Features by Audience
Screenshot Tour | Features by Audience
| Download PDF | EXPRESS | PRO |
| FOR MARKETING EXECUTIVES | ||
| Multi-Brand/Team/Location. Manage multiple budgets across different brands, teams, or locations with Roll-up. | -- |  |
| Metrics. Capture metrics information - such as leads or influenced revenue - and automatically tie metrics to specific campaigns and budget spend. | |
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| Reports. Get a dashboard snapshot view of marketing plan, campaign, and budget information in order to make informed budget decisions or re-allocate spend. |
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| User management. Assign access rights at the individual budget-level for individual marketing managers. | |
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| FOR MARKETING MANAGERS | ||
| Easy-to-use. Easy-to-use spreadsheet-like entry of your marketing spend. |
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| Planning. Capture your marketing objectives. Visually present your plan. Display your plan by region, owner, or product for example to help obtain budget approval. |
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| Export and Reports. Budget-level reports clearly communicate status of spend such as "What is left to Spend" (Budget minus Accruals). Save reports as JPGs to put into PPT. |
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| FOR MARKETING OPERATIONS | ||
| Flexible budgeting. Customize your set-up to match your organization. |
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| Marketing platform. Integrate your other marketing data - such as data in your campaign, sales or automation systems - with your Allocadia campaign, plan, and budget data. |
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| FOR FINANCE PROFESSIONALS | ||
| Finance process alignment. Capture marketing budget information by finance system set-up and codes. Capture accrual data, reversals, split invoices, or pre-payment information. |
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| Month-end locking. At month-end, lock accrued spend. |
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| Save Snapshots. Capture a portion of the budget at a moment in time and do comparison reports. |
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| User management. Limit access rights and functionality by user-type, including template set-up or data access. |
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| Finance/ERP system sync. Import data from your ERP (merge ERP actual data with commit data in Allocadia). |
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| Finance reports. View finance-based reports such as "What is left to pay" (Accruals minus Invoices) by time period. |
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| Export. Export budget data to different spreadsheet formats or to PDF. |
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