Marketing Campaign Budget for Sage Intacct

What is a Marketing Campaign Budget Template?

A Marketing Campaign Budget Template is a crucial tool used by marketing managers to plan and estimate expenses for their marketing campaigns. This template allows users to input the total estimated cost per campaign and distribute the expenses across the relevant months. It also enables managers to compare the final campaign budget against a goal or limit set by management. An example of this type of budget input form is shown below.

Purpose of Marketing Campaign Budgets

The primary purpose of Marketing Campaign Budgets is to provide companies and organizations with a comprehensive view of their marketing expenditures. This budgeting practice helps prioritize and approve marketing investments while minimizing the possibility of over- or under-spending on marketing. When utilized as a standard business practice in a Marketing Department, these budgets can serve as a foundation for informed decision-making and efficient spending.

Benefits to Users

Utilizing a Marketing Campaign Budget Template offers several benefits to business users. This tool 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 resource allocation and adjust spending to stay within budget constraints. By identifying areas where costs can be reduced, Marketing Campaign Budget Templates can assist in increasing efficiency and profitability for the business. Overall, these 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 Sage Intacct

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

Only Solver delivers a one-day rapid deployment, including free and instant access to $100K of value available on Day 1 in the Solver Marketplace. Solver is committed to helping you with all your advanced planning and reporting needs, so you can Accelerate Better Decisions – starting now. Take a free tour of Solver for any of these ERPs: