Marketing Budget Reports

Allocadia is designed to replace inefficient and cumbersome spreadsheet-based marketing planning and budgeting processes. The end-result? Stress-free budgeting, improved marketing accountability, and happy stakeholders. How do I get started?

View insightful marketing budget reports

As a budget owner, getting insight into your budget is often difficult, if not impossible. It's difficult to simply know what you've spent, let alone know more detailed information needed to make the best budget decisions. Key questions such as what audiences you're spending the most on, what industries might need more investment, or which vendors you could negotiate with or consolidate are very difficult to answer. Now you can get the answers you need.

Core Reports

Over or Under report
When you login, you get a clear and instant summary of where you're at. Know instantly: are you over or under budget? Or, if you continued to spend as planned, would you be over or under budget?

Category report
A large pie chart will show you where you've spent your marketing budget. For example, how much (and what percentage) did you spend in tradeshows, campaigns, or online marketing? Drill-down to see further category breakdowns, such as how much you spent at a specific tradeshow or on a specific campaign.

ROI reports
You can use Allocadia™ to input your ROI information, giving you a summary view of the effectiveness of your marketing programs. You can also use Allocadia as a presentation tool to demonstrate the effectiveness of your campaigns.

Recommended Reports

Moving beyond the numbers, you can now get unprecedented visibility into your marketing costs. We include some recommended information for you and your team to capture (as part of our budgeting templates that you use on creation of a new budget), based on budgeting best-practices; however, you can edit, delete or hide any of these recommended reports, or create your own custom reports.

Owner: Get an instant breakdown of who is spending the marketing budget.
Vendor: Find out which vendors you could negotiate with or consolidate.
Region: Learn which regions might need more budget investment.
Corporate Objectives: Track how much of your budget is allocated to different corporate objectives, such as net-new or existing customer sales.
Target Audience: Find out what audiences you’re spending the most on.
Industry: See which industries your marketing budget is supporting.
Program Status: Find out if the program is in progress, halted, or completed.
Payment Method: Track if your budget is being spend by PO or Visa, helping you get on the same page with Finance.
Payment Status: Find out which vendors have invoiced and have been paid for example.
Projected Revenue: Track how much revenue your campaigns are expected to generate.
Actual Revenue: Measure how much revenue your campaigns generated.
Projected Leads: Track how many leads your campaigns are expected to generate.
Actual Leads: Measure how many leads your campaigns generated.
PO Number: Access one full list of all PO numbers from your team.
Campaign: Get a full picture view of what campaigns your budget was allocated to.
Vertical: Find out what verticals you're targeting most heavily and coordinate a go-to-market strategy with sales.

Custom Reports

Allocadia™ allows you to track any other budget information you would like. You can create custom reports that are unique to your organization. In our manage columns and calculations page, users can simply identify new field and values they'd like to capture, and Allocadia automatically creates reports displaying that information in a meaningful way.

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Marketing budget & planning statistics

Find out what other marketers are doing in budgeting & planning: Download the CMO report

What customers are saying

Customer: "Allocadia is about being on the leading-edge of best-practices in marketing." —Darin Johnson, Vice President, Marketing, HealthCare Insight More >

Analysts on marketing budgeting & planning

Gartner: "Now is the time to buy Marketing Resources Management (MRM) Software." —SearchCRM, September 2009 More >

"According to IDC, an effective [marketing] planning process includes: [...] tracking budgets and spending throughout the year." —B2B Magazine, December 2008 More >

Allocadia in the news

"Giving marketers clear visibility into their marketing budgets, [Allocadia] helps marketers stay on budget or even reduce spending." More >

The bootstrapper's dilemma: A savvy startup can combine marketing with product development. More >