Marketing finance

Intelligent solutions for marketing finance

Stop debating spreadsheets and start making agile marketing investment decisions that drive predictable, profitable growth.

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Dashboard titled Regional Budget Management. Top left shows Budget Allocation Status R3 table with values for FY18 and quarters Q1–Q4, listing Planned Unapproved, Planned Approved (1,223,000), Committed (294,400–270,300), Spent (480,000+), Rejected, Cancelled, Total Forecast (1,223,000–156,000), Total Budget (2,002,528–334,528), and Available Funds (777,528–178,528). Middle chart compares Total Budget, Total Forecast, Excess Funds, and Gap in Funds for FY18 and Q1–Q4 FY18. Right chart shows bar graph for Target vs Forecast with a line for Attainment %. Below, Campaign Budget Requests includes buttons: Create Budget Request, Delete Budget Request, Activities Creation Process, Reset Marketing Budget Requests. Bottom table Budget Request Details lists campaigns (Twitter, SEM, Facebook, YouTube, Reddit, Display, TV, Affiliate Influencer, etc.), aligned initiatives (Brand Consistency, Consumer Centricity), dates, requested funds (50,000–250,000+), expected revenue, and statuses (New, Planned, Released, Approved by CMO, Canceled, Auto Approved, Rejected by Regional Manager).

Transform from cost center
to growth driver

Align your marketing finance, operations, and campaign teams on a single platform, automating complex financial workflows to connect spend to performance and prove the value of every dollar.

2024 ISG Research Revenue Performance Management Buyers Guide

Learn why Anaplan has been recognized as an “Overall Leader” across every aspect of go-to-market planning.

Read the report
Quadrant chart titled Revenue Performance Management – ISG Buyers Guide. The x-axis is labeled Product Experience (Merit to Innovative) and the y-axis is labeled Customer Experience (Assurance to Exemplary).

Connect your marketing spend to business growth

Instill financial discipline across your marketing organization with a comprehensive suite of capabilities to manage the entire investment lifecycle with speed, agility, and financial control.

Dashboard titled Operating Expense (OpEx) Planning. Left panel shows status by category: G&A in progress, Salaries & Benefits above target, R&D above target, T&E not started, and Marketing reviewed. Bar chart compares target, bottom-up forecast, and PlanIQ forecast across expense categories. Table displays variance by category with status labels and review indicators. Right panel includes planning calendar, workforce reconciliation, variance report, and budget submission notice due April 30th.

Top-down budget planning

Cascade financial targets from the CFO to marketing leaders and plans instantly.
Dashboard titled Regional Budget Management. Budget Allocation Status table shows planned, committed, spent, rejected, and available funds by fiscal year. Charts display total budget, forecast, excess funds, gaps, and attainment percentages. Section Campaign Budget Requests includes controls for creating, deleting, and resetting requests. Budget Request Details table lists campaign names, aligned initiatives, market dates, requested funds, expected revenue, status, override status, submission status, and next step approvals.

Bottom-up spend management

Manage and forecast campaign spend, purchase orders, and vendor spending in one place.
Dashboard titled Integrated Financial Statements. Large table details product revenue, service revenue, total revenue, cost of sales, operating expenses, gross margin, EBITDA, pre-tax income, income taxes, and net income by month with totals for FY23. Right panel highlights selected forecast, reporting currency, and comparison settings. Bottom section includes bar charts comparing historical, actual, forecast, and version amounts from Jan 23 to Dec 23.

Spend reconciliation automation

Connect general-ledger actuals to campaign spend for a single, trusted view of your budget.
Dashboard titled Marketing ROI Review. Regional ROI table shows investments, revenue, and ROI estimates for US Central, US West, US East, US South, and Americas. Campaign ROI table includes sub region, investment, attributed revenue, ROI percentage, variance, regional rank, and national rank, with color-coded performance indicators. Chart on the right compares regional ROI with bar and line visualization of revenue vs ROI percentage.

Investment scenario planning

Model the ROI of investment scenarios before you commit a single dollar.

Top marketing finance leaders
plan with Anaplan

Featured resources

Best practices and valuable insights to improve your marketing finance performance.

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On-demand webinar

Connecting marketing planning to performance: A conversation with Anaplan, Deloitte, and Netflix

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On-demand webinar

Demystifying marketing’s impact: Linking plans with revenue outcomes

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Solution brief

Improving trade promotion planning to drive better, faster results

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Datasheet

Anaplan + Adobe Workfront

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Solution brief

Operating expense planning

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Report

2024 ISG Research Revenue Performance Management Buyers Guide

Discover the platform marketing leaders trust.
Be the next.

Marketing teams around the world rely on Anaplan to connect spend to performance. Shouldn’t you? 

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A tablet displaying the Anaplan Bottom-Up Revenue Forecasting interface. The screen shows scenario selection, forecast types, and a combined bar and line chart for monthly sales growth.