When you create a budget, you arrive on a dashboard made of the followings items:
The "Dashboard" tab
- "Budget currency": choose the currency for your event budget.
- "Estimated number of attendees": by default Eventdrive use the number of attendees in your attendees list. You can modify this estimate based on the actual or estimated number of expected attendees.
- "Validation status": check your budget validation status.
- "Forecast estimate": evolution of the expected total cost.
- "Forecast per attendee": evolution of the average expected cost per attendee.
- "Forecast actual": evolution of the actual total cost.
- Actual per attendee": evolution of the average actual cost per attendee.
- A chart at the center left of the tab shows the repartition of the total cost per cost category.
- A chart at the center right of the tab shows the gaps between forecast and actual costs per category.
- A board at the bottom left shows these cost gaps by category as well.
- A board at the bottom left shows these cost gaps by supplier.
The "Cost" tab
- "Expenditures table": all the expenditures of your event.
If you don't know how to add expenditure lines, please read our article How to enter an expenditure line in my budget ?
- "Suppliers documents": list of documents related to your suppliers.
The "Revenue" tab
- "Revenue table": all the revenues of your event.
If you don't know how to add revenue lines, please read our article How to enter my revenue lines in my budget?
The "Validation timeline" tab
- "Forecast estimate": evolution of the expected total cost.
- "Forecast per attendee": evolution of the average expected cost per attendee.
- "Forecast actual": evolution of the actual total cost.
- Actual per attendee": evolution of the average actual cost per attendee.
- "Recipients": list of the people in charge of the budget validation.
- "Email language": choose the language by default that will be used in these emails.
Other settings (at the top right)
- "Settings": modify the settings related to all events of your organization (Categories, Status, Suppliers, Validators, Cost centers).
- "Save as a new template": save the current budget as a template for the next events.
- "Export": export the budget in an Excel file.