Event Planning Business Profit Tracker Excel with profit per event, vendor costs by category, client payments and overdue balances, and a monthly P and L dashboard. Know what every event actually made — and who still…
About this template
Event Planning Business Profit Tracker Excel with profit per event, vendor costs by category, client payments and overdue balances, and a monthly P and L dashboard. Know what every event actually made — and who still owes you. Built for wedding planners, event planners, and party planners who need to know, event by event, whether the fee covered the vendors — without accounting software. Log the vendors and the event profit follows by formula; log what clients paid and the overdue balances flag themselves.
$39
Excel & Google Sheets template — instant download on Etsy
Events — event, client, date, type, client fee, vendor costs, other costs, total costs, profit, and margin for every event. Vendor costs come from the Vendors sheet by formula, so one vendor entry updates the event profit, the monthly P and L, and the Dashboard.
Vendors — vendor, event, service category, date, cost, amount paid, balance due, and a paid flag for every vendor bill. Use the event name exactly as written on sheet 1 so the costs land on the right event.
Client Payments — client, event, amount invoiced, amount paid, balance owed, due date, status, and days overdue. The invoiced amount comes from sheet 1 by formula, and the status is checked against the as-of date at the top: Paid, Partial, Unpaid, or Overdue.
Monthly P and L — events, revenue, vendor costs, other costs, total expenses, net profit, and margin by month, Jan-Dec. All formulas from sheets 1 and 2.
Dashboard — total fees, costs, profit and margin, best event and best event type, largest vendor category, costs by category, profit by event type, best month, and what clients and vendors still owe.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Quick profit check — Event Planning Business Profit Tracker
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
Frequently asked questions
What does the Event Planning Business Profit Tracker track?
The Event Planning Business Profit Tracker tracks Events; Vendors; Client Payments; Monthly P and L; Dashboard.
What do the example numbers show?
The included example shows: 12 events, 60 vendor lines, 12 clients. Total client fees 119,050; total vendor costs 82,650; other costs 2,920; total costs 85,570; net profit 33,480; margin 28.1 percent.
Does it work in Excel and Google Sheets?
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.