Marketing’s Pro Forma for Strategic Planning, Budgeting & Management
Marketing’s continued push for accountability and attributable revenue contributions have given rise to running marketing as a strategic business unit. Along with this opportunity comes the need to speak the language of management, which at its most fundamental is the language of income, expenses, and profits.
To credibly converse in the language of management, you need to have confidence in your income, expense, and profit projections. Enter a robust pro forma. A pro forma is a forecasted financial statement of expenses and earnings that represents what the actual financial results will be should assumptions hold true.
Download TPG’s straightforward and comprehensive Marketing’s Pro Forma for Strategic Planning, Budgeting and Management to build your own pro forma. It includes guidance on and a template for all the components of a complete pro forma, including:
Program Spend Allocation
Staff and Non-Program Spend Allocation
Statement of Operations
Once you complete this pro forma, you’ll have the financial document your executive team needs to connect your marketing plan and spend to revenue impact. It’s the fastest way to speaking the language of management!
About The Pedowitz Group (TPG) The Pedowitz Group (TPG) is a Revenue Marketing™ company headquartered near Atlanta, Ga. We help our clients change marketing from a cost center to a revenue center. Regardless of where you may be on your Revenue Marketing Journey™, we provide solutions, services and expertise that will get you to the next level and beyond.