Each meeting has an economic impact, the money spent by event organizers and attendees within the destination, and the economic impact can be tracked using the Economic Impact field on the Add/Edit Meeting screen.
This field can be used automatically updated based on the details of a meeting and your organization's unique formula using an Ungerboeck Spreadsheet template. After the template is created, the spreadsheet can be attached to a meeting and the Economic Impact field can be automatically updated using the spreadsheet.
The below steps describe how to create the spreadsheet template. See the Economic Impact Analysis article for information on how to automatically update the field based on the spreadsheet template.
To create a template for the economic impact spreadsheet, follow the below steps:
1. Click the Account Template Documents link from the Main Menu. The Template Documents screen opens.
2. Click the Add button.
3. Select Add Template Document (v19). The Add Template Document screen opens.
4. Enter the necessary information:
- Class - Select Ungerboeck Spreadsheet.
- Description - Name of the template. Include "economic impact" in the description to make it easier to find when assigning it to a meeting.
5. Click OK. Microsoft Excel opens.
7. Create the spreadsheet with the necessary formulas and formatting.
8. Select the cell being used for the calculated total for the economic impact.
9. Select the Ungerboeck Reporting tab.
10. Click the Cell Updates button. The Cell Updates screen opens.
11. Select Meetings from first drop-down of the Update field.
12. Select Meeting Economic Impact from the second drop-down of the Update field.
13. Click OK.
14. Save and close the Microsoft Excel spreadsheet.
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