Excel Tool for Retreat Pricing and Profit Visualization
Thomas Biziouras
📦 Excel Tool for Retreat Pricing & Profit Visualization
Developed for a retreat organizer managing a multi-day group event, this tool automates the pricing strategy, cost tracking, and profit distribution per participant — delivering financial clarity and a fully exportable PDF summary.
Designed for coaches, consultants, or event planners who need precise control over their revenue and costs, without using external platforms.
🔹 Core Modules
Dynamic Expense Categorization
Add and manage multiple categories (e.g. Food, Transport, Gifts) with live total and per-person cost calculation.
Participant Tracker
Add/remove participants dynamically and calculate total retreat income, individual share, and commissions.
Profit Calculation Engine
Set your desired profit, commission rate, and retreat duration — the tool reverse-calculates your ideal price per person.
Real-time KPI Dashboard
Displays total income, expenses, net profit, profit per person, and retreat rate vs. goal difference.
Visual Breakdown
Auto-generated pie chart showing % to goal vs. actual income, for both overview and reporting purposes.
🖱️ Workflow Actions & Automations
ADD/RESET/SEND TO DB Buttons with clean form logicPDF Export with pre-formatted layout for print or email
Event Reset function to start a new plan instantly
All buttons built using lightweight, clean VBA
Smart validation and range management throughout
🧰 Tools & Techniques Used
Excel Structured Tables
Named Ranges & Dynamic Lists
Cell-based Parameter Engine (Goal, Rate, Participants)
Pie Chart & Auto-updating Visuals
PDF Export via VBA
Clean UI layout using brand color themes
✅ No external apps or plugins required. Built entirely inside Excel. Fully editable and scalable.
Dynamic input lists for participant names and expense categories. Each list is fully editable with add/remove buttons and auto-syncs with the main budget and profit engine.
Central pricing engine with real-time profit calculation, customizable commission logic, and retreat rate projection. Includes full financial summary, expense breakdown per participant, and dynamic pie chart to visualize progress toward revenue goal.
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Posted Apr 29, 2025
Enabled a retreat organizer to calculate pricing, track costs, and visualize profit per person with a fully automated Excel tool + PDF report export.
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Timeline
Nov 20, 2024 - Nov 29, 2024
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