Features
Everything you need to run one marketing plan — nothing you don't
Built for a single in-house marketing team, not an agency roster.
Feature list
- 01
Annual/Quarterly Plan Workspace
One ongoing plan for the year, editable all year. It stops being a document you file and starts being the place the plan actually lives.
- 02
Structured Plan Sections
Objectives, channels, positioning and competitive notes each get their own section, so the plan has a shape instead of being a wall of text.
- 03
Version History / Plan Revision Log
Every revision is recorded, so you can show what changed, when, and why — without keeping seven copies of the same deck.
- 04
Line-Item Budget Builder
Build the budget line by line against the plan's channels, so every dollar is attached to something you actually intend to do.
- 05
Budget-vs-Actual Entry & Variance Calculation
Log an actual and the variance calculates itself. No reconciliation pass, no formula to maintain, no stale copy of the numbers.
- 06
Monthly/Quarterly Rollup View
Roll the whole budget up by month or quarter to see where you are against plan without rebuilding a summary tab.
- 07
Budget Benchmarking Module
A BLS OEWS headcount sanity-check on your budget assumptions — an estimating aid computed from your own inputs, never a compensation guarantee.
- 08
12-Month Visual Campaign Calendar
The full year of campaigns on one calendar, so overlaps and gaps are visible before they become a scheduling problem.
- 09
Campaign-to-Budget-Line Linking & Status Tracking
Each campaign links to the budget line funding it, and can't be marked in-flight without one. That link is what stops a campaign getting pulled mid-flight.
- 10
Scheduled Check-In Prompts
A recurring prompt to review plan and budget together, delivered on a schedule rather than whenever someone remembers.
- 11
Plan & Budget Exports (PDF/CSV)
Export the plan or the budget on demand — a branded PDF for leadership, CSV for anyone who wants the raw numbers.
- 12
Guided First-Plan Setup & Template Pre-Fill
A guided wizard pre-filled from a real template, so the first plan starts from something workable instead of an empty page.
Who it’s for, concretely
Priya — Director of Marketing, sole hire
Catching overspend before the board meeting, not in it.
Marcus — Senior Marketing Manager
Exporting a branded variance report for the CFO.
Dana — Marketing Coordinator
Logging actuals without being able to delete history.
Elena — Finance Director
Pulling a read-only rollup herself.
Spreadsheet patchwork vs. MarketPlans
| Aspect | Spreadsheet + deck patchwork | MarketPlans |
|---|---|---|
| Plan freshness | Stale a week after the first draft | Lives and updates all year |
| Budget tracking | Manual reconciliation, ~5 hrs/week | Automatic variance on every logged actual |
| Campaign funding | Checked manually, if at all | Can't go in-flight without a funding line |
| Check-ins | Only when someone remembers | Scheduled, auto-delivered, Growth+ |
| Reporting to leadership | Ad hoc export request | On-demand branded PDF, any time |