Bookshelf Home | Contents | Index | PDF     

Siebel Events Management Guide > Evaluating an Event >

End-User Procedures for Evaluating an Event

This section discusses the following topics and procedures:

Viewing Budget Variances

After recording actual revenues and expenses, as described in Hosting an Event you can view budget variances at the event plans, event, or session level. The following procedure describes how to view budget variances for an event.

To view budget variances for an event

  1. From the application-level menu, choose Navigate > Site Map > Events > Events.
  2. In the Events list, select and drill down on the event for which you want to view budget variances.
  3. Click the Plan view tab.
  4. Click the Expenses link to view the expense variance.

    NOTE:  Aggregated budget variances can also be viewed within the Event screen, Details view within the financial information fields.

Preparing Reports for an Event

Siebel Events Management includes a preconfigured event summary report to assist you in evaluating events. This report contains information on attendance, budget, revenues, and vendor and venue performance ratings.

To produce an event summary report

  1. From the application-level menu, choose Navigate > Site Map > Events > Event Plans.
  2. In the Event Plans list, select and drill down on the event plan for which you want to produce a summary report.
  3. Click the Schedule view tab, and then click Events.
  4. In the Events list, select the event for which you want to produce a summary report.
  5. Click the Reports button.
  6. From the Select a Report field, select Event Summary.

Entering Venue and Vendor Performance Reviews

During or after an event, you can enter performance reviews of the venues and vendors with which you are working. To make sure the information is available when venues and vendors are considered for future events, enter comments soon after an event is complete.

The following procedure describes how to enter a venue performance review for an event.

To enter a venue performance review

  1. From the application-level menu, choose Navigate > Site Map > Events > Event Plans.
  2. In the Event Plans list, select and drill down on the event for which you want to enter a venue performance review.
  3. Click the Schedule view tab, and then click Events.
  4. In the Events list, select and drill down on the event.
  5. Click the Resources tab, and then click Venues.
  6. In the Venues list, select the venue that you want to review, and scroll down to the Billings subview.
  7. In the Reviews list, click New and complete the necessary fields. See Table 13 for more information.

The following procedure describes how to enter a vendor performance review for an event.

To enter a vendor performance review

  1. From the application-level menu, choose Navigate > Site Map > Events > Event Plans.
  2. In the Event Plans list, select the event for which you want to enter a vendor performance review.
  3. Click the Schedule view tab, and then click Events.
  4. In the Events list, select and drill down on the event.
  5. Click the Participants view tab, and then click Vendors.
  6. In the Vendors list, select the venue that you want to review, and scroll down to the Billings subview.
  7. In the Billings subview, from the drop-down list, select Reviews.
  8. In the Reviews list, click New and complete the necessary fields. See Table 13 for more information.

Table 13 displays some fields in the Reviews list.

Table 13.  Selected Fields in the Reviews List
Field
Comments

Reviewer

Automatically populates with the username of the user who creates the review.

Posted

automatically populates with the date and time when the record is created.

Rating (1-10)

Lets you specify a numerical rating for the venue. Allowable values are 1 through 10, where 10 is the best rating.

Comments

Provides space for any comments you have about the venue or vendor.

Event Follow-Up

Siebel Events Management provides information that can be used to follow-up with invitees and attendees based on their levels and areas of interest. For an event plan with a single event, you can identify those with a strong interest by comparing the lists of those who were invited with those who attended. For a larger, multi-event event, you can identify areas of interest by reviewing which events and sessions particular contacts attended. You can also gauge event success based on the percentage of invited accounts that attended.

Viewing a Contact's Events

Siebel Events Management provide information that allows you to view events that your contacts have registered to attend.

To view a contact's events

  1. From the application-level menu, choose Navigate > Site Map > Contacts > Contact List.
  2. From the Contact List drop-down list, select All Contacts across Organizations.
  3. In the Contacts List, drill down on the Contact's last name.
  4. Click the Events view tab.

    NOTE:  This view must be added to the current user's responsibility.

Viewing a Contact's Sessions

Siebel Events Management provides information that allows you to view sessions that your contacts are attending.

To view a contact's sessions

  1. From the application-level menu, choose Navigate > Site Map > Contacts > Contact List.
  2. From the Contact List drop-down list, select All Contacts across Organizations.
  3. In the Contacts list, drill down on the Contact's last name.
  4. Click the Sessions view tab.

    NOTE:  This view must be added to the current user's responsibility.

    
Siebel Events Management Guide