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Excel 101: Build An Event Budget & Profit Tracker in Excel

Name: Excel 101: Build An Event Budget & Profit Tracker in Excel
Rating: 4.2 (36 reviews)

*Template Included* Budget for and track your actual event profitability - become an event planning expert

Created byChris Benjamin, MBA & CFO

Last updated 10/2022

English

What you'll learn

Learn From A Top Rated Instructor Who Has Been Teaching On Udemy Since 2013 and Taught Over 100,000 Students!
Basic Microsoft Excel Skills
Plan Revenues
Categorize Expenses
Comparison Of Results to Budget
Profitability By Event
Graph and Chart Creation
Decision Making
Event Planning
And Much More!

Course content

5 sections • 22 lectures • 2h 30m total length

Course Introduction4:18
Build an event budget and profit tracker in Excel by outlining revenue and expense categories, setting a budget, recording actuals, and using charts to compare results for future events.
Instructor Introduction1:38
Leverage excel to build an event budget and profit tracker, guided by an experienced part-time CFO with 20 years in accounting and finance, focusing on budgeting and forecasts for startups.
Udemy Course Review System2:09
Explain how the Udemy course review system works, when to rate a course, and how feedback helps the instructor improve content and future courses.
Excel Basics11:30
Master Excel basics for building an event budget and profit tracker by learning cells, workbooks, formatting, borders, alignment, and efficient data-entry tools.
Excel Basics - Formatting, Reports and Charts18:17
Explore practical Excel basics for formatting, totals, and charts, with quick tips on shortcuts, borders, currency formatting, and efficient formula copying to build clean reports and visuals.

Sheets Setup and Revenue Tab Beginnings7:42
Set up a four-sheet Excel workbook for event revenue, costs, profit and loss, and graphs. Name headers like event revenue and projected versus actual revenue, and save often.
Headers and Freeze Panes8:24
Learn to structure an event budget in Excel by creating revenue categories, projecting quantities and revenues, and using wrap text and freeze panes to keep headers visible.
Categories7:11
Develop a structured event budget in Excel by creating revenue categories and subcategories, detailing ticket levels, vendor booths, sponsorships, programs, advertising, and product sales.
Formatting Revenue4:55
Format revenue sections in Excel by applying color codes, bold headers, and borders to create clear visual separation; use the format painter to copy styles and set up subtotals.
Forecast Revenue Beginnings7:44
Build an event budget in Excel from projected revenue, with dummy data for kiosks and vendor spaces, set pricing, apply revenue formulas, format the sheet, and prepare for actuals comparison.
Forecast Revenue Finalization6:46
Learn to build an event budget and profit tracker in Excel by modeling revenue from sponsors, program ads, and ticket sales with formulas for subtotals and totals.
Forecast Final Formulas6:48
Learn to build a forecast in Excel by using sum and subtotal formulas for revenue and actuals, manage copying formulas, and avoid double counting with proper references.

Expenses Creation and Cleanup5:56
Create the expense side in Excel by duplicating the revenue tab’s format, using bulk categories like location rental and flights, and separating projected expenses from actual expenses.
Expense Formulas4:15
Expand expense categories with subcategories, copy and adjust formulas, fix circular references, and perform quick sanity checks using F2, concluding with calculated projected and actual expenses.
Expense Categories7:40
Build an event budget and profit tracker in Excel by organizing expense categories such as location rental, staff, marketing, and audio visual, with a buffer for unforeseen costs.
Expense Projected Amounts7:21
Learn to project event expenses in Excel, detailing categories from location rental to catering, and compare projected costs with revenues to forecast profits.

Profit and Loss and Graph Data Start6:50
Create a profit and loss in Excel for an event, showing total revenues, total expenses, and profit, then categorize revenues (vendor, sponsorship, program advertising, sales, other) and graph them.
Profit and Loss Revenue Graphs9:21
Learn to build an event budget in Excel with revenue and expense graphs, including bar and pie charts, and compare projected vs actual revenues and expenses.
Profit and Loss Expense Graphs4:24
Create expense graphs in Excel with vertical bar charts to compare projected and actual revenues and expenses. Explore chart options and data selection to forecast profits and evaluate event budget.

Course Conclusion2:53
Master an actionable event budget and profit tracker in Excel, plan ahead to hit revenue targets, manage break-even considerations, and tailor the download-ready spreadsheet to your event.
2023 Entrepreneur Trends To Watch13:59
Explore 2023 entrepreneurship trends, from accelerated digital transformation with AI, VR/AR, and IoT to immersive customer experiences, inflation, supply chain security, and globalization shaping remote work.
Recommended Next Steps0:16

Requirements

Microsoft Excel or Google Sheets
General knowledge of an event revenue and expense sources
Commitment to learning

Description

Are You An Event Planner Who Needs More Tools To Run Your Event Planning Like An Efficient Company?

Do You Want A Tool To Hone In On Your Sales and Profits Exactly For Each Event?

Do You Want To Know How To Properly Budget and Forecast For An Upcoming Event?

Do You Want To Impress Your Clients With Professional Reports?

If You Answered "Yes" To Any Of The Above, Look No Further. This Is The Course For You!

*** Updated with new content! ***

Enroll today and join the 100,000+ successful students I have taught as a Top Rated Udemy instructor!

Three reasons to TAKE THIS COURSE right now:

You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads
You can ask me questions and see me respond to every single one of them thoroughly!
You will are being taught by a professional with a proven track record of success!
Bonus reason: Udemy has a 30 day 100% money back guarantee if for some reason you don't enjoy the course!

Recent Review:

Patrick N. says "Great course to help anyone in the event planning industry. I've planned events for years but always just kind of winged it, if we made money great. Now I see you can actually run it like a business and track your incoming and outgoing money. Far more professional, and will only help me plan nothing but successful events going forward!"

Why You Should Take This Course With Me:

Planning an event is a very large task, and often the financial side is ignored or not clearly understood. To make a financial success of your events going forward, spend time up front creating a budget where you estimate your revenues and expenses by category. Further, using your actual results post-event, you can see how good of a job you did planning, where you made money, saved money, or overspent. At the end, you'll have a bottom line profit amount, attractive graphs and charts, and knowledge to apply to your next event.

As well, the template we build in the course is available for download at the end of the course!

What We Learn In The Course:

Learn the basics of Microsoft Excel - no experience required to take the course
Create a budgeting, revenue and expense tracking template in Excel
Establish a break even revenue amount for your event
Categorize revenues and expenses
Create simple and useful charts and graphs to summarize results
And more! By the end of the course you'll be an event budgeting and profit tracking expert!

At any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions.

***CLICK "BUY NOW" AND LEARN HOW TO BUILD AN EVENT BUDGET AND SALES TRACKER IN EXCEL! ***

About The Instructor

Chris Benjamin, MBA & CFO is a seasoned professional with over 25 years experience in accounting, finance, financial reporting, small business and accounts receivable. Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies. I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.

Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA

Who this course is for:

Event planners
Anyone wanting to organize their event better
Anyone who wants to understand exactly how much they made on an event
Anyone who wants to pre plan for their event financially

Excel 101: Build An Event Budget & Profit Tracker in Excel

What you'll learn

Explore related topics

Course content

Introduction5 lectures • 38min

Revenues7 lectures • 50min

Expenses4 lectures • 25min

Profit and Loss3 lectures • 21min

Course Conclusion3 lectures • 17min

Requirements

Description

Who this course is for: