Excel 101: Build An Event Budget & Profit Tracker in Excel

*Template Included* Budget for and track your actual event profitability - become an event planning expert

4.55 (27 reviews)
Udemy
platform
English
language
Microsoft
category
156
students
2.5 hours
content
Oct 2022
last update
$54.99
regular price

What you will learn

Learn From A Top Rated Instructor Who Has Been Teaching On Udemy Since 2013 and Taught Over 100,000 Students!

Basic Microsoft Excel Skills

Plan Revenues

Categorize Expenses

Comparison Of Results to Budget

Profitability By Event

Graph and Chart Creation

Decision Making

Event Planning

And Much More!

Description

Are You An Event Planner Who Needs More Tools To Run Your Event Planning Like An Efficient Company?

Do You Want A Tool To Hone In On Your Sales and Profits Exactly For Each Event?

Do You Want To Know How To Properly Budget and Forecast For An Upcoming Event?

Do You Want To Impress Your Clients With Professional Reports?

If You Answered "Yes" To Any Of The Above, Look No Further.  This Is The Course For You!

*** Updated with new content! ***

Enroll today and join the 100,000+ successful students I have taught as a Top Rated Udemy instructor!

Three reasons to TAKE THIS COURSE right now:

  1. You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads

  2. You can ask me questions and see me respond to every single one of them thoroughly! 

  3. You will are being taught by a professional with a proven track record of success!

  4. Bonus reason: Udemy has a 30 day 100% money back guarantee if for some reason you don't enjoy the course!

Recent Review:

Patrick N. says "Great course to help anyone in the event planning industry.  I've planned events for years but always just kind of winged it, if we made money great.  Now I see you can actually run it like a business and track your incoming and outgoing money.  Far more professional, and will only help me plan nothing but successful events going forward!"


Why You Should Take This Course With Me:

Planning an event is a very large task, and often the financial side is ignored or not clearly understood.  To make a financial success of your events going forward, spend time up front creating a budget where you estimate your revenues and expenses by category.  Further, using your actual results post-event, you can see how good of a job you did planning, where you made money, saved money, or overspent.  At the end, you'll have a bottom line profit amount, attractive graphs and charts, and knowledge to apply to your next event. 

As well, the template we build in the course is available for download at the end of the course!


What We Learn In The Course:

  • Learn the basics of Microsoft Excel - no experience required to take the course

  • Create a budgeting, revenue and expense tracking template in Excel

  • Establish a break even revenue amount for your event

  • Categorize revenues and expenses

  • Create simple and useful charts and graphs to summarize results

  • And more! By the end of the course you'll be an event budgeting and profit tracking expert!

At any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions.  


***CLICK "BUY NOW" AND LEARN HOW TO BUILD AN EVENT BUDGET AND SALES TRACKER IN EXCEL! ***


About The Instructor

Chris Benjamin, MBA & CFO is a seasoned professional with over 25 years experience in accounting, finance, financial reporting, small business and accounts receivable.  Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.  

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies.  I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.  

Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more!

Chris Benjamin, Instructor, CFO & MBA

Content

Introduction

Course Introduction
Instructor Introduction
Udemy Course Review System
Excel Basics
Excel Basics - Formatting, Reports and Charts

Revenues

Sheets Setup and Revenue Tab Beginnings
Headers and Freeze Panes
Categories
Formatting Revenue
Forecast Revenue Beginnings
Forecast Revenue Finalization
Forecast Final Formulas

Expenses

Expenses Creation and Cleanup
Expense Formulas
Expense Categories
Expense Projected Amounts

Profit and Loss

Profit and Loss and Graph Data Start
Profit and Loss Revenue Graphs
Profit and Loss Expense Graphs

Course Conclusion

Course Conclusion
2020 Update - What's New In The Business For 2020
Recommended Next Steps
Bonus Lecture: Discount For ALL Of My Other Courses

Screenshots

Excel 101: Build An Event Budget & Profit Tracker in Excel - Screenshot_01Excel 101: Build An Event Budget & Profit Tracker in Excel - Screenshot_02Excel 101: Build An Event Budget & Profit Tracker in Excel - Screenshot_03Excel 101: Build An Event Budget & Profit Tracker in Excel - Screenshot_04

Reviews

Ana
November 24, 2022
I took this course to prepare for a career pivot and it was great for getting some exposure into how spreadsheets can be used for event planning. My main takeaways were formatting options to make the spreadsheet easy to read, and basic formulas to make the spreadsheet functional. The only things that could have made this course more applicable would be tips for google sheets, and/or some real life examples for more exposure and context. I would recommend this to anyone making a career pivot or who wants an introduction to spreadsheet building for events.
Carol-Lynne
June 28, 2022
Thank you content is spot on so far. It is very informative and I really learnt a ton of little things I did not know.
Alysson
May 26, 2022
The excel spreadsheet is almost a copy of an Excel template you get for free. Very basic. Doesn't work out how to determine what your delegate fee should be. How many people you need to break even. Very disappointed.
Diane
March 26, 2021
I use Excel all the time so most of this section is common knowledge to me, but it's always nice to go back over things - as a refresher -
Andrea
March 12, 2020
Unfortunately I was very disappointed with this course and I did not get much out of it. I felt it was for absolute beginners and for those who barely have any experience using Excel. I thought the course was mainly focused on making your spreadsheets look visually appealing, two basic formulas (SUM & Multiplication) and just copy/paste the same content every lecture. Additionally, I would have preferred if the instructor had used a real scenario, (or had actual experience creating a real event) instead of making things up along the way. There was a lot of deleting, adjusting of headlines and texts, which I though was time consuming and made the instructor run out of time on each section.
Louise
January 22, 2020
Yes, it's very easy to follow and I feel like I'm learning loads. The fact that each section is so short is really helpful so you don't get overwhelmed.
Olivia
July 15, 2019
I am hoping to launch my event planning business soon with my mother-in-law and this course exceeded my expectations. I can't wait to put what I learned into practice for parties I am already in the process of planning!
Anna
June 7, 2019
Unfortunately, the content of the webinar “build an event budget & profit tracker in excel” was a deception. The moderator created random numbers, created an excel list and then showed how to work with excel in general. Sadly, this was all standard information. Regarding ROI and profit and loss, the content was sadly not high. Nothing you don’t learn at the beginning of your studies as a total basic.

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Related Topics

1766516
udemy ID
6/25/2018
course created date
11/20/2019
course indexed date
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