The Event Dashboard

The event dashboard is the central hub for managing an individual event. It brings together all the key information — dates, financial summary, contacts, activity, and more — into a single view with tabs for accessing every aspect of the event.

Getting There

Click any event name in the events list, or navigate directly to an event from a dashboard widget, calendar entry, or search result. You'll land on the event dashboard tab.

Overview

The event dashboard is laid out in two columns:

• Dates — A table of all event dates with their labels, start/end times, and statuses. You can add, edit, and delete dates directly from here.
• Related Events — Any events linked to this one, with the ability to add or remove connections.
• Schedule — A visual timeline showing all dates on a calendar (appears when the event has more than one date).
• Invoices — A summary of invoices associated with this event.
• Purchase Orders — A summary of purchase orders.
• Recent Activity — A feed of recent changes and actions on this event.

• Event Info — All the event's details: account, contact, name, code, type, team, managers, salespeople, venue, tags, dates, and custom attributes.
• Financial Summary — Key financial metrics including management fee, total cost, total price, price per guest, markup, margin, commission, profit, and uplift.
• Status — The current event status with the ability to change it (if your settings allow status changes from this view).
• Tasks — A quick view of tasks associated with this event, with the ability to add new ones.

Tab Navigation

Along the top of the event page, you'll see tabs for accessing different aspects of the event:

• Dashboard — The overview page described above
• Venues — Manage venue assignments (if the venues module is enabled)
• Quotes — Create and manage quotes for this event

• Costs — Manage cost line items
• Resources — Resource allocations
• Job Sheet — The job sheet view
• Purchase Orders — Full purchase order management
• Invoices — Full invoice management
• Credit Notes — Credit note management
• Summary — A detailed financial summary

• Contacts — Manage people associated with this event
• Tasks — Full task management
• Notes — Event notes
• Media — File and image uploads
• Currencies — Multi-currency management
• Documents — Generate documents from templates

Note: Some tabs only appear after an event reaches a contracted status. This is because features like costs, invoices, and purchase orders are typically only relevant once an event is confirmed.

If there are more tabs than fit on screen, the extras collapse into a More dropdown.

Event Actions

Click the actions menu (top-right area) to access:

• Edit — Open the full edit form to change event details
• Duplicate — Create a copy of this event (see Duplicating Events)
• Release — Mark the event as lost with a reason (see Recording Lost Reasons)
• Delete — Permanently delete the event (requires permission)
• View Revisions — See the change history for this event

Warning: Deleting an event is permanent and removes all associated data including costs, quotes, invoices, and notes.

Changing the Event Status

You can change an event's status directly from the dashboard:

• If your settings use inherited date statuses, you'll see a status dropdown in the sidebar. Select a new status and click Save (or it may update automatically, depending on your configuration).
• If your settings use independent date statuses, the event's overall status is determined by its dates. Change individual date statuses in the dates table.

See Event Statuses and Pipeline for more detail on how statuses work.

Financial Summary

The sidebar shows a financial summary that updates automatically as you add costs and quotes:

Note: Before the event is contracted, financial figures are based on the estimated values you entered when creating the event. After contracting, they're calculated from actual cost data.

Tips & Best Practices

Tip: The event dashboard is designed to give you everything at a glance. Use it as your starting point when reviewing or updating an event, and navigate to specific tabs only when you need to work in detail.

Tip: Keep an eye on the Recent Activity section — it shows what's changed recently, which is especially useful when multiple people are working on the same event.

Frequently Asked Questions

These tabs appear only after an event reaches a contracted status. If your event is still in a lead or new status, you won't see them yet. Change the status to a contracted status to unlock these tabs.

Before contracting, the summary uses your estimated figures. After contracting, it calculates from actual costs. If costs have been updated, check the Costs tab to see the detailed breakdown.

The layout is fixed, but your administrator can configure which fields appear in the event info section, and various display options in Settings > Events.

Related Articles

• Creating Events
• Event Statuses and Pipeline
• Managing Event Dates
• Event Contacts
• Linking Related Events