Budget Planning & Tracking

Track every marketing dollar

Across brands, regions and teams.

Annual Budget & Outlook

Active
Configure Annual Budget, Split and Allocate to Categories seamlessly
Annual Budget
$2.1M/ $3M
Outlook Q1
$560K/ $680K
Outlook Q2
$0/ $0
Outlook Q3
$0/ $0
Outlook Approved
$680K
Budget Activated
$560K
PO Committed
$560K
Invoice Payable
$560K
Brand FamiliesQ1 Total OutlookBudget ActivatedPO CommittedInvoice Payable
Brand Family 1$180K$150K$125K$85K
Category A$180K$150K$125K$85K
Brand 1$120K$100K$85K$60K
Brand 2$60K$50K$40K$25K
One budget numberFaster approval cyclesNo quarter-end surprises
The problem

Marketing budgets are ungovernable in spreadsheets

And other tools don't help either.

COMING FROM EXCEL / SHEETS?

Your budgets are only as current as the last person who saved the file.

  • Excel errors & broken roll-ups
  • No audit trail on approvals
  • Budget and actuals never match
  • No link between estimate, PO and bill

USING OTHER TOOLS?

They govern procurement. Not marketing.

  • Budget hierarchy follows cost centers, not campaigns
  • No campaign brief-to-budget linkage
  • Marketing teams locked out of finance workflows
  • Approval flows built for procurement, not brand ops
Compare Brandintellé →
What it costs you

The cost shows up at three moments

1

Mid-quarter: "How much is left?"

No one can answer without a day of chasing sheets and POs. Money sits idle or gets overspent.

Idle or overspent budget
2

Quarter-end: the scramble

Unused budget is found too late to move, and bills get booked against the wrong line.

Lapsed budget, wrong books
!

The review: "Why did this money move?"

There's no record of who moved it, when or why, so the audit becomes a reconstruction.

An audit you have to rebuild
Live Visibility

See every dollar
As it moves

Live dashboards show allocated, committed and spent — updated as POs are raised. Finance, brand managers, category heads and media teams all work from the same live number.

One budget number

Annual Budget & Outlook

Active
Outlook Approved
$680K
Budget Activated
$560K
PO Committed
$560K
Invoice Payable
$560K
$2.1M consumed of $3M annual budget
70% utilized
Brand FamiliesQ1 OutlookActivatedCommitted
Brand Family 1$180K$150K$125K
↳ Category A$180K$150K$125K
↳ ↳ Brand 1$120K$100K$85K
↳ ↳ Brand 2$60K$50K$40K
Structured Hierarchy

One architecture for every
brand, region
and channel

Build your budget structure once. No more manual consolidation across teams or versions. Break the annual budget into quarters, then down as deep as you need: brand, region, channel, even dealer.

No manual consolidation

Create Outlook

Q1
Add new budget line item by Brand Family and Categories.
Select 1 Brand Family
Brand Family 1▾
Select Category
Category A▾
Brand Variant → Expense Group → Expense Type → Activity
ActivityQ1AprilMayJune
Brand Promotion
Agency fee$0$0$0$0
Activity 2$0$0$0$0
Expense Type
Activity 1$1,800$46K$46K$46K
Activity 2$0$0$0$0
Governed Approvals

Approvals that
follow rules,
not inboxes

Approval-limit based workflows route every request automatically. Full audit trail. No email chains. Approve from the mobile app.

Faster approval cycles

Modify Outlook

Need Help?
→
Create Outlook
Submit quarterly outlook requests for a single Brand Family. Requires approval.
→
Reallocate between Sub Categories
Reallocate funds between groups. Does not impact overall outlook but requires approval.
→
Increase Outlook
Increase sub category outlook. Impacts overall quarterly outlook amount and requires approval.
→
Decrease Outlook
Reduce existing sub category outlook. Instantly reduces with no approval required.
Linked Spend Tracking

Budget, Plan, PO, Invoice
Now connected

Every dollar traceable from allocation to invoice. No reconciliation guesswork. SAP stays your system of record. Marketing line items are tracked here.

End-to-end traceability

Budget Consumption Tracker

Spend vs plan — updated as POs and bills come in
Budget Allocated
$3M
PO Committed
$2.1M
Invoice Processed
$1.4M
Balance Available
$900K
InvoicedCommittedAvailable
Chain StageAmountStatusLink
Budget Approved$3M✓ Active—
Plan Created$2.1M✓ Linked→
PO Raised$1.6M✓ Committed→
Invoice Received$1.4M⏳ Processing→
Paid$920K✓ Settled→
Easy Reallocation

Move budgets fast
Keep governance intact

Reallocate unused budgets mid-campaign with approval workflows intact. No version confusion. Every move is logged: who moved money from A to B, and why.

Instant reallocation

Reallocation — Confirmation

FY 2025-2026 | Reallocation Amount: $9,700
DEBIT SIDE BALANCES
Q1 (April 2024 - June 2024)
Brand Family: Brand A
Category: Category A
Sub Category: Retainer Fee-B
Month: April
Current Balance$28,400
Debit Amount−$9,700
Balance After Debit$18,700 (-34%)
CREDIT SIDE BALANCES
Q1 (April 2024 - June 2024)
Brand Family: Brand B
Category: Category A
Sub Category: E-Commerce B
Month: June
Current Balance$13,600
Credit Amount+$9,700
Balance After Credit$23,300
1AMOUNT SETUP
2SEND FOR APPROVAL
See It In Action

Explore the platform yourself

A full clickable walkthrough of the Budget Planning module — every workflow, every screen, as it really works.

Budget breakdowns

Annual budgets broken down by brand, region and channel.

Approval workflows

Walk through an approval from request to sign-off.

Live spend tracking

Watch how budget, PO and invoice data update as each step happens.

In your next review, everything can change

One number
Budget visibility
Every dollar tracked as POs and bills come in.
Clear
Allocations
No ambiguity about where budget sits.
ROI
Grounded discussions
Walk into every review with live spend data behind every decision. No more estimating or reconstructing numbers.
Integrations

Sits above your ERP
Not replacing it

Budget data flows cleanly into your existing financial systems.

BrandintelléMarketing governance layer

API integrations available for custom connections.

Enterprise-grade security. Built in

SOC 1 Type 2 and SOC 2 Type 2 audited
Infrastructure
Encrypted hosting, secure transmission.
Access Controls
Role-based permissions, secure APIs.
Compliance
SOC 1 and SOC 2 Type 2 audited. GDPR compliant, with EU data hosting.
You Are Here

Budget Planning is where the chain begins

Every governed marketing operation starts here — and flows all the way to impact.

BudgetPlanSourceExecuteProofProvisioningInvoicePaymentImpact
FAQ

Frequently asked questions

Do we have to change how we plan budgets?

No. It follows your current annual and quarterly process and replaces the spreadsheets, not the process.

Does it replace SAP?

No. SAP stays your system of record. Brandintellé tracks the marketing line items and connects to SAP.

How detailed can the budget go?

From annual to quarters, then by brand, region, channel and activity, down to dealer level.

Can we move budget mid-year?

Yes. Reallocations go through your approval workflow, and every change is logged with who made it and why.

Can approvers sign off on their phone?

Yes, through the mobile app.

Can it match our budget structure?

Yes. The hierarchy and workflows are set up to match how your company plans.

←Budget Planning & Tracking — Module 1 of 8Sourcing & Plan Approvals →