Event Planner Manager

Five events on the board, three retainers half-paid, a caterer waiting on a check — and the answer to "who still owes us?" lives in three different notebooks. This spreadsheet runs an event planning business in one Google Sheets file, 6 tabs. The Events Pipeline holds one row per event — client, type, date, stage, package price, retainer percent — and figures the retainer due, pulls what was actually paid from the Payments log, and shows the balance and its flag on its own. Vendor Payouts tracks every vendor cost with what is paid and what is still owed, and the Event P&L counts the full contracted vendor cost, paid or not, so an event's margin never flatters you.

The Dashboard pulls it together: money to collect, the actual list of who owes it, events by stage, vendor payouts still owed, and total margin. The fictional sample book holds five events — a wedding in Planning, a corporate launch in Event Week, a charity gala whose $3,980 in vendor costs is not yet paid — $27,800 booked, $13,250 collected, $14,550 still to collect, and $9,825 in margin across the book.

Transparency note: this spreadsheet was designed with AI assistance, then hand-built and formula-tested by our shop.

What you receive is the finished spreadsheet file, delivered instantly at checkout as a PDF containing your Google Sheets copy link. Open it, choose "Make a copy," and the file is yours. It runs in Google Sheets on a free Google account — nothing to install — and the sample data is included so you can see the formulas work. If a file ever breaks, you receive a corrected copy of the file free. This is a digital product — no physical item will be shipped.