Event Planning + Cashflow Spreadsheet

DesignVAT Event Planning + Cashflow Spreadsheet enables you easily Create Events, Assign Vendors & most importantly monitor your Business Cashflow.

  1. Create Events & Assign Vendors & Link Customers
  2. Track Vendor Payments, Customer Outstanding
  3. Manage Appointment Diary & Event Summary
  4. Track Income, Expense & Profit]
  • 1
    Do you organize multiple events for clients or your business?
  • 2
    Do you track vendor payments, customer deposits, and outstanding balances manually?
  • 2
    Do you want an easy way to monitor income, expenses, and profit for each event?

What This Spreadsheet Helps You Do


EVENTS
VENDORS
CASHFLOW

✔ Create and manage multiple projects for different customers
✔ Assign vendors and track their payments
✔ Record customer deposits and outstanding balances
✔ Track income, expenses, and net profit for each event

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Key Features

Create Events & Assign Vendor

Organize multiple events, assign vendors, and link customer bookings all in one spreadsheet.

Track Vendor & Customer Payments

Record payments to vendors and monitor customer deposits and outstanding balances automatically.

Manage Cashflow & Profit

Track income, expenses, and net profit per event, and generate cashflow summaries for better business decisions.

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Appointment Diary & Event Summary

Keep a schedule of event appointments and generate detailed event summaries to plan efficiently.

Event Budget & Expense Tracking

Define expense categories, record daily spending, and compare actual vs. budgeted costs per event.

Customer/Event Summary Report

Get a “bank statement” style report for each customer or event, showing deposits, payments, and outstanding balances.

Highlight Feature: Event Summary

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    What It Is

    The Event Summary Report gives you a complete overview of the financial performance of each event you organize.

    It consolidates all income, expenses, vendor payments, and customer transactions in one place, so you can easily see how much you earned, spent, and what is outstanding.

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  • 2
    How It Works

    As you record transactions for an event, such as hall rental, decor, client payments, vendor invoices, and operational expenses, the spreadsheet automatically calculates:

    • Total Income
    • Total Expenses
    • Net Profit or Loss
    • Outstanding Balances
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    Why It’s Important

    Helps you understand the financial outcome of each event at a glance and provides a professional overview for clients, stakeholders, or management.

DesignVAT Spreadsheet


  • 1.
    No Excel expertise or Accounting Knowledge required.
  • 2.
    Works in Microsoft Excel
  • 3.
    Delivered via email after payment
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