Event Planner Business Spreadsheet, Excel and Google Sheets, Wedding Planner Client Tracker, Vendor Bookings, Run of Show, Invoice

Event Planner Business Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. Run your wedding and event planning business from one file: inquiries, bookings priced from your packages, payment schedules, client budgets, vendors, the event-day timeline, tasks and profit per event. Perfect for wedding planners and coordinators.

🎥 WATCH THE FULL WALKTHROUGH VIDEO before you buy, every tab explained: https://youtu.be/tBEO8tIoED0

✨ NOW INCLUDES 4 FILES: Excel + Google Sheets, each in a SAMPLE version (filled with example data so you can see how it works) and a BLANK version (ready for your own numbers).

★ WHAT'S INCLUDED ★
• 15 tabs with a clickable Start Here page
• Dashboard: 16 KPI tiles (money in, net profit, contracts booked, average contract, earned per hour, client balances, open invoices, upcoming events, inquiries, close rate, follow-ups due, events vs goal, vendor balances due, tasks overdue, tasks done and vendors), a month by month table, your next events, client payments due, tasks due in the next 2 weeks, vendor balances coming due and 5 charts
• Inquiries (300 rows): event type, date, guests, budget, lead source, package interest, stage, follow-up and consult dates, quote and lost reason, with a date check that tells you if you're already booked that day, plus a pipeline, lead source close rates, why leads are lost and a chart
• Events (150 rows): pick the package and up to 2 add-ons and the contract total fills in, with what's paid, the balance, what's due by today from your payment plan, past due, the next payment date and amount, vendors booked, your costs, profit, margin, earned per hour, days to go and tasks done
• Packages & Pricing: up to 12 packages (base price, guests included, price per extra guest, hours) and 15 add-ons (flat, per guest or per hour), with booked count, contracts, actual earned per hour, a price check and a Quick Quote with the retainer, 2nd and final payment dates
• Client Budgets (500 rows): each client's budget by category vs what's booked and paid to vendors, with over-budget flags, plus a one-event budget view and chart
• Vendor Directory (150 vendors) with contacts, star ratings, preferred vendors, events booked and money owed
• Vendor Bookings (600 rows): contract amount, deposit, balance due date, paid so far, still owed and Overdue / Due soon / Deposit due flags
• Run of Show: a 30-step event-day timeline where start and end times fill in from the minutes (with fixed times for the ceremony), plus the vendor contacts for that event
• Task Checklist (600 rows): tasks by phase (12+ months to after the event) with due dates counted back from the event date, owners and flags, plus a 47-task starter library
• Payments & Invoices (500 rows) with Paid / Overdue / Due soon status and days late, and a printable Invoice for any event with line items, payments received, balance due and the payment schedule
• Expenses (500 rows) with a by-category summary; tag an event to include the cost in that event's profit
• Profit Report: money in and out by month, profit by event type, package and lead source, your 10 most profitable events and 3 charts
• Sample data from a busy wedding and event planning business so you can see how it works

★ PERFECT FOR ★
✓ Wedding planners and coordinators
✓ Event planners, party planners and event designers
✓ Day-of coordinators and venue coordinators
✓ Anyone starting an event planning business

★ COMPATIBILITY ★
• Microsoft Excel (desktop, Mac, web)
• Google Sheets (upload to Google Drive and open with Google Sheets)
• 4 files included: an Excel version + a Google Sheets edition, each as a Sample and a Blank copy
• Not designed for Apple Numbers

★ HOW IT WORKS ★
1. Download the files right after purchase.
2. On Setup and Packages, add your business name, payment plan, packages and add-ons.
3. Log inquiries, book events, add vendors, budgets, tasks and payments.
4. The dashboard, invoice, run of show and profit report update themselves.

Works in any currency ($, £, €, C$, A$ and more): just change the currency symbol.

★ PLEASE NOTE ★
• This is a digital download. Nothing will be shipped.
• This is a business planning tool, not tax, legal or financial advice.
• Because it's a digital file, returns aren't accepted, but if you have any trouble with the file, message me and I'll fix it or help you right away.