Analytics & Workflows

Analytics & Reporting

Project Dashboard

Overview across all events:

Multi-Event Reports

Compare performance:

• Event-by-event breakdown
• Ticket type analysis
• Time period comparisons
• Revenue forecasting

Export Options

• Combined CSV of all events
• Financial statements
• Attendance summaries
• Custom date ranges

Project Workflows

Seasonal Events

For recurring annual events:

1. Create project for the event series
2. Add each year as separate event
3. Team carries over
4. Refine based on previous year's data

Example: "Jazz Festival" project with "2023", "2024", "2025" events

Multi-Venue Organizations

Managing multiple locations:

Option A: Separate Projects

Account
  ├── Downtown Venue
  ├── Eastside Venue
  └── Outdoor Amphitheater

Option B: Single Project

Multi-Venue Entertainment
  ├── Events at Downtown
  ├── Events at Eastside
  └── Events at Amphitheater

Agency Model

Event planning businesses:

Your Agency
  ├── Client A
  │   └── Client Events
  ├── Client B
  │   └── Client Events
  └── Internal Events

Benefits:

• Separate financials per client
• Client-specific branding
• Isolated team access
• Clear reporting

Collaboration Features

Event Templates

Create reusable event templates:

• Save event structure
• Include ticket types
• Preset descriptions
• Default images

Use for:

• Recurring events
• Similar event types
• Quick event creation

Shared Resources

Share across project:

• Email templates
• Staff assignments
• Venue details
• Marketing materials

Communication

Team coordination:

• Internal notes on events
• Task assignments
• Activity logs
• Change notifications

Related: Projects & Organizations Overview • Event Management