The Forecasting and Budgeting assessment tool
Become a Marketing Budgeting Legend.
Understand your current forecasting and budgeting maturity in 3 easy steps.
Step 1 – Complete the budgeting assessment
Step 2 – Receive your results in your inbox
Upon submitting the assessment we will email you your marketing budgeting results with your maturity score. This score compares you to the industry so you know how you shape up.
Step 3 – Get your personalised actions
Read through your personalised plan. You will have your overall score and an immediate set of next steps. Furthermore there are 4 marketing budgeting disciplines, each with its own tasks, which are unique to you.
Find out how you measure up to others and take the assessment?
What are the marketing budgeting maturity levels and what do they mean?
Only plan only on an annual basis and don’t use tools or benchmarks to measure performance & ROI or forecast ahead.
Have started to do basic benchmarking and revisit their budget within the year based on performance, collaborating across the digital and non-digital channels.
Regularly evaluate performance and ROI based on cost metrics and adjust budgets within a common channel approach.
Integrated teams using profitability metrics and benchmarks on a systematic basis to forecast and rebuild budgets regularly from the ground up across a synergistic digital and non-digital schedule, with results informing senior management’s strategic planning.
What the marketing budgeting assessment looks like
Your maturity overall
Your performance across the 4 disciplines
Detail actions per discipline
Recommended next steps
People also ask . . .
Your assessment is tailored to you and your current maturity level. You do not get a generic report or research findings. You get a personalised set of prescriptive actions to help you improve your maturity level.
This is not only provided at an overall level, but at each of the 4 disciplines.
Yes you can. We created an industry benchmark based on research we previously carried out.
We have created an overall average which can use to see your maturity against others.
We also created specific industry averages within each of the 4 disciplines (measurement, tools, forecasting and budgeting).
Yes each of the recommendations are specific to you. There are over 120 different actions which we have created, but you will only see the ones based on the answers you gave.
You will have overall recommendations and specific actions within each of the 4 disciplines.
There are four disciplines that make up part of the marketing budgeting assessment.
1. Measurement: Using KPIs which help you understand web site profitability. Experts look at overall return on investment (ROI) by looking at both channel and device. They also have their results used by senior management to help shape the direction of the organisation.
2. Tools: Are technologies which help with the measurement and assessment of your performance compared to your peers/competition. Experts will use industry benchmarks and compare their results over time. They will also export their web analytics data and combine it with other sources to understand visitor behaviour.
3. Forecasting: Outlining how much revenue or leads, based on the forecasted traffic, you can expect in a given year. It helps you set you budget based on the forecasted traffic. Experts used outcomes based metric to help with their forecasting and they update the forecast regularly. Forecasts are created by looking at profitability overall to help derive traffic needed.
4. Budgeting: Defining how much you spend on marketing in a given year. What makes an expert is how the budget is defined, how often it is updated and the integration of offline and online activities into a single budget.
Below is some recommended marketing budgeting content, we have picked out. This content is mixture of resources to help you through to other articles which help understand more about marketing budgeting.
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