Budgets in Event Temple allow businesses to set sales goals.
These budgets can be applied to Events including Revenue Categories.
Budgets are normally set by month and done at the beginning of the year.
How to Set a Budget
How to Set a Budget
Click Settings
Click Organization
Click Budgets
Choose whether you want to set a budget for Catering (Meetings/Events) or Groups
Choose the year
Update your monthly budget
Click Save Budget
How to report on Budgets
How to report on Budgets
Budgets are used for reporting purposes inside of Event Temple to see how you are tracking according to your goals. Most typically, Budgets are used in our Catering or Group Pace Report.
To produce Pace reports:
Click on Reports
Choose the report you need
Catering Pace
Group Pace
Change filters if needed
Click the "Export as" drop-down
Select the format to view the Report
The report will compare actual sales activity to the budgeted activity as well as the previous year's performance
Important Considerations about Budgets
Important Considerations about Budgets
Currently, budgets can only be set for the Calendar year.
Each Revenue Category will appear in the Catering Pace Report separately.