Sign in to access the dashboard
Create your administrator account
Save your API key - you'll only see it once
This key grants full API access. Store it securely.
admin| Event | Brand | Date | Target | Booked | Revenue Pacing | Sponsors | Anchor | Churn% | ML Renewal | Health | Actions | |||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
·
|
|
⚠ -- | -- | -- |
|
|||||||||||||||||||||||||||||||||||||||||||||||
|
Loading event detail...
Resign
Churned
Downgraded
Net New
Returning
⚠
Anchor-Tier Gap
Floor plan & table assignment
Floor planning now lives in the
Logistics tab
of the Events department. Open it and pick this event to upload the map, place & assign tables,
and generate sponsor seating links.
Tier pacing, lapses & inventoryTier Pacing
Historical anchor-tier buyers of this series with zero current-year footprint. Ranked by lifetime anchor spend.
Inventory
loading tiers…
no inventory record for this event
Open Opps
—
Advisory Board
Open Sessions
Dates & Deadlines
Level Inventory
Notes
Churned, sponsors & prospects
CHURNED
STAGED
CHURNED
NET NEW
Pipeline & audiencePipeline by Stage
Sponsor Retention:
Audience
— registered
/ target
No audience data available
Contract Fill Velocity
First Dollar
Last Dollar (100%)
Days to Fill
Contracts
0%50%100%
Work this event without leaving the page
|
||||||||||||||||||||||||||||||||||||||||||||||||||||
Placeholders:
{{first_name}},
{{event_name}},
{{inquiry_phrase}},
{{signature}}.
Set bake tone to Custom, then generate for the visible set or per owner below.
| Stage | Account / Opp | Amount | Close | Next event | Stage age | Idle | Recipient | Subject | Status | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
|||||||||||
|
Account Map
|
|||||||||||
|
How this works:
Click a numbered step (or any contact below) — that contact's opps light up.
Compose one email per contact. Repeat until covered.
No actionable contacts found — every contact on these opps lacks an email address.
Selection
Products
Contacts (click one to start)
No actionable contacts (no email on file for any contact in scope).
Opportunities in this send
contact reaches
contact does NOT reach (greyed)
↑ Pick a contact above — opp cards will light up to show what they reach
Sending to
Pick a contact above to enable Compose
✓ this send covers every opp
Combined draft
To:
Cc:
×
Bcc:
×
Subject:
Test Mode — recipient overridden, SF logging skipped
|
|||||||||||
|
|
⚠ Thread-active ≠ OCR primary
|
— no draft — | |||||||||
|
(real: )
×
×
Version:
Switching…
Generating…
Signature
From Outflow Personalization for this row’s Send-as choice. Edits apply to this email only.
unsaved changes
✓ Sent
View in Engagements →
Recipient signals
⚠ Thread-active contact differs from OCR primary
No automatic recipient — type one in the To field above.
Events on this opp
SHARED
Datasheet
Datasheet (no price)
Agenda
Website
Anchor Overview
Exhibitor Overview
Patron Overview
Other Overview
Anchor UW
Collateral
Keynote
Sessions
Recharge
Inventory
Coaching
|
|||||||||||
Event__c link on the Contract record may be blank.
| Sponsor | Tier | Roles |
|---|---|---|
| Event | Sponsor | Role | Tier | Contact | |
|---|---|---|---|---|---|
| primary |
| Name & Title | Jurisdiction | Pop. | IT Budget | Function · Level |
|---|---|---|---|---|
| Name & Title | Account · Tier | Vs your DNA | Shared / Distinct vertical tags |
|---|---|---|---|
|
Shared:
Distinct:
No DNA on file
|
Event_Session2__c speaker from indexes/speakers.parquet, enriched with
planning-doc title/org where uploaded. Session JSON names are joined to Registration__c
(Reg_Speaker__c) by exact or normalized badge name — expand a row for session history.
No reg match = no speaker registration aligned to that session name at that event.
SF Account comes from Registration → Contact (may differ from planning org).
indexes/speakers.parquet.
| Speaker | Title | Organization | SF account | Reg match | Sessions | Events | Last seen | Topics | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gov | — | ||||||||||||||||||
|
Loading sessions…
Showing
of
sessions (current filters).
|
|||||||||||||||||||
registration_journeys.parquet.
| Event | Date | Series | Registrants | Type Mix | New | Returning | Return Rate | Next-Yr Retention |
|---|---|---|---|---|---|---|---|---|
| No events match the current filter. | ||||||||
| Name | Type | Function / Role | Events | Series | Years | Span | |
|---|---|---|---|---|---|---|---|
| series return | |||||||
| No individuals match the current filter. | |||||||
| Name | Type | Function | Role | Attended | Returning |
|---|---|---|---|---|---|
| yesno | yesno | ||||
| No registrants. | |||||
| Event | Date | Brand | Target | Booked | PY Booked | YoY | Verdict | Sponsors | Retained | Churned | Net New | Fill Velocity | Exports | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
-- |
|
|
||||||||||||||||||||||||||
|
Loading event detail...
