Event Results and Counting-rules Record
Record who and what each attendance, survey and lead figure counts. Follow the fictional examples of 960 unique visitors, 150 valid survey responses and 32 company follow-up requests back to their source files.
A record that lets another person reproduce reported figures from the source data.
- File formats
- English XLSX · CSV (UTF-8)
- Version
- 2.0
- Editorial review
- 24 Oct 2026
- Use this for
- Agree the counting method before the event, then compare registration, scans, surveys and leads afterwards. Use one row for each metric and population.
When to use it
Agree the counting method before the event, then compare registration, scans, surveys and leads afterwards. Use one row for each metric and population.
Do not label scans as unique visitors or business cards as signed contracts. Example figures are fictional; do not fill data gaps with guesses.
Start with the guide: Event Review and Data EvaluationFill in the template step by step
When to use it
Before choosing collection methods and before signing off the post-event report.
What to have ready
- Registration and scan exports with field definitions
- Survey questions, recipient population and raw responses
- Previous report counting rules
State what each figure is intended to tell you, then choose the unit: people, companies or visits.
Record the source filename, version and period. Keep excluded rows and the reason for each exclusion separately.
Check that numerator and denominator cover the same population, and note missing periods in the report.
If the previous event used a different method, check whether it can be recalculated. Tell the report author which figures cannot be compared and why.
Worked example
Fictional example, not an actual event or supplier record
Eight columns · scroll horizontally to view the complete worked example.
| Metric ID and what it tells you | People or records counted; denominator | Counting period and area | Source-file owner and filename | Duplicates, missing data and exclusions | Collection notice or consent evidence | Whether the previous event is comparable | Follow-up check and responsible person |
|---|---|---|---|---|---|---|---|
| EV-01 / Fictional expo unique visitors | 960 paid or invited visitor IDs / 26 crew excluded | 2026-11-12 09:00–18:00 / entrances A and B | Registration lead / entry_1112_v2.csv | 1,026 rows−26 crew−40 repeat entries=960 visitors | Collection notice REG-02 applies. Use only the minimum IDs needed for analysis. | The previous event also counted daily unique visitors, so the figures are comparable. | Analyst: put 960 in report table 2 by 11-13 12:00. |
| EV-02 / Session satisfaction | 150 valid responses / 600 eligible recipients | 2026-11-12 17:00–11-14 18:00 / S1 attendees | Research lead / survey_S1_v3.csv | 162−8 duplicates−4 empty responses=150 / response rate 25% | Survey notice SUR-01 applies. Remove identifying information from free-text answers. | The previous survey used voluntary venue QR responses. Do not directly compare changes in average scores. | Research lead: approve the note explaining the comparison limit by 11-15 10:00. |
| EV-03 / Follow-up requests | 32 companies with recorded follow-up permission / distinct from 48 cards | Event close 2026-11-12–11-19 18:00 | Sales lead / lead_v4.csv | Merge 7 duplicate company records / exclude 9 without permission | See CONSENT-03 for the purpose and time each permission was recorded. | The previous event counted business cards, so this is not the same metric. | Sales owner: 32 requests handed over. Count resulting contracts separately on 12-03. |
Blank template preview
This preview shows a few rows. The downloaded file contains 24 prepared rows.
Eight columns · scroll horizontally to view the complete blank worksheet.
| Metric ID and what it tells you | People or records counted; denominator | Counting period and area | Source-file owner and filename | Duplicates, missing data and exclusions | Collection notice or consent evidence | Whether the previous event is comparable | Follow-up check and responsible person |
|---|---|---|---|---|---|---|---|
| — | — | — | — | — | — | — | — |
| — | — | — | — | — | — | — | — |
| — | — | — | — | — | — | — | — |
Sources used to develop this template
EVENTODIT created this template using the working methods described in the public sources below. It is not an official form and has not been reviewed or approved by those organisations.
- OECD · How to measure the impact of culture, sports and business events
Adapted the principle of defining evaluation objectives and measures. Counting cases and calculations are original fictional examples.