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Guide Marketing Budget Planner 5 min read
How to Use the Marketing Budget Planner
Allocate monthly spend by channel and forecast leads, customers, revenue, and net outcome from your assumptions.
Before You Start
- Prepare realistic CPL assumptions for each channel.
- Use recent close-rate and average deal value from your CRM.
Step-by-Step
- Set total budget and conversion economics: Enter total spend, fixed costs, close rate, and average deal value.
- Configure channel allocations: Set allocation percentages and CPL by channel.
- Generate projection: Review projected leads, customers, revenue, and net return.
- Use channel table for reallocation: Shift budget from weaker channels to stronger modeled contributors and re-run.
How to Read the Output
- If allocations do not total 100%, shares are auto-normalized.
- ROAS and projected net are scenario outputs and should be validated against actual lead quality.
Common Mistakes to Avoid
- Using blended CPL from old campaigns that no longer match current market costs.
- Ignoring fixed costs when judging true net outcome.
Use the Tool Now
Run this guide with your real numbers and save your scenario outputs for follow-up planning.