Associating Campaign Budgets

You can decide to associate a budget with a campaign. Doing so enables financial reporting on campaigns by line item expenditure and comparison of budgeted costs with actual costs. Associating expected revenue and tracking the opportunity value associated with a campaign facilitates the calculation of the return on investment for the campaign as well as the cost for each prospect or cost for each opportunity.

Budget items can be added to both campaigns and programs. Program line items roll up to the campaign but are listed separately. The following table defines the fields that apply to both campaign budget line items and program budget line items:

Field	Description
Expected Revenue	Estimated revenue during campaign planning.
Forecasted Revenue	Derived (or entered manually) from opportunities that have been imported into Oracle CRM On Demand Marketing and associated with this campaign and program.
Actual Revenue	Derived (or entered manually) from closed opportunities.
Cost	Calculated by unit (impression). It is a fixed cost.
Adjustment	Might be an additional budget amount added, which can be tracked separately from the overall budget. For example, a business partner contributed $500 to the cost of the January newsletter.

To associate a budget with a campaign

1. Display the Campaign Details screen, and click Add in the Campaign Budget and Expected Revenue Section of the Campaign Details screen.

2. Click Add Line Item.

3. In the Line Item Type menu choose either:

   • Campaign Budget

   • Campaign Expected Revenue

4. Add the estimated budget line items including Type, Name, Applicable Date and budget amount (Do not insert symbols or decimal points).

5. Each line item added appears in the list of Campaign Level Figures.

   After adding each line item the Add Line Item screen refreshes.

6. When you have finished adding line items, click Back.

To add program level budget information

1. Create the programs related to a campaign.

   Under the Campaign Finance Details, a section for the program related budget and cost items appears.

2. Click Add Line Item, and fill in the fields.

3. When finished, click Back.

   The Campaign Finance Details screen appears.