Market
MarketPlans keeps one annual plan live, tracks budget vs. actual automatically, and makes sure nothing launches on your campaign calendar without funding behind it.
Overview
A planning and budget-tracking workspace for the single in-house marketer at a 10–200-employee company — not an agency roster, and not another general work-management tool. One annual or quarterly plan with structured sections and a revision log, a line-item budget builder, variance that calculates itself the moment an actual is logged, monthly and quarterly rollups, budget benchmarking, and a 12-month campaign calendar where every campaign links to the budget line funding it. Guided setup pre-fills from a real template, and scheduled check-ins prompt you before the CFO does.
The problem
Most SMB marketing budgets live in ad hoc spreadsheets, and the cost shows up three ways: overspend discovered at the board meeting rather than before it, hours every week reconciling budget vs. actual by hand, and campaigns pulled mid-flight because nobody checked whether they were funded.
Key features
- Annual/quarterly plan workspace with structured sections and a plan revision log
- Line-item budget builder with budget-vs-actual entry and automatic variance calculation
- Monthly and quarterly rollup views, plus a budget benchmarking module
- 12-month visual campaign calendar with campaign-to-budget-line linking and status tracking
- Scheduled check-in prompts so the plan gets revisited before quarter-end
- Plan and budget exports to PDF/CSV, available for the life of the subscription and 90 days after
- Guided first-plan setup pre-filled from a real template
Benefits & outcomes
- Catch budget overspend before the board meeting, not at it
- Stop reconciling budget vs. actual by hand
- Stop campaigns going in-flight without a funding line behind them
- Keep one plan live all year instead of rebuilding it each quarter