How do I show an event planning company’s pipeline of booked events?

Build the schedule from contracts, not memory. Each line should show the event type, the date, the client, the agreed fee, what has been paid and what remains. Add the costs already committed to vendors so the buyer can see the margin on each booking.

Sort it into stages. Signed and deposit paid is one group. Signed without a deposit is another. Verbal agreements and open proposals belong in a third group, and a buyer should see them labelled so nobody counts them as firm. Mark the dates on a calendar view as well, which shows how full the coming months are.

Think about what happens at closing. Client deposits received for future events are money owed in service. Explain how they are held and who will deliver those events after the sale. Ask your lawyer whether client contracts can be assigned, and your accountant how deposits should be treated in the sale. Give context too. Compare the pipeline at this point with the same stage in prior years, if records exist. Show typical cancellation and rescheduling patterns. Be open about any client who is unhappy.

Key takeaways

• Build the pipeline from signed contracts and match deposits to bank records.
• Label firm bookings, unsigned bookings and proposals separately.
• Explain who delivers future events and how held deposits are handled.
• Compare the pipeline with the same point in earlier years if records exist.