Budget Planning & Tracking

Track every
marketing rupee

Across campaigns. Across teams.
In real time.

Annual Budget & Outlook

Active
Configure Annual Budget, Split and Allocate to Categories seamlessly
Annual Budget
₹18.26 Cr/ ₹26 Cr
Outlook Q1
₹4.89 Cr/ ₹6 Cr
Outlook Q2
₹0/ ₹0
Outlook Q3
₹0/ ₹0
Outlook Approved
₹6 Cr
Budget Activated
₹4.89 Cr
PO Committed
₹4.89 Cr
Invoice Payable
₹4.89 Cr
Brand FamiliesQ1 Total OutlookBudget ActivatedPO CommittedInvoice Payable
Brand Family 1₹01.60 Cr₹40.32 Lacs₹02.60 Cr₹25.45L
Category A₹60.32 Lacs₹20,000₹02.60 Cr₹25.45L
Brand 1₹20.32 Lacs₹40.32 Lacs₹02.60 Cr₹25.45L
Brand 2₹20.32 Lacs₹20,000₹02.60 Cr₹25.45L
100% budget visibility
3x faster approvals
Zero quarter-end surprises

Marketing budgets areungovernable 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 SAP, COUPA, OR AN MRM TOOL?

These tools govern procurement. Not marketing.

✗Budget hierarchy follows cost centres, not campaigns
✗No campaign brief-to-budget linkage
✗Marketing teams locked out of finance workflows
✗Approval flows built for procurement, not brand ops
What This Costs You

The cost of poor visibility

Budget leakages

Untracked spend erodes your investment.

Misaligned allocations

Money flows to the wrong campaigns.

Delayed decisions

By the time you know, it's too late.

Audit stress

Loss of control when it matters most.

Real-time Visibility

See every rupee
As it moves

Live dashboards show allocated, committed and spent — updated as POs are raised. Finance and marketing see the same number.

100% budget visibility

Annual Budget & Outlook

Active
Outlook Approved
₹6 Cr
Budget Activated
₹4.89 Cr
PO Committed
₹4.89 Cr
Invoice Payable
₹4.89 Cr
₹18.26 Cr consumed of ₹26 Cr annual budget
70% utilized
Brand FamiliesQ1 OutlookActivatedCommitted
Brand Family 1₹1.60 Cr₹40.32L₹02.60 Cr
↳ Category A₹60.32L₹20,000₹02.60 Cr
↳ ↳ Brand 1₹20.32L₹40.32L₹02.60 Cr

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₹1.60L₹40.32L₹40.32L₹40.32L
Activity 2₹0₹0₹0₹0
Structured Hierarchy

One architecture for every
brand, region
and channel

Build your budget structure once. No more manual consolidation across teams or versions.

Zero manual consolidation
Governed Approvals

Approvals that
follow rules,
not inboxes

DoA-based workflows route every request automatically. Full audit trail. No email chains.

3x 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.

Budget Consumption Tracker

Live spend vs plan — updated in real time
Budget Allocated
₹26 Cr
PO Committed
₹18.5 Cr
Invoice Processed
₹12.3 Cr
Balance Available
₹7.5 Cr
InvoicedCommittedAvailable
Chain StageAmountStatusLink
Budget Approved₹26 Cr✓ Active—
Plan Created₹18.5 Cr✓ Linked→
PO Raised₹14.2 Cr✓ Committed→
Invoice Received₹12.3 Cr⏳ Processing→
Paid₹8.1 Cr✓ Settled→
Linked Spend Tracking

Budget, Plan, PO, Invoice
Now connected

Every rupee traceable from allocation to invoice. No reconciliation guesswork.

End-to-end traceability
Easy Reallocation

Move budgets fast
Keep governance intact

Reallocate unused budgets mid-campaign with approval workflows intact. No version confusion.

Instant reallocation

Reallocation — Confirmation

FY 2025-2026 | Reallocation Amount: ₹8,50,000
DEBIT SIDE BALANCES
Q1 (April 2024 - June 2024)
Brand Family: Brand A
Category: Category A
Sub Category: Retainer Fee-B
Month: April
Current Balance₹25,00,000
Debit Amount−₹8,50,000
Balance After Debit₹16,50,000 (-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₹12,00,000
Credit Amount+₹8,50,000
Balance After Credit₹20,50,000
1AMOUNT SETUP
2SEND FOR APPROVAL
How We Compare

Built for marketing budget management

Not adapted from procurement.

FeatureBrandintelléExcel / SheetsSAPCoupaGeneric MRM
Marketing-specific budget hierarchy✓✗✗~~
Real-time consumption vs plan✓✗~~~
Budget linked to campaign briefs✓✗✗✗~
DoA-based approval workflows✓✗✓✓~
Budget → PO → Invoice linked flow✓✗~~✗
Easy mid-campaign reallocation✓~✗✗~
Audit trail on every budget change✓✗✓✓~
Finance + marketing in one system✓✗✗✗✗
Built for marketing team workflows✓✗✗✗~
MagicLink approvals without login✓✗✗✗✗

Comparison reflects typical out-of-the-box capabilities for marketing teams. Custom implementations may vary.

The Transformation

From spreadsheet chaos
to governed clarity

Before
The spreadsheet struggle
✗Budgets in complex Excel files across teams
✗Approvals over long email chains
✗Manual reconciliation across plans, POs and bills
✗No audit trail for budget changes
✗Difficult to reallocate unused budgets
✗No real-time visibility into consumption
After
The governed system
✓Structured hierarchy across brands, regions, channels
✓Automated approval workflows with clear ownership
✓Real-time tracking of allocated, committed and spent
✓Linked flow from budget → plan → PO → invoice
✓Easy budget reallocation during campaigns
✓Single source of truth for marketing spend
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 a live DoA-based approval from request to sign-off.

Live spend tracking

Watch how budget, PO, and invoice data update in real time.

In your next review,
everything can change

100%
Budget visibility
Every rupee tracked in real time.
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
SAP
Ariba
Oracle NetSuite
Tally
Coupa

API integrations available for custom connections.

Enterprise-grade security. Built in

SOC 1 Type 2 & SOC 2 Type 2 Certified
Infrastructure
Encrypted hosting, secure transmission.
Access Controls
Role-based permissions, secure APIs.
Compliance
Regular audits, SOC 1 & SOC 2 certified.
You Are Here

Budget Planning is where
the chain begins

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

Budget
You are here
B
P
Plan
Source
S
E
Execute
Proof
P
P
Provisioning
Invoice
I
P
Payment
Impact
I
←Budget Planning & Tracking — Module 1 of 6Sourcing & Plan Approvals →