Reporting & Analytics Software for Event Planning Agencies
Event planning agencies need to track event profitability and planning costs while demonstrating event value to clients. Our reporting software provides dashboards showing event profitability, planning time costs, team utilization, and revenue forecasts. Generate client reports automatically and make data-driven decisions about pricing, resource allocation, and event selection.
Why Event Planning Agencies Need Better Reporting
Event management companies coordinating venues, vendors, timelines, and budgets for corporate and social events.
Event profitability is unclear when planning time and event revenue aren't tracked together
Planning costs across multiple events are invisible, making pricing decisions difficult
Team utilization across event planning is invisible, making capacity planning difficult
Revenue forecasting is inaccurate without visibility into active events and booking pipeline
How AgencyPro Solves Reporting for Event Planners
Real-time dashboards and automated reports covering revenue, profitability, utilization, and project performance.
Track event profitability by comparing event revenue to planning time and costs across all events
Monitor planning time costs by event phase (planning, coordination, execution) to identify cost drivers and optimize pricing
Monitor team utilization rates to identify capacity, balance event planning workloads, and optimize resource allocation
Forecast revenue accurately by tracking active event values, booking pipeline, and completion probabilities
How It Works
Time & Cost Tracking
Automatically collect planning time, event costs, and revenue data from integrated time tracking and invoicing
Dashboard Analysis
View real-time dashboards showing event profitability, planning costs by phase, utilization, and revenue forecasts
Client Reporting
Generate and share automated event reports with event milestones, deliverables, and satisfaction metrics
Frequently Asked Questions
How does reporting help with event profitability?
Reporting software combines event revenue with planning time and event costs to show true profitability. You can see which events are profitable, which are breaking even, and which are losing money. This helps you identify profitable event types, adjust pricing, and make data-driven decisions about which events to take on. Profitability reports show margins by event, client, and event phase.
Can you track planning costs by phase?
Yes, you can track planning costs separately for planning, coordination, and execution phases. This helps you identify which phases are driving costs and optimize pricing accordingly. You can see cost trends over time and compare costs across different event types. This helps you estimate future events more accurately and control planning budgets.
How does this help with team utilization?
Utilization reports show how much time each event planner spends on billable event work versus non-billable activities. You can see which planners are overloaded, which have capacity, and identify utilization trends over time. This helps you balance event planning workloads, prevent burnout, and optimize resource allocation across events. Target utilization rates help you plan hiring and capacity.
What about revenue forecasting for event planning agencies?
Revenue reports combine active event values with booking pipeline and completion probabilities to forecast future revenue. You can see revenue projections for the next quarter or year based on active events, expected bookings, and pipeline conversion rates. This helps you plan resources, set goals, and make strategic decisions about event planning business growth.
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More AgencyPro Solutions for Event Planners
Invoicing Software for Event Planning Agencies
Professional invoicing with time-to-invoice automation, multiple payment gateways, and branded invoice delivery.
Time Tracking Software for Event Planning Agencies
Smart time tracking with project-level timers, billable/non-billable categorization, and team timesheets.
Client Portal for Event Planning Agencies
Branded client-facing portal for project updates, file sharing, approvals, and transparent communication.
Project Management Software for Event Planning Agencies
Agency-focused project management with task boards, deadlines, team assignments, and client collaboration.
CRM Software for Event Planning Agencies
Client relationship management built for service businesses with deal pipeline, contact management, and client lifecycle tracking.
Recurring Billing Software for Event Planning Agencies
Automated subscription and retainer billing with payment processing, dunning management, and revenue recognition.
Improve Event Profitability
Stop guessing about event profitability. See how reporting software helps event planning agencies track margins and optimize pricing.