The whole retreat, in one spreadsheet

A professional planning template with a live dashboard, automatic break-even math, and everything you need to run a retreat without scattered files.

  • Live dashboard — confirmed guests, revenue, profit in real time
  • Automatic break-even math — know how many guests you need
  • 6 connected tabs — update one guest, everything updates
  • Rooming list and dietary summary auto-pulled for your chef
  • Clean, simple, ready to use in 10 minutes

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What's inside

Six connected tabs that do the work for you

📊

Dashboard

Confirmed guests, inquiries, seats remaining, revenue, break-even, profit/loss — everything on one page, updating automatically.

👥

Roster

Status, room type, arrival dates, price quoted, amount paid, balance, dietary notes — one row per guest, no duplicate entry.

💰

Financials

Fixed costs, variable per-guest costs, break-even calculation, revenue tracking. Updates live from the roster.

📅

Schedule

Five days of daily blocks — time, session, facilitator, location, notes. Copy one day, paste to the rest.

🎒

Logistics

Airport pickups, rooming list, dietary summary for your chef — all auto-populated from the guest roster.

🤝

Vendors

Venue, chef, transport, equipment — contract status, deposits, balances, payment dates, cancellation terms. All tracked.

This template is the minimum you need to run a professional retreat. When you hit 15 guests or two retreats at once, you'll need more. That's exactly what RetreatsOS does — full automation, booking pages, payments, guest communication. The spreadsheet is step one.