Advanced Reporting & Budget Management Feature
Event organizers always want easier ways to handle money. Utilizing the "Finances" tab via your BirdEase Event Manager Navigation provides a clear view of your event's income and expenses, making budget management simple.
This tool offers more than basic tracking. You get a detailed look at where your money comes from and where it goes. From ticket sales and sponsorships to donations and auction earnings, each income source has its own category. You can also add expenses manually and link them to specific parts of your event, giving you a complete financial overview.
Master Your Event Budget Using the "Finances" Tab
The Finances tab is your go-to place for managing your event’s budget. It brings more transparency and control to your finances.
Understand Your Overall Financial Status
Get a quick snapshot of your event's financial situation at the top. This helps you understand your overall health instantly.
• Total Revenue Overview: All your income sources are combined in one view, showing your total incoming funds.
• Total Expenses Breakdown: Your costs are tracked and categorized, so you know where your money is going.
• Net Funds Raised: The system calculates your profit, showing the final amount after all expenses.
Detailed Revenue Stream Analysis
Explore the different ways your event earns money.
• Revenue by Registration Items: See income from tickets, foursomes, and other sign-ups, breaking down your sales.
• Sponsorship Revenue: Track income from various sponsorship packages.
• Donations and Auction Funds: Review funds from donations and auction sales.
• Adding Other Revenue: If you have income from unique sources, you can add it manually to ensure all earnings are counted.
Detailed Expense Management
Easily track and manage your event costs. The new system simplifies expense recording.
• Manual Expense Entry: Need to add an expense not listed? Click "Add Item" to log custom costs.
• Cost of Goods Sold: Record direct costs for items sold. For example, if a foursome costs you $200 but sells for $700, input the $200.
• Linking Expenses to Sponsorships: Track costs related to sponsorship benefits to see the actual cost of fulfilling sponsor agreements.
Customizing Revenue and Expense Details
Adjust your financial data for better analysis. Link specific costs to the corresponding income.
• Editing Registration Items: Add direct costs to items like foursomes by editing and entering costs under advanced options.
• Updating Sponsorship Packages: Include expenses linked to sponsorships and update packages accordingly.
• Changes Reflected in Finances Tab: These updates automatically appear, keeping your financial overview current.
Generating and Downloading Detailed Finance Reports
Create and download comprehensive financial reports for your event.
• Report Breakdown: Reports include details of each item, whether income or expense, categorized by type, such as registration, sponsorship, or donation.
• Financial Data Categories: Entries are classified to help organize your finances.
• Data Accuracy: Ensure all inputs are correct, as the system relies on your entered data.
Dedicated Attendee Tabs
Easily view different attendee groups. The platform segments them for quick access.
• Golfer Data: Access details and assignments for golfers.
• Other Attendee Types: Track dinner guests, sponsors, and all participant categories.
• Multisport Event Segmentation: Have separate tabs for different activities like golf, tennis, or running.
Comprehensive Attendee Information
Store detailed info for each attendee to manage guest needs effectively.
• Contact and Course Details: View names, contact info, and assigned courses.
• Custom Questions: Record responses to health, food preferences, shirt sizes, and other questions.
Attendee Data Export
Easily download attendee information for use in planning and follow-up.
• Excel Downloads: Export reports in Excel format for easy sharing and analysis.
• Usage of Data: Utilize this information for event planning, follow-up, and engagement.
Best Practices for Reliable Financial Data
Maintain trustworthy records with these tips:
• Double-Check Costs: Carefully verify all expense entries.
• Keep Data Up-to-Date: Record costs and revenues promptly.
• Use "Add Item" Frequently: Manual entries help track every cost and income source.
Integrate Financial and Attendee Data
Combine financial info with attendee details to get a complete event picture.
• Analyze Cost per Attendee: See how costs relate to different guest groups.
• Calculate Sponsorship ROI: Assess the value of sponsorships based on attendee engagement.
The Finances tab and attendee reporting are powerful tools. They offer clear insights into your event's finances. You get detailed revenue tracking and expense management. Plus, you have better ways to view your attendees.
See how these features can improve your next event. If you have questions, feel free to contact the BirdEase support team at help@birdeasepro.com or call 866-468-0771.