Siebel Marketing User Guide > Planning and Budgeting for Marketing > Creating and Submitting Budget Requests >

About Developing and Tracking Budgets for Marketing Plans

The Marketing Plans screen also shows summary financial information based on items associated with the plan. This topic explains the source for each of the financial fields on the Marketing Plan.

Use the Marketing Plan form to review the forecast and actual expenses for the campaigns, events and programs in your organization. The marketing plan provides the following categories of values for viewing financial information:

• Requested and Assigned Budget. The Plan Tactics view tab contains two fields that show how much money the plan owner has requested (Requested Budget) and how much money has been approved by the budget owner (Assigned Budget). These fields can be edited.
• Forecast and Actual Expenses. The total forecast and actual expenses across tactics in the marketing plan.
  • Forecast Expenses. Total forecast expense value for expense records associated with the tactics (programs, campaigns, and events) in the marketing plan.
  • Actual Expenses. Total actual expense value for expense records associated with the tactics in the marketing plan.

    The following table identifies the location of expense data for each type of tactic.

    Tactic Type	Where to Find the Input Data
    Event Plans	Events screen > Event Plans > Plan > Expenses
    Events	Events screen > Plan > Expenses
    Programs	Programs screen > Plan > Expenses Campaigns screen > Plan > Expenses (for campaigns associated to programs)
    Standalone Campaigns	Campaigns screen > Plan > Expenses

• Forecast and Actual Revenue. The total actual expenses and revenues across tactics in the marketing plan. The Plan Details view tab includes a Financial Summary section summarizing total revenues for the tactics in the plan.

  The following table identifies the location of revenue data for each type of tactic.

  Tactic Type	Where to Find the Input Data
  Campaigns	Campaigns screen > Plan view tab > Goals link
  Event Plans	Events screen > Event Plans link > Plans view tab > Revenue link
  Programs	Programs screen > Plan view tab > Goals link

  • Forecast Revenue. A total of forecast values for revenue goals such as forecast amount for tactics in the marketing plan.
  • Actual Revenue. The Total Order Revenue for orders associated with a tactic using values obtained from the Oracle Business Intelligence Server after the Siebel Data Warehouse is populated from the Siebel transactional database. If the value from the Oracle BI Server is not integrated into your environment, the value is blank.