Users can document the revenue goal for the business and define the marketing strategies and objectives that will deliver it. Each strategy can have one or multiple marketing programs assigned, each with its own specific set of tactics or activities.
At every level, planned and actual budgets can be recorded to help keep spend on track, and actual results can be pulled automatically from a connected CRM.
Marketing leaders can instantly see and share the plan with stakeholders. Built-in filters and calendar views remove the need for multiple spreadsheet versions and repeated presentation decks. Dashboards display headline data such as marketing return on investment (MROI), planned versus actual spend, and which programs or strategies are on track or behind.
Teams can collaborate on a single plan, avoid version control issues, and maintain a consistent planning template. Hours previously spent by marketing leaders consolidating plans into a global or corporate view are now handled automatically.
By integrating plan documentation, budget data, and key performance metrics, the marketing framework remains coherent, transparent, and accessible, allowing teams to focus on executing the plan and driving business growth.