£18,400
Private Banking · £18,400
Reporting and analytics
Someone will ask. The answer should already exist.
Finance asks. Leadership asks. A sponsor asks. The answer is already in Eventogy. No exports, no reassembly, no late night in a spreadsheet.
Follow the answer↓
◇Chat · FinanceTue 09:14
RM
Rachel MorganFinance Director
Can I get Q3 client hospitality by business line for Thursday? Board pack's due.
▤
Eventogy · answering…
Q3 spend · by business line
The question, answered.
Before Thursday.
One saved view holds Q3 client hospitality, split by business line. Approved against actual, matched to the pound, every figure sourced from the events that produced it.
Scroll to match the numbers↓
The saved view answers it
Q3 client hospitality, split by business line, generated on the spot.
Approved against actual
Every line carries what was signed off and what was actually spent.
Matched to the pound
£46,200 against £48,000 approved. Nothing rounded, nothing rekeyed.
▤Live
Client hospitality · Q3 2026 · by business line
Saved view · answering Finance · generated just now
Export
Actual spend
£0
Approved
£0
Variance
£0
Cost / attendee
£0
Spend by business lineQ3 2026
Private Banking£0
Approved £18,400Actual £18,400✓ £0 variance
Wealth
£0
Markets
£0
Corporate
£0
Legal
£0
Total, matched£0
That bar decomposes into names.
Private Banking's £18,400 is one relationship at a time. Whitfield Capital's slice opens to every event they were invited to, every seat they took, every pound spent on them.
WC
Whitfield Capital
Private Banking · relationship since 2019
Whitfield's share of Private Banking · £18,400
Whitfield £12,250 · other clients £6,150
Events
5
Seats taken
14/20
Spend
£12,250
Event history
Q4 Client Summit
18 Nov 2026 · Kings Place, London
Invited
6
Attended
4
Spend
£4,200
Who was there
EWEleanor WhitfieldAttended
DWDavid WhitfieldAttended
MYMarcus YoungAttended
SRSofia ReyesAttended
TATom AdeyemiDeclined
RCRae ColeNo reply
Interactive. Pick an event from the history.
And on Monday, it just arrives.
The whole chart folds into an attachment and lands in Finance's inbox on a schedule. Each audience opens the same pack and sees only their slice.
OInbox· Finance leadership⏱ Scheduled · Mondays 07:00
EV
Eventogy Reports
to finance-leadership@bank.com
Weekly events pack · portfolio
Your Monday portfolio pack: Q3 client hospitality by business line, matched against approved budget.
▤
Events_Portfolio_Q3.pdf
PDF · 6 pages · portfolio scope
◆Portfolio scope · all business lines
What Finance sees
Q3 spend
£46,200
vs approved
−£1,800
Events
9
Private Banking
£18,400
Wealth
£11,900
Markets
£7,800
Corporate
£5,300
Legal
£2,800
Portfolio rollups
Every event rolls up by business line, region, sponsor or quarter, automatically.
Budget vs approved
Actual spend set against the approved envelope, to the pound.
Saved views
Answer a recurring question once; the view is there next time it's asked.
Scheduled distribution
Packs send themselves on a cadence: Monday mornings, post-event, month-end.
Scoped permissions
Each audience sees only their slice. A sponsor never sees the portfolio.
One-click scoped export
Export exactly what's on screen: the same figures, nothing more, board-ready.
Every number traces back to the event that produced it.
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