Consulting Call Plan Buyer Call Unavailable · Click any day to block / unblock

Tasks

Sub-tasks
Cost Estimates
Notes
Activity

Events

Pub rental bookings — click any event to open its full record
All Events
EventClientDatePackageTotalStatusContractDepositFinal Pmt

Services

Consulting calls, build plans, custom builds, and licensing
Personalized 1-on-1 guidance for planning, building, and launching a mobile pub
All Consulting Clients
Click any row to view full call history, notes, and next steps
ClientLocationPackageCallsAmountCall DateStatus
Proven real-world plans based on The Irish Drifter — not hypothetical drawings
All Build Plan Buyers
Click any row to view order details, call history, notes, and lifecycle
ClientLocationPlanPurchase DateCallsAmountStatus
We occasionally take on full unit builds — designed & built the same way we built The Irish Drifter
Active Client Builds
0
Selective — not always open
Completed Builds
1
The Irish Drifter
Pipeline Inquiries
1
Derek S. — early stage
Build Projects
✅ The Irish Drifter is your proof of concept. Every custom client conversation starts here.
🍺 The Irish Drifter (Park & Pour Unit #1)
Built by Dan in Powell, OH — the build that started it all
Complete
Completed: 2025 Built by: Dan Powell, OH
Trailer sourcing & purchase
Frame & bar construction
2-tap draft system install
Electrical & climate control
TV, sound system & décor
Branding & finishing
Active Client Inquiries
DS
Derek Simmons
Interested in full custom build · Early stage conversation
$14,000+
Mar 5
Custom Build Approach
Every custom unit is a unique project. We're selective about the builds we take on — this isn't an off-the-shelf product. If a client has a vision and wants to explore what a fully built unit might look like, the first step is always a conversation.
What sets our builds apart
🔨 Fully HandcraftedBuilt by hand, by Dan
🎨 Your Vision, Your DesignTheme, layout, size & finish
📞 Starts with a conversationNo guesswork on pricing
Rough Pricing Framework
Base trailer~$4,000
Bar frame & woodwork~$2,500
Draft system (2 taps)~$1,200
Electrical & climate~$800
Finishing & branding~$600
Dan's labor~$3,500+
Est. Client Total~$16,000–$20,000
💡 Always start with a consulting call before quoting. Scope and complexity vary significantly by concept.
Helping others replicate the Park & Pour model in new markets
Active Licensees
0
Program in development
Pipeline Leads
0
Projected Value
TBD
Program Development To-Dos
🚧 Still being defined. Use this space to build out the model before launching.
Define licensing fee structure
No deadlineDan & Katie
Draft licensing agreement template
No deadline
Determine territory / exclusivity rules
No deadline
Build operations manual for licensees
No deadline
Licensing Model Options
Common approaches for mobile bar licensing — use as a starting point:
Flat License Fee$5k–$15k upfront
Annual Renewal Fee$1k–$3k/yr
Revenue Share5–10% of gross
Training Package Add-on$500–$2k
💡 Build plan buyers are your best licensing pipeline. They already bought into the concept — they're the most likely to want to license the full business model.

Overview
Order & Calls
Call Notes

Overview
Order Summary
Project Timeline

Client Communication Flows

Optimized email sequences by product — follow the funnel to close every sale

Leads & CRM

One pipeline — all lead types, filtered views per sales path
All Leads — Master List
Name Type Stage Details Value Source Inquiry Date Next Follow Up Event Date Score Edit

Customers

All clients across rentals, consulting, builds & licensing
Customer Directory
NameEmailPhoneProductsLifetime ValueNext / Last Date

Outreach

All nudges, follow-ups, and re-engagement opportunities in one place

Financials

Revenue, pipeline, and P&L — all streams in one view
Booking Pace
90-Day Revenue Outlook
Monthly Revenue — Two Views
By Event Date
Revenue bucketed by when the event happens
Collected
To Be Collected
Projected
By Cash Received / Due
Actual payment dates, or calculated due dates for unpaid amounts
Received
Expected (due date)
Projected (no contract)
Revenue by Stream — YTD
Open Invoices
ClientAmountDueStatus
Expenses — YTD → All Transactions
No expenses logged yet
Accounting Detail

Inventory

Equipment, consumables, and supplies
🍺 Tap & Bar
🪣
Keg Taps (Sankey D)
Check before each event
4
Good
💨
CO2 Tanks (5 lb)
⚠️ Low — reorder soon
1
Low Stock
🍺
Pint Glasses (16oz)
Branded Park & Pour
48
Good
🚿
Beer Lines (3/16" vinyl)
20ft spools
3
Watch
🧊
Ice Chest / Cooler
48qt Yeti
2
Good
🚛 Trailer & Equipment
🚚
Trailer (16ft Deck)
Main pub unit — registered OH
1
Ready
🔌
Generator (3500w)
Service annually — check oil before events
1
Ready
💡
String Lights (50ft)
Cafe bulb / warm white
4
Good
🔒
Hitch Lock + Safety Chains
1
Good
🔴 Action needed: CO2 Tanks critically low (1 remaining). Reorder before next event.

Vendors & Suppliers

Beer distributors, equipment, and services
VendorCategoryContactPhoneLast OrderNotes
Great Lakes DistributingBeerTom H.(614) 555-0100Mar 5Primary keg supplier
Columbus Gas SupplyCO2Jane R.(614) 555-0222Feb 20⚠️ Reorder needed now
Ohio Trailer WorksEquipmentMike S.(614) 555-0333Jan 10Trailer maintenance & repair
Party World ColumbusSupplies(614) 555-0444Feb 28Cups, napkins, decorations
Acme Insurance (OH)InsuranceLisa C.(800) 555-0555Jan 1Liability policy · renews Jan 2027

Mileage Tracker

Log event drives and supply runs — generates a year-end report for taxes
Total Miles (2026)
0
All trips logged
IRS Deduction (2026)
$0
@ $0.67/mile
Event Trips
0
Supply Runs
0
Trip Log
DateTypeDescriptionFromToMilesDeduction
No trips logged yet — hit "+ Log Trip" to get started
By Month
Log trips to see monthly breakdown
IRS Mileage Rate 2026
$0.67 per mile
Standard business mileage rate. Keep all trip records for tax documentation.

Availability

Each weekend shows Fri · Sat · Sun slots — green is open, colored means booked
Quick Date Check
Open Booked Tentative Unavailable Past

Transactions

Expense log — the source of truth for all business spending
Date Category Description / Vendor Tax Ded. Amount

Tax Center

Sales tax tracking and year-end deduction summary
Ohio Sales Tax — Monthly Log
Collected on final payment (event rentals only). Remitted monthly to Ohio Dept. of Taxation.
Year-End Deduction Summary
Estimated deductible amounts based on logged data. Review with your accountant before filing.
Sales Tax by Event —
EventClientCountyTax RateInvoice TotalTax CollectedStatus

Neighborhood Heat Map

Event density across Columbus and surrounding suburbs

Settings

Business info, team, and preferences
Business Info
Team
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