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Event Financials Report

Track quoted, projected, and actual margin for every event with the interactive Event Financials Report.

The Event Financials Report is an interactive dashboard that brings the financial story of every event into one place — quoted, projected, and actual margin, side by side, with the detail underneath to explain the numbers. Use it to spot events drifting off their quoted margin, compare what you scheduled against what crew actually clocked, and drill into any figure down to the individual quote, invoice, or actual.

Accessing the Report

From the main menu, go to the "Administration" section and select "Reports," then open the "Financial" folder and choose the Event Financials Report.

Filter to What Matters

Slice the dashboard by event, status, client, tour, project manager, account manager, or date range. Every card, chart, and table on the page respects your filters, so you can look at one tour, one PM's book of business, or a single quarter at a time.

At-a-Glance Totals

Summary cards across the top show the headline numbers for your current filter: quote value, invoiced total, scheduled vs. clocked labor, gear, travel, and actual cost.

Revenue vs. Cost, Visualized

Charts put your top events by revenue against their actual cost, and show your top clients by outstanding balance — so the events making (or losing) you money and the clients who owe you stand out immediately.

Quoted → Projected → Actual Margin

The heart of the report is the margin progression: recognized revenue measured against projected cost (based on scheduled labor) and actual cost (based on clocked labor), with the variance surfaced. You can see where an event stands at each stage — what you quoted, what the schedule projects, and what the time cards say it actually cost.

Scheduled vs. Clocked Labor

Scheduled and clocked labor are tracked separately, with a coverage indicator showing how much of the scheduled work has corresponding clocked time — so you know how "real" the actuals are before you lean on them.

Sales Tax Handled Correctly

Margins stay net of tax, so collected sales tax never inflates your profitability. The invoicing figures break out gross, tax, and net separately.

The Event Ledger

For drill-down, the Event Ledger is a filterable, one-row-per-record view of the quotes, invoices, and actuals behind the dashboard. When a number on a card or chart raises a question, the ledger is where you find the records that produced it.

For the rest of LASSO's financial reports — Estimated Revenue, Gear Financial Summary, Invoice Status, and more — see Financial Reporting in LASSO.

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