Event Enterprise

Key points

• • Gantt View: Plan and track event timelines visually.

• • Map View: Display event locations on interactive maps.

• • Cohort View: Analyze attendee retention and behavior by cohort.

• • Advanced Reporting: Multi-dimensional analysis with Pivot and Graph.

• • Dashboard: Real-time event KPI overview.

• • Granular Permissions: Manage access by user role.

Key points

• • Bar colors indicate status: Draft (gray), Confirmed (blue), Done (green).

• • Overlapping bars show schedule or venue conflicts.

• • Drag bar edges to change event duration.

• • Click Create to add new events directly on timeline.

Steps

• 1. Go to Events → Events and switch to Gantt View.

• 2. Drag and drop event bars to adjust start/end dates.

• 3. Double-click bars to open event details.

• 4. Use zoom controls to view by day, week, month.

• 5. Group by Responsible, Event Type or Stage for better organization.

Key points

• • Identify gaps in schedule to optimize venue utilization.

• • Detect conflicts when multiple events share venue/time.

• • Track preparation progress through stages (Planning → Confirmed → Running → Done).

• • Assign responsibilities by grouping by Responsible User.

• • Export timeline as PDF to share with stakeholders.

Key points

• • Marker colors vary by Event Type or Stage.

• • Cluster markers automatically group nearby events when zoomed out.

• • Click "Get Directions" to open Google Maps with directions.

• • Filter by radius to find events in specific areas.

Steps

• 1. Go to Events → Events and switch to Map View.

• 2. Ensure events have Address or Venue with valid coordinates.

• 3. Click markers to view quick event information.

• 4. Use filters to display events by time, type or status.

• 5. Zoom and pan to explore different geographic areas.

Key points

• • Analyze geographic distribution of events to optimize regional marketing.

• • Identify underserved areas to expand market reach.

• • Plan logistics: equipment transport, staff movement.

• • Find nearby venues to organize roadshows or event series.

• • Share map with attendees for easy location finding.

• • Integrate with CRM to analyze customer density by region.

Key points

• • Darker color = higher retention (more people returning).

• • First cohort (top row) is earliest registration group.

• • Column 0 is always 100% (all people in cohort).

• • Columns 1, 2, 3... show % returning after 1, 2, 3 time periods.

Steps

• 1. Go to Events → Registrations and switch to Cohort View.

• 2. Select Measure: Registration Date (first registration date).

• 3. Select Interval: Day, Week, Month, Year.

• 4. Select Mode: Retention (return rate) or Churn (departure rate).

• 5. Analyze cohort table: rows are cohorts, columns are time periods.

Key points

• • Measure retention: What % of first-time attendees return?

• • Compare cohorts: Which cohort has best retention? Why?

• • Identify drop-off points: When do attendees leave?

• • Evaluate marketing effectiveness: Which campaigns bring loyal attendees?

• • Optimize event frequency: How often should events be held?

• • Segment attendees: Which groups have high engagement to nurture.

Key points

• • Pivot View: Multi-dimensional analysis by Event Type, Stage, Responsible, Date.

• • Graph View: Bar, line, pie charts to visualize KPIs.

• • Dashboard: Real-time overview of registrations, revenue, attendance rate.

• • Custom Filters: Save complex filters for quick reuse.

• • Scheduled Reports: Automatically send periodic reports via email.

• • Export Data: Export data to Excel/CSV for advanced analysis.

Key points

• • Use drill-down to view details from overview.

• • Configure auto-refresh to keep dashboard updated.

• • Create multiple dashboards for different roles (Manager, Organizer, Sales).

Steps

• 1. Go to Dashboards → Create and select Event module.

• 2. Add widgets: KPI cards (Total Events, Registrations, Revenue).

• 3. Add charts: Registrations by Month, Events by Type, Attendance Rate.

• 4. Add Pivot table: Revenue by Event and Product.

• 5. Configure filters: Date Range, Event Type, Responsible.

• 6. Save and share dashboard with team.

Key points

• • Combine Gantt + Map: Plan timeline and logistics simultaneously.

• • Use Cohort to measure long-term ROI of marketing campaigns.

• • Create saved filters for common views (Upcoming Events, My Events).

• • Set up automated actions: send reminders before events, follow-ups after.

• • Integrate with Calendar to sync personal schedules.

• • Use Tags to categorize events by theme, target audience.

• • Configure email templates for confirmation, reminder, thank you.

• • Track Attendance Rate to evaluate marketing quality.

Key points

• • Always fill complete Address/Venue for Map View accuracy.

• • Update Stage timely so Gantt View reflects correct progress.

• • Use Event Templates to create recurring events quickly.

• • Analyze Cohort monthly to adjust strategy timely.

• • Create separate dashboards for each event type (Conference, Workshop, Webinar).

• • Export Gantt timeline before planning meetings with stakeholders.

• • Use Map to validate locations before confirming with venue.

• • Track retention rate to evaluate event quality and content relevance.

Access Control

Key points

• • CRM: Auto-create leads from registrations, track conversion rate.

• • Sales: Sell tickets and related products, manage quotations.

• • Marketing Automation: Send email campaigns based on event behavior.

• • Website: Display event listings and online registration forms.

• • Accounting: Track revenue, expenses and profitability per event.

• • Project: Manage event preparation tasks with Gantt integration.