Finance
One financial overview for all your events.
Revenue, gross profit, and margin in one place. Filter by period, event type, and account manager, and compare with last year.
Now in private beta. Personal onboarding included.
From scattered numbers to one clear story
See what your events bring in, where deals stall, and build the overview you want to see every morning.
01 · Financial overview
Revenue, gross profit, and margin in one view
The key numbers sit up top, with trend and a comparison to last year. Break them down by event type and account manager, right down to the event.
- Key numbers with trend and year-over-year comparison
- Breakdown by event type and account manager
- Revenue and profit per guest, independent of group size
02 · Conversion and pipeline
See where deals stall
The conversion funnel shows how many inquiries turn into a proposal, and how many of those you confirm. So you know where your pipeline leaks, not just at the end.
- Inquiry, proposal, confirmed, and completed in one funnel
- Conversion per step, not just the end result
- Pipeline with optional, confirmed, and completed
03 · Your own dashboard
Build the overview you want to see every morning
Compose your start screen from widgets: revenue, outstanding, pipeline, and your top account managers. Set it to this week or this year.
- Add and rearrange widgets, in small, medium, or large
- Revenue, outstanding, pipeline, and top lists
- This week or this year, in one click
6
key numbers on your financial overview
0×
updating numbers in a spreadsheet
20+
widgets for your own dashboard
YoY
every period compared with last year
Everything in your finance toolkit
Key numbers
Revenue, gross profit, and gross margin with trend, all up top.
Margin per event
Cost against revenue per line, with the margin in green, amber, or red.
Compare
Every period against last year or the previous period, set side by side automatically.
Per guest
Revenue and profit per guest, so you compare sizes fairly.
Occupancy
An indication of how full your weeks are, at a glance.
Export
Every view as CSV, or keep it as a saved view.
Run your events on numbers, not on gut feel.
Now in private beta. Book a demo, personal onboarding included.