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.
Like this project
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.
Likes
0
Views
8
Timeline
Nov 20, 2024 - Nov 29, 2024
