Purpose: Use this article to review and monitor Event-related financial activity from the Finances tab.
The Finances tab provides a consolidated view of Event revenue, costs, and financial performance associated with a scheduled delivery.
Administrators commonly use this tab to review booking revenue, monitor delivery costs, and confirm the commercial performance of an Event.
For overall Event navigation and lifecycle guidance, see Understanding the Event Screen.
In this article
What the Finances tab controls
- Event revenue from learner bookings
- costs associated with delivering the Event
- overall financial performance for the delivery
- invoice-related booking information
Where financial data comes from
Financial information displayed in the Finances tab is generated from multiple sources within Administrate:
- learner bookings and registration fees
- price settings defined on the Event or Course Template
- costs associated with instructors, venues, or resources
- financial records generated during the booking process
As learners are booked onto an Event, the associated financial information is reflected here and contributes to the Event’s revenue totals.
Reviewing Event revenue
The Finances tab allows administrators to review the revenue generated by an Event. This information is based on confirmed bookings and the pricing structure associated with the course or Event.
Administrators commonly review revenue to:
- monitor the financial performance of a delivery
- confirm booking revenue before invoicing
- review revenue compared to Event costs
Reviewing Event costs
Costs associated with delivering an Event can also be tracked. These may include instructor fees, venue costs, resource expenses, or other delivery-related costs.
Reviewing costs alongside revenue helps organizations understand the financial outcome of the Event.
Typical financial review workflow
- Open the Event.
- Navigate to the Finances tab.
- Review booking revenue from enrolled learners.
- Confirm any Event-related costs.
- Review overall financial performance.
When to review Event finances
Administrators commonly review financial data:
- during the registration period
- before an Event begins
- after bookings are finalized
- when evaluating Event profitability
Note
Financial information may continue to change while bookings, cancellations, transfers, or invoicing activity are still in progress.
Best practices
- Review financial information before closing an Event.
- Confirm bookings and pricing are correct before invoicing.
- Review revenue alongside Event costs to understand delivery outcomes.
- Ensure cancellations or booking changes are reflected in the Event’s financial records.
- Review Event pricing and financial defaults during Setup before enrollment begins.