Become more strategic & more efficient with your marketing planning.

Marketing planning is about so much more than a simple list of where dollars will be spent.

Every great marketing plan is the sum of your team’s learnings from the past and hopes for the future. It’s a reflection of the strategies and tactics your team truly believes in — where you’ll ‘place your bets’.

Done right, marketing plans unite marketers around a common vision for the strategic direction of the marketing organization. Most importantly, marketing plans speak to the whole company on the marketers’ behalf. The message they carry is simple: this is how we’re going to drive revenue.

Allocadia transforms the way your team does marketing planning.

Collaborate to build strategic marketing plans

Allocadia lets marketing teams of every size work together to build and manage strategic marketing plans.

Whether your team adopts a top-down marketing planning approach or a bottoms-up one, Allocadia is the tool you need to get more organized, more efficient and more strategic with your marketing planning.

“Our marketers have become more accountable and better stewards of the dollars allocated to them. We can show progress and results in real time.”

– Charles Schwab Executive in charge of Marketing Technology

Charles SchwabRead the Case Study

Manage the entire lifecycle of every marketing dollar

Allocadia is the central place for marketers to manage every aspect of their spend

Establish Targets

Input your top-down allocation targets into Allocadia, so that you can easily see how your plans are shaping up against them as you go.

Build Plans

Add marketing activities and their planned costs. Submit requests for additions to your plan right inside Allocadia and manage the approvals process.

Manage Actuals

Allocadia connects to your organization’s finance system. Actual costs are automatically mapped to the relevant line items, so you don’t have to spend countless hours reconciling.


As time goes by and new information comes to light, marketers update the forecasted cost of any planned activity. This gives marketing leadership insight as to where the organization will end up by the end of the year or quarter.

“Managers have visibility into where we’re spending our marketing dollars and how close we are to plan.”

– Chethan Chandra, Senior Manager of Business Operations, VMware

Vmware-logo-transparentRead the Case Study


Use Allocadia’s flexible analytics capabilities to get a birds-eye view of all the marketing planning activities in your organization. You’ll get instant visual answers to questions like these, and many more:

“How did our plans compare with actuals last quarter?
“How much does each regional marketing team have left to plan?”
“How much have we planned to spend on Brand & Reputation during Q3 in EMEA?”

Plan marketing’s impact on the business

It’s imperative for marketers to demonstrate how their marketing plans fit in with the bigger picture of the business. Allocadia helps you do just that.

Plan for rapidly changing business scenarios

Changes can come quickly and frequently in a marketing organization. Stay prepared by creating alternative scenarios for your marketing plan. When investment targets are boosted or cut because of changing circumstances in your business, you’ll be ready.

Plan to align to strategic corporate objectives

Marketers need to demonstrate how their plans support company-wide goals, and Allocadia makes it possible. During the bottoms-up planning and forecasting phases, you can see exactly how your plan aligns to each strategic objective. Easily make adjustments throughout the year as needed to maintain that alignment.

Plan for revenue performance

For revenue-driven marketers, nothing is more important in the planning process than quantifying the plan’s impact on company revenue. After inputting some key assumptions, funnel metrics and average deal sizes, you can get a complete, convenient view of the estimated leads, opportunities, pipeline, revenue and ROI generated by each line item in your marketing plan.

Marketing planning is just one part of what Allocadia can do for your marketing organization. Read more:

Featured Resource

The Gold Medal Playbook of Marketing Planning

Win More Budget & Drive More Revenue by Planning Like a Champion

This eBook outlines the three levels of marketing planning (Bronze, Silver, Gold) and how they help marketers secure more budget and generate more revenue. With specific tips for CMOs, Marketing Operations pros and Field Marketers, this publication is perfect for anyone considering how to become more strategic in marketing planning.