Screenshot Tour

Create instant alignment with the Dashboard homepage

Multi-brand, multi-location, or multi-team marketing budgets: Manage multiple parts of your budget in one central place on the Dashboard page.

Access Rights: Easily add users, and limit access to certain parts of the budget. More on our Knowledge Base.

Multi-currency: Manage multi-currency budgets and see totals in your base currency. More on our Knowledge Base.

Roll-up: Create a group made up of individual parts of your budget - by brand, location, or team for example - and view an aggregate total of your entire budget. More on our Knowledge Base.

Import: Easily import existing budget data into Allocadia to get started quickly. More on our Knowledge Base.

Meaningful marketing status reports

Out-of-the-box reports: Easily answer key marketing budgeting questions with out-of-the-box reports.

Custom reports: Easily customize your reports to answer any question.

Drag-and-drop layout: Re-order your report layout.

Presentation of marketing budget: Use the report library to present your marketing plan and obtain budget buy-in.

Review meetings: Put Allocadia on your projector during status meetings, and easily see how changes affect your overall over/under budget status.

Roll-up reports: Create reports at the Roll-up level that cascade down to all budgets in the Roll-up.

Visual and friendly budgeting

Top-down or bottoms-up budgets: Capture top-down budgets at the campaign level or detailed bottoms-up budgets.

Capture actual, forecast, and scenarios: Use tags to easily track historical Actual spend information, and to easily forecast/re-forecast and create scenarios.

Invoice Panel: Capture multiple invoices against specific top-down budgets or at the individual expense item level.

Campaigns: A Campaign in Allocadia can be your Oracle Project Number, your SAP Order Number, or a Category for example. View rolled-up totals by Campaign.

Export: Export budget data to different formats or to PDF.

Easy-to-use: Speed your budgeting with spreadsheet-like input.

Views: Use the Views drop-down to see Quarterly or Yearly totals by Campaign or expense.

Beyond the numbers: marketing planning solution

Marketing planning: Display your plan by region, owner, or product for example.

Marketing Calendar: Contact us if you're interested in getting a preview of our marketing calendar.

Powerful Analytics for marketing analysis

Visualize: Visualize overall trends, forecasts, comparisons, or other summaries with extended report formats in our Analytics Module.

Gain deeper insights: Analyze the data that drives your marketing organization.

Roll-up: Pull your data together and present it in an intuitive way to help make business decisions quickly.

Marketing Performance Management solution - Metrics and KPIs

Adobe SiteCatalyst solution: Bring-in your SiteCatalyst metrics and let us do the reporting. Automatically tie your metrics back to your overall budget spend and your global programs.

Your metrics solution: Contact us to tell us where you currently capture metrics and how we can automatically link budget to your metrics.

A global marketing metrics and KPI solution: Capture your off-line and on-line metrics and KPIs in one central place - by either adding them in or pulling them in from another source.

Marketing ROI calculations: Tie all metrics back to your global investment and calculate Cost Per Acquisition (CPA) and Return on Marketing Investment (ROMI) for example.

Full access to system settings and configuration

Completely customizable: Configure your entire budget set-up under the Settings area. More on our Knowledge Base.

Create custom calculations: Easily create your own custom calculations using our formula editor.

Visual page layout editor: Drag-and-drop items in your page layout.

Choose budgeting timeframes: Set your budgeting timeframes, such as monthly, quarterly or yearly.

Use your internal terminology: Easily edit your header names or tag names.

Beyond budget data: Easily capture any additional information against your budget such as target audience, region or objective for example.

Leverage your existing investments

Marketing Automation: Marketing Automation systems provide powerful metrics for campaigns run through their system - such as Site Visits, Inbound Activities, Leads, or Opportunities Won - however, it's difficult to bring in an important element of data related to your metrics: budget data. Talk to us about linking Allocadia to your preferred automation system.

Metrics solutions: Contact us to tell us where you currently capture metrics and how we can automatically link budget, plus, provide a global view of metrics by bringing in offline campaigns. Talk to us about our Adobe Site Catalyst solution.

Finance systems: Allocadia is designed to work with your existing marketing systems such as ERP/finance systems. Automatically pull in and merge your finance data - such as Invoices - with your budgeting data. Allocadia is also aligned with Finance processes. More on the Finance page.

Salesforce.com integration: With an Allocadia Tab within your Salesforce account, you can quickly update your budgeting information as part of your regular Salesforce activities. Contact us about a direct link to Salesforce (connecting your Allocadia and Salesforce.com Campaigns and tying back to Salesforce.com metrics such as Leads, Opportunities and Revenue. In addition, populate a Calendar view based on your Campaigns).