Budget and revenue per event

Budget and revenue per event in Joinways

In Joinways, each event can have a planned budget and expected revenue so you can track profitability and variances and feed dashboards and reports.

Where to set budget and revenue

1. Go to Events and open the relevant event.
2. Locate the Budget and Expected revenue fields on the event record (or in a dedicated tab, depending on your configuration).
3. Enter the planned amounts. These will later be compared to actuals (e.g. signed quotes, billing) to analyze variances.

How it works

• Budget: planned costs for the event (vendors, venue, technical, etc.).
• Expected revenue: planned revenue for the event.

Reports and dashboards can aggregate these values to give you an overview by period, venue, or other dimensions, helping you understand event profitability and performance.

Budget and revenue per event in Joinways

Setting a planned budget

1. Go to Events and open the relevant event.
2. In the event sidebar (details), locate the Budget field.
3. Enter the planned budget amount.
4. Optionally, mark the budget as flexible if it is not fixed.

The planned budget is visible on the event details and across Calendar, List, and Kanban views, and it is available for use in reports.

Revenue and reporting

• Revenue represents realized sales for an event.
• It is derived from signed quotes and confirmed amounts per event.
• Revenue is aggregated in Reports (Commercial or Accounting views), where you can analyze:
• Revenue by month
• Revenue by venue
• Revenue by owner

From these reports, you can track profitability and variances without needing to enter an additional Expected revenue field on each event.