A spreadsheet-based template for forecasting and tracking marketing expenses.
Purpose: This document provides a comprehensive overview of projected marketing expenses, helping teams plan and track spending across campaigns and channels. Use it to allocate budget across departments, campaigns, and ad spends throughout a fiscal period.
Prepared By: {preparedBy}
Department: {department}
Reporting Period: {reportingPeriod}
Total Budget: {totalBudget} {currency}
Category | Allocated Budget ({currency}) | Actual Spend ({currency}) | Variance ({currency}) | Notes |
---|---|---|---|---|
{#categories}{categoryName} | {allocatedBudget} | {actualSpend} | {variance} | {notes}{/categories} |
{#topCampaigns}
{/topCampaigns}
Total Digital Ad Budget: {digitalAdTotal} {currency}
Channel | Forecasted Spend | Actual Spend | CTR (%) | Conversion Rate (%) |
---|---|---|---|---|
{#digitalAds}{channel} | {forecasted} | {actual} | {ctr} | {conversionRate}{/digitalAds} |
{#hasOfflineSpend}
Total Offline Spend: {offlineTotal} {currency}
{#offlineChannels}
{/offlineChannels}
{/hasOfflineSpend}
{^hasOfflineSpend}
No offline media spend is forecasted for this period.
{/hasOfflineSpend}
{#plannedInitiatives}
{/plannedInitiatives}
{additionalNotes}
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