Resign
Churned
Downgraded
Net New
Returning
⚠
Anchor-Tier Gap
Tier Pacing — Sponsors Sold
Tier Shifts
Contract Fill Velocity
First Dollar
Last Dollar (100%)
Days to Fill
Contracts
0%50%100%
Historical anchor-tier buyers of this series with zero current-year footprint. Ranked by lifetime anchor spend.
CHURNED
Registration & Audience
— registered
/ target
No public-sector audience data available for this event.
Event recap — ROI questionnaire
Exports unlock after Submit
Ops report
Newsletter
Loading form…
Submitted
· Newsletter
Last saved
·
This form does not auto-fill your name or email. Optional contact details can be added in the fields above if you choose. |
|||||||||||||||||||||||||||||
Should we add — or take on — an event? Compose a regional feasibility brief, evaluate an incoming event pitch (any type, incl. higher-ed), and plan around competing dates.
No past in-state events in this window/type. Widen the lookback or clear the type filter.
No past events to trend for this type filter.
No captured leads for the events in this window/type.
| Sponsor | Industry | Revenue | Events |
|---|---|---|---|
No won sponsorships for the events in this window/type.
Paste the numbers from an event-opportunity overview. We benchmark its economics against our comparable events, profile the in-region audience we could promote to, resolve its sponsors against our CRM, and flag date conflicts. Works for any event type, including higher-education.
Pre-filled with a sample event — hit Evaluate to see it work, or start typing in any field to clear the sample and enter your own.
The "dates to avoid" calendar. Add competing industry/education conferences and the event types they conflict with. Our own upcoming events are folded in automatically (read-only) so the planner never double-books.
| Date | Event | State | Conflicts with | Source | |
|---|---|---|---|---|---|
No dates on the calendar yet.
.\scripts\refresh_event_product_catalog.ps1.Product2 +
PricebookEntry.*). Rows with an Id are updates;
blank Id = insert. Only certified products export.
Every upcoming venue-based event, with its contract deadlines, logistics-budget variance, last-year linkage, and the prep checklist. Select an event to work the procedure.
| Deadline | Date | Days left | Lead vs typical | |
|---|---|---|---|---|
| ⚑ early | ||||
| No deadlines set on this event. | ||||
| Category | Budget | Actual | Var | LY actual | Notes |
|---|---|---|---|---|---|
Logistics_Financials__c data yet. Run
.\scripts\refresh_logistics_financials.ps1 to pull the object from Salesforce —
the first run also reveals its columns to this view.
| Event | Venue | Lines | Budget | Actual | Variance | |
|---|---|---|---|---|---|---|
| No event-linked logistics records. | ||||||
| No events match the current filters. | ||||||
| Event | Yr | Series | Budget | Actual | Var | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Loading budget lines…
|
||||||||||||||||||||||||
| No roster events for this venue. | ||||||||||||||||||||||||
How each recurring event series spreads across venues. Diffuse = runs in many venues/states; concentrated = anchored to a few. Click a series to compare the same series across its venues.
| Venue | St | Events | Years | Budget | Actual | Var % |
|---|---|---|---|---|---|---|
SocialTables is where venue diagrams are designed. DataOS reads that data (venues, events, diagrams) — diagrams are read-only upstream, so table assignment & sharing live in the floor-plan editor below.
Choose an upcoming event on the left. Its progress ring shows how much of every checklist is done.
Paste or upload the Event Director's attendee list. DataOS resolves each
name/email to its canonical Salesforce Contact and preps the
Advisory_Board_Member__c table Audience Operations upserts —
exported for now (no writeback). Contacts not yet in Salesforce can be
resolved manually or discovered in ZoomInfo and pushed.
| RSVP | AB First Name | AB Last Name | AB Title | AB Department | AB Organization | AB Phone | AB Email | AB Type | Status | Salesforce Contact | |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Paste a known Salesforce Contact ID (003…) to bind this attendee.
Search ZoomInfo, then push the person to Salesforce. The new Contact ID binds back here automatically.
