Total Party Planner Automated Event Profit Reports
Every Monday, WebRun opens Total Party Planner, pulls last week's completed events with their contract value and estimated costs, checks the actual food, labor, and rental costs recorded in QuickBooks, and logs a Google Sheets report of profit margin by event.
How do I see real profit margin on each catering event, not just revenue?
WebRun pulls every event Total Party Planner marked completed last week, along with its contract value and estimated cost, then checks the actual food, labor, and rental expenses recorded in QuickBooks. Every Monday it logs a Google Sheets report ranking each event by real profit margin, so you see which bookings actually made money and which ran thin.
- Every event gets ranked by real profit margin, not just booked revenue
- Cost overruns get flagged the Monday after the event, not months later
- Margin data stays internal, logged only to your own Google Sheets tracker
Built for off-premise catering owners · catering finance managers · catering operations directors · event catering CFOs
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.totalpartyplanner.comin a real browser with your saved login - no setup, no API keys. -
1
Total Party Planner - pull last week's completed events and estimated costs
totalpartyplanner.com
WebRun opens Total Party Planner to pull last week's completed events and estimated costs. - Open Total Party Planner and filter to events completed last week
- Capture the contract total and the estimated food, labor, and rental cost for each
- Note the event type and guest count for context
Done when Last week's completed events are listed with revenue and estimated costs.
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2
QuickBooks - check actual costs recorded against each event
- Look up the actual expenses recorded against each event
- Compare actual food, labor, and rental cost to the estimate from Total Party Planner
- Flag any event where actual cost ran over the estimate
Done when Actual costs are confirmed against the estimate for every event.
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3
Google Sheets - log the margin report by event
google.com
WebRun opens Google Sheets to log the margin report by event. - Open the per-event margin tracker in Google Sheets
- Add a row for each event with contract value, actual cost, and margin percentage, ranked lowest to highest
- Highlight any event that ran over its cost estimate
Done when Last week's per-event profit margin report is logged in Google Sheets.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Where do the actual costs come from, an estimate or real numbers?
Real numbers. It pulls the actual food, labor, and rental expenses recorded in QuickBooks against each event, not the estimate from when the event was booked.
Can it flag events that lost money or ran thin?
Yes. Every event is ranked by margin percentage, lowest first, so the events that ran over cost or barely broke even are the first thing you see.
Does this share financial data outside the company?
No. The report only updates your internal Google Sheets tracker, so margin and cost data stays inside your team.
Related templates
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