$ revenue --sponsorship --registration --beside-the-spend
An association meetings director, on a custom demo
Sponsorship, exhibits and registration revenue recorded against the same event as the spend, by category and stage. Booked and pipeline kept apart, cash and in-kind never summed, and the number the board asks about on the same screen as what it costs to deliver.
Money in, next to money out
Categories and records
Revenue categories carry a target; records carry the deal. Each record has a stage, and the stage decides whether it counts as booked or sits in the pipeline. An unknown stage is pipeline, with its money intact.
Cash and in-kind
A platinum deal brings cash and a barter. They are recorded on the same record and shown apart, with the basis for the in-kind value written down, because that is the first thing finance asks.
Attribution
Attribute items to a record and the dashboard shows the sponsored reception beside its sponsor. A revenue-area filter resolves to the same functions for every member who opens it.
The number beside the cost
Booked, pipeline and target against estimate, actual and variance, for the event and across the project. A null is shown as a dash, never as zero.
A Spec Sync builds your first board from one real BEO or function sheet.
“With Pholeo the real-time numbers are always just a click or tap away.”
Regina Panza
F&B Lead
Case study · ASIS GSX
“It’s faster. It’s more accurate. And I don’t have to chase the details anymore.”
ASIS International moved GSX’s specs, budget and reconciliation into Pholeo, and ran the show onsite without binders for the first time in fifteen years.
Lauren Koleszar, CMP
Meetings Manager, ASIS International
FAQ
Straight answers. If yours is not here, ask it on the Spec Sync.
No. It holds the numbers against the event. Registration and sponsorship platforms stay where they are; the revenue they produce is recorded here beside the cost of delivering it.
The record’s stage. A stage is marked as counting toward booked or not, and that flag decides, never the name of the stage. Move a record to a booked stage and the booked total moves.
As a second column on the same record, with a written basis for the value. Cash and in-kind are shown separately and are never summed into a single figure.
Yes. Attribute items to the record and the sponsored functions show against it in the dashboard and the reports.
Any member of the event can read it, in the budget page, the item panel, the dashboard, reports and prints. The write tier changes it. The Budget page itself needs the Budget module, like every page.
Yes. The project-level rollup reads every event in the project, so a team running a calendar of conferences sees the year’s revenue beside the year’s spend.
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