Marketing Budget Template

Instructions

Use this tool to set and track your marketing budget.

1. In the "Marketing Budget" tab, record your budget categories and allocated budgets.

2. Each month, track your spending by inserting the actual amount of money spent for each category.

3. View the automatically generated Dashboard charts in the "Actual vs Budget", "Spending Summary" and "Budget Category Breakdown" tabs.
 Marketing Communications Budget Template

Marketing Budget
Year To Date Budget
Budget Categories Total Budget
Spend Remaining
% Remaining Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Software & Subscriptions $85,000 $61,000 $24,000 28% $15,000 $15,000 $15,000 $15,000 $1,000

Public Relations $35,500 $20,820 $14,680 41% $500 $20,000 $100 $50 $20 $25 $50 $75

Advertising (print) $12,000 $1,140 $10,860 91% $300 $600 $200 $40

Advertising (online) $60,000 $55,000 $5,000 8% $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000 $5,000

Content Production $36,000 $34,000 $2,000 6% $500 $30,000 $500 $1,500 $1,000 $500

Events & Sponsorships $180,000 $61,500 $118,500 66% $20,000 $40,000 $1,000 $500

Creative Agency Fees $240,000 $240,000 $0 0% $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000 $20,000

Contact Lists $36,000 $14,300 $21,700 60% $12,000 $2,000 $300

General Admin $15,000 $3,260 $11,740 78% $50 $340 $2,000 $400 $200 $50 $200 $20

Memberships & Associations $25,000 $26,000 -$1,000 -4% $0 $10,000 $5,000 $1,000 $10,000

Totals $724,500 $517,020 $207,480 29% $73,350 $140,340 $49,600 $42,200 $25,550 $26,570 $26,240 $36,025 $25,070 $25,575 $26,500 $20,000

Cumulative Spend $73,350 $213,690 $263,290 $305,490 $331,040 $357,610 $383,850 $419,875 $444,945 $470,520 $497,020 $517,020
 Actual Spend vs Budget
Year to Date Spend Budget
$300,000

$250,000 $240,000

$200,000
$180,000

$150,000

$100,000 $85,000

$60,000
$50,000 $35,500 $36,000 $36,000
$25,000
$12,000 $15,000

$0
Software & Public Advertising Advertising Content Events & Creative Contact Lists General Membership
Subscription Relations (print) (online) Production Sponsorship Agency Fees Admin s&
s s Associations
 Spending by Month
Spending by Month Total Cumulative Spend

Cumulative Spend Total Budget

$160,000
$800,000

$140,000
$700,000

$120,000
$600,000

$100,000
$500,000

$80,000 $400,000

$60,000 $300,000

$40,000 $200,000

$20,000 $100,000

$0 $0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
 Allocated Budget Year to Date Spend

$85,000 Software & $61,000 Software &

$36,000
Subscriptions Subscriptions

$35,500 Public Relations Public Relations

$15,000 $25,000 $12,000 Advertising (print) $26,000 Advertising (print)

$14,300 $3,260
Advertising (online) $20,820 Advertising (online)
$1,140 $55,000
$60,000
Content Production Content Production

Events & Events &

$240,000
Sponsorships Sponsorships
$36,000
$34,000
Creative Agency Creative Agency
Fees $240,000 Fees

Contact Lists Contact Lists

$180,000
General Admin $61,500 General Admin

Memberships & Memberships &

Associations Associations