Each event opportunity has an economic impact, the money spent by event organizers and attendees within the destination, and you can track the economic impact using the Economic Impact field on the Add/Edit Event Opportunity screen. Use this field to manually enter an amount or you can automatically calculate the economic impact of an event opportunity based on the event opportunity details and your organization's unique formula. You do this through the Enterprise Spreadsheet.
The steps below assume an economic impact spreadsheet template already exists.
- Click the Event Opportunities link from the Main Menu. The Event Opportunities screen opens.
- Select the event opportunity to configure the economic impact.
- Right-click and select Edit -> Edit. The Edit Event Opportunity screen opens.
- Locate the Economic Impact fields. There are two fields: one for a value and a drop-down to select the economic impact spreadsheet template.
- Select the spreadsheet template from the Economic Impact drop-down.
- Click the Save (disk) button. The document is added to the Documents tab for the event opportunity.
- Select the Documents tab.
- Select the economic impact spreadsheet template.
- Right-click and select Edit -> Edit. The spreadsheet template opens in Microsoft Excel.
- Click the Run button from the Ungerboeck Reporting tab. The spreadsheet fills in the appropriate meeting information.
- Enter the necessary information for the economic impact into the spreadsheet.
- Click the Update button from the Ungerboeck tab. The Economic Impact field on the meeting updates.
- Close the spreadsheet to return to the Edit Event Opportunity screen. If asked to save changes, select No as saving changes the template document.
- Click the Refresh button at the top of the Edit Event Opportunity screen. The Economic Impact value fills into the Economic Impact field.
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