Event ROI calculation and summary

Purpose

1.1. Automate comprehensive calculation and summarization of event ROI for ballet schools.
1.2. Automates the gathering of financial, attendance, feedback, expense, and marketing data post-event.
1.3. Generates automatedly actionable insights for future event planning, budgeting, and strategic reporting.
1.4. Enables reporting automation for donor impact, student engagement, and class signup upsell opportunities.
1.5. Automates cross-comparison of historical ROI for all events, tracking performance trends in dance education.

Trigger Conditions

2.1. Event concludes in the studio management calendar.
2.2. New event-related transaction syncs in accounting system.
2.3. Attendee feedback survey submission closed.
2.4. Expense record updated in finance tool.
2.5. Specific time-based cadence (e.g., 24 hours post-event).

Platform Variants

3.1. Google Sheets
• Feature/Setting: Automate via Apps Script to parse event data; auto-calculate formula cells.
3.2. Airtable
• Feature/Setting: Automates summary reports using rollup fields and automations for ROI metrics.
3.3. QuickBooks Online
• API: Transactions endpoint; automate retrieval of event revenues/expenses for ROI formulas.
3.4. Xero
• API: Event tracking via TrackingCategories; automate financial source categorization.
3.5. Eventbrite
• API: Event Report endpoint; automate pulling tickets sold and revenue numbers.
3.6. HubSpot
• Feature: Automates marketing campaign analytics for event attribution and ROI via workflows.
3.7. Salesforce
• Feature: Custom report automation aggregating lead, attendee, and donor conversions post-event.
3.8. Slack
• API: Incoming Webhooks; automate ROI report notifications to management channels.
3.9. Mailchimp
• API: Email campaign analytics endpoint; automate engagement metric pull for ROI insights.
3.10. Zoho Analytics
• Feature: Automates dashboard creation summarizing event financials and KPIs.
3.11. Power BI
• API: Dataset refresh automation for real-time ROI dashboarding of event metrics.
3.12. Tableau
• API: Webhooks for automated event data refresh and summary report deliveries.
3.13. Notion
• API: Databases endpoint; automate logging, calculation, and summary publishing.
3.14. Monday.com
• Feature: Automates ROI calculation boards with status-driven formulas post-event.
3.15. Trello
• Power-Up: Automated checklist and ROI summary card creation per event.
3.16. Asana
• Feature: Automates event completion triggers for tasking the ROI summary process.
3.17. Microsoft Teams
• API: Automate posting ROI result summaries into relevant Teams channels.
3.18. Google Data Studio
• Feature: Automates report updates from connected Sheets/BigQuery event data sources.
3.19. Stripe
• API: Fetch event-specific payment data for automated revenue calculations.
3.20. Square
• API: Transaction endpoint; automates pulling POS sales and refund data for events.

Benefits

4.1. Automates rapid reporting, reducing manual data collation time.
4.2. Maximizes reporting accuracy via integration and automation of live data sources.
4.3. Ensures all stakeholders receive timely, automatedly generated summaries.
4.4. Automatable trends identification enables proactive decision-making and improved event planning.
4.5. Elevates data-driven culture in ballet education through automated analytics and reporting capabilities.