Marketing Campaign Budget Template Example

What is a Marketing Campaign Budget Template?

Marketing Budget models are considered to be a key component of an annual budget and are used by marketing managers to estimate expenses and marketing campaign schedules. A key functionality in this type of budget input form allows the user to view the historical spend and input the total estimated cost per campaign, which is then spread across the applicable months. Adjustments can then be applied and the final total campaign budget measured against a goal or a limit provided by management. You will find an example of this type of budget input form below.

Purpose of Marketing Campaign Budgets

Companies and organizations use Marketing Campaign Budgets to get a detailed view of this, often very significant, category of marketing expenditures. When used as part of good business practices in a Marketing Department, a company can improve its foundation for approval and prioritization of marketing investments as well as reduce the risk that it over- or under-spends on marketing.

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 Example

Marketing Campaign Budget Template Example

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

This article will focus on Cloud Financial Reporting and Budgeting for Banks.

Image taken from Shutterstock.

Image taken from Shutterstock.

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