Reporting is usually a rebuild. Exports pulled, numbers matched by hand, a deck assembled days after the fact.
By the time it is right, whoever asked has moved on to the next question.
Tuesday 09:12 · the question arrives
Q3 client entertainment?the COO's office
the record already holds the answer
38
events
1,204
guests
£412k
spend
Markets
Banking
Wealth
Answered 09:26no export, no matching, no rebuild
Q3 portfolio
38 events · live
Dashboard
Attendees
Agenda
Meetings
Logistics
Reports
Event settings
›Q3 portfolio›Reports
RD
Q3 · client entertainment
Written while the events ran
Live · no export ran
38
events
1,204
guests hosted
£412k
spend
Markets£164k
Banking£123k
Wealth£86k
Sponsorship£39k
1
No export ran
the record was written live
1
2
1,204
guests hosted in Q3
2
1The answer predates the question
Spend, attendance and events for the quarter already exist because they were written while each event ran. Asking is the only step left.
2One set of numbers
The same figures serve the guest view, the line view and the board pack. Nothing is matched by hand between versions.
The answer already exists, because it was written while the event ran.
The report is not produced after the event. It accumulates during it.
Stage 1 of 5
The question arrives
Someone senior wants a number, and they want it before Friday.
From the chief operating officer's officeTuesday 09:12
Board pack on Friday. Can I have Q3 client entertainment: spend, attendance, and anything on outcomes?
Held: nothing new. The answer predates the question.
Stage 2 of 5
The data is already there
No exports, no matching by hand. The record was written while each event ran.
eventogy
Q3 portfolio
38 events · live
Dashboard
Attendees
Agenda
Meetings
Logistics
Reports
Event settings
⌂›Q3 portfolio›Reports
LG
OverviewBy linePeopleOutcomesPacksConfigure ⌄
Q3 · client entertainmentLive · no export ran
38
events
1,204
guests hosted
£412k
spend
Latest
Capital introductions dinner · closed
attendance and spend already on the record
Held: the quarter, already whole, because it was written as it happened.
Stage 3 of 5
One person
One client's activity across the whole schedule, on one screen.
eventogy
Q3 portfolio
38 events · live
Dashboard
Attendees
Agenda
Meetings
Logistics
Reports
Event settings
⌂›Q3 portfolio›A. Castellanos
LG
OverviewBy linePeopleOutcomesPacksConfigure ⌄
Vega Capital ⌄Search people
AC
A. Castellanos · Vega Capital
value received this year · £780
This year
Markets dinner
12 May
Attended
Summer box
28 June
Declined
Roadshow 1:1
3 September
Attended
Held: one person's whole year, without a lookup exercise.
Stage 4 of 5
Pull back to the programme
The same view at aggregate: the programme by line and by event type, with the same numbers underneath.
eventogy
Q3 portfolio
38 events · live
Dashboard
Attendees
Agenda
Meetings
Logistics
Reports
Event settings
⌂›Q3 portfolio›Reports
LG
OverviewBy linePeopleOutcomesPacksConfigure ⌄
Q3 by business lineBy event type
Markets£164k
Banking£123k
Wealth£86k
Underneath
Sponsorship · £39k
the same numbers from guest to board pack
Held: one set of numbers from a single guest to the board pack.
Stage 5 of 5
Outcomes, not just attendance
Surveys and polls land on the same record, so what an event achieved sits beside what it cost.
eventogy
Q3 portfolio
38 events · live
Dashboard
Attendees
Agenda
Meetings
Logistics
Reports
Event settings
⌂›Q3 portfolio›Reports
LG
OverviewBy linePeopleOutcomesPacksConfigure ⌄
Capital introductions dinner · surveyclosed within 48 hours
Response rate
68%
Would attend again
9.1 / 10
Best format this year
guest comment, kept on the event
On the record
Net sentiment · by question
beside the spend it relates to
Held: what it achieved, next to what it cost.
What it connects to
Scheduled packs go out by email on a cadence you set. Everything exports where Finance and Compliance need it. An Open API exists for what your own systems need.
