Catering and Event Profitability Tracker - Event P&L, Sales Pipeline, Client Analytics, Recipe Costing and Scenario Modeling

Know the profit on every event before it happens and after it closes. Built by a 38-year hospitality operator with deep experience in catering operations, hotel banquets, and high-volume event food and beverage.

This 31-sheet system takes you from initial inquiry through post-event analysis. Track your pipeline, cost every menu item, manage client relationships, and model scenarios before you commit to a price. Works for catering companies, hotel banquet operations, country clubs, and restaurant private dining programs.

What is included:

Instructions: complete setup guide and workflow overview Setup: configure your business, tax rates, and default settings Event Types: define your event categories and service models Clients: full client database with contact and history tracking Venues: venue list with capacity, fees, and notes Menu Items: priced menu item library linked to recipe costing Staffing Rates: labor rates by position for accurate event costing Sales Pipeline: track every inquiry from lead to closed event Event Master: central record for every booked event Revenue Entry: log all revenue streams per event Food Cost Entry: actual food cost tracking per event Beverage Cost Entry: bar and beverage cost tracking per event Staffing Cost Entry: actual labor cost per event Venue and Rentals: venue fees and rental cost tracking Other Direct Costs: miscellaneous event costs and pass-throughs Billing and Payments: invoice tracking and payment status Event Profit Summary: complete P&L for every individual event Monthly Trend Dashboard: revenue and profit trends over time Pipeline Dashboard: visual sales pipeline with close probability Venue Performance: profitability analysis by venue Client Performance: revenue and profit ranking by client Printable Event Profit Report: clean report to share with ownership Printable Monthly Summary: formatted monthly summary for management Data Tables: reference tables that power the system Lookup Lists: dropdown lists and validation data Advanced Analytics: deep dive into event profitability patterns Scenario Modeling: test pricing and cost scenarios before you commit Recipe Costing: cost every menu item with yield and portion analysis Post-Event Analysis: compare estimated vs actual on every event Client Retention Scorecard: score and prioritize your best clients

31 sheets. Instant download. Excel and Google Sheets compatible. Sample data and setup guide included. Own it forever. No subscription.