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What can be modified on Prism documents?
What can be modified on Prism documents?

Org-wide settings your CSM can modify for your account

Ellie Martin avatar
Written by Ellie Martin
Updated over a week ago

Here is a quick list of all the items that can be hidden or shown on Prism documents. Note that these settings affect all documents in the account, so they must be requested by an admin and can only be switched on/off by a Client Success Manager at Prism.

  • Format:

    • Venue and Stage name in the header

    • Location/Address for venue in the header

  • Numbers:

    • Net Profit (Promoter) in the Event Summary (where applicable)

    • On VS Deals, display Profit/Loss line item

    • Bonus percentage with corresponding result in Event Summary section (where applicable) e.g. 80% of Net Revenue --- $25,600.00

  • Sections:

    • Variable Expenses section if there are no line items

    • Remove Split Point Summary and Promoter Profit section headers above Fixed Expenses section

    • Ticket scaling on simple offer and settlement (can also be turned on/off for advance document)

    • Remove Holds section

    • Move Event Summary and Event Details below Expenses section

    • Show Event Details on simple documents

  • Label:

    • "Headliner Offer" or "Support Offer" can be hidden on the top section header, and the word "Deal" can be shown instead

If you would like any of these settings updated, please reach out to your Client Success Manager or contact clientsuccess@prism.fm

For more information on calculations and figures, visit this Glossary.


If you have any questions, contact support@prism.fm!

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