Marketing Campaign Budget for Dynamics 365 Business Central

What is a Marketing Campaign Budget Template?

A Marketing Campaign Budget Template is a tool utilized by marketing managers to estimate expenses and schedule marketing campaigns as a crucial component of an annual budget. This budget input form enables users to view historical spending and input the total estimated cost per campaign, which is then distributed across the relevant months. Adjustments can be made, and the final campaign budget can be compared against a goal or limit set by management. Below is an example of this type of budget input form.

Purpose of Marketing Campaign Budgets

Marketing Campaign Budgets are employed by companies and organizations to obtain a comprehensive view of their marketing expenditures, which are often quite substantial. When used as a standard business practice in a Marketing Department, these budgets can enhance the company’s foundation for prioritizing and approving marketing investments while minimizing the possibility of over- or under-spending on marketing.

Benefits to Users

By utilizing a Marketing Campaign Budget Template, business users can make more informed decisions and become more efficient in their jobs. This type of model provides a structured approach to budgeting and planning marketing campaigns, allowing for better visibility into expenses and timelines. With a clear understanding of historical spending and estimated costs per campaign, marketing managers can make informed decisions about where to allocate resources and adjust spending to stay within budget constraints. By providing a comprehensive view of marketing expenditures, these budget templates can also assist in identifying areas where costs can be reduced, resulting in increased efficiency and profitability for the business. Overall, Marketing Campaign Budget Templates can streamline the budgeting process and improve decision-making for marketing teams.

Marketing Campaign Budget Example

Here is an example of a detailed Marketing Campaign Budget Input Template with various automation features, including the ability to look at the historical spend on multi-year campaigns.

Marketing Campaign Budget Template for Dynamics 365 Business Central

Marketing Campaign Budget Template Example from Solver

You can find hundreds of additional examples here.

Who Uses This Type of Budget Input Form?

The typical users of this type of budget input form are: Marketing Executives, Sales Executives and Budget Managers.

Other Budget Input Forms Often Used in Conjunction with Marketing Campaign Budgets

Progressive Marketing Departments sometimes use several different Marketing Campaign Budgets, along with budget templates for sales, P&L, payroll and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

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