Pace the marketing budget in one place
See budget, spent, and what a contract already reserved, while the month is still open.
The lag
The month moves before the spreadsheet does
PDFs, platforms, and a sheet
Contracts arrive as files. Media arrives as charges. The close still lives in a workbook someone rebuilds by hand.
The contract spends first
A buy signed in August can consume August, September, and October before an invoice exists.
The close is late for pacing
Marketing decides inside the month. A report after close describes a decision that already passed.
Capture
The file becomes a draft, then a reservation
Upload a contract or a spreadsheet. Finmark proposes the vendor, the amount, and the months. A person approves it before pacing moves.
See capture
Pacing
Left, while you can still move it
Each channel and month shows budget, spent, committed, and left. A locked month stays put. Later months stay editable.
See pacingPerformance
The campaign sits on the spend and on the deal
Drill from the parent budget to a channel to a campaign. Return uses deals you import, under one definition the screen names.
See performance
Exports
The workbook matches the screen
Take budget, committed, spent, and left into Excel, or print a one-page pacing PDF. The file is the handoff.
See exports
On every line
Tagged before it counts
Campaign, channel, vendor, program, and GL account stay on the transaction. A suggestion waits until a person approves it.
One campaign id
The same id can run from the contract to the line to the deal you import.
A person approves
An extracted amount or tag is a draft until someone accepts it. Drafts stay out of pacing.
A locked month stays
After a month is locked, its budget, commitments, and actuals stay as accepted. Open months stay editable.
Who buys it
Marketing and finance, on the same numbers
For the CMO
Set the parent budget, see what is left this month, and decide where the next dollar goes.
CMOs get finance out of their hair and pull levers with confidence.
For the CFO
Trust budget versus spent, see that a contract was tagged before it counts, and export the same numbers.
CFOs can trust marketing is not lighting money on fire.