Introducing Budget Board in Zoho Marketing Plus

Introducing Budget Board in Zoho Marketing Plus

Hey everyone,

Marketing Plus enables marketers to collaborate more effectively and manage their marketing efforts, from campaign planning to execution to performance measurement—all on one platform.

One of the most challenging yet critical tasks for marketing teams is to plan their marketing budget and accurately track all their expenditures. Maintaining proper records of all these marketing expenses in a centralized place is itself a challenge. But what if there were a better way to manage all the marketing expenses in one place?


What is Budget Board? 

Budget Board is a space for marketing teams to plan their marketing budgets, add and track marketing expenditures, and make data-driven decisions.

Marketing teams can strategize budget planning for their different brands and delve into detailed time-based allocations, including yearly, quarterly, or monthly plans for different brands.

They can also plan marketing budgets based on different marketing projects, such as a mobile app promotion or a new product launch, and manage the spending for various marketing activities like email campaigns, paid ads, and events.

Why is a marketing budget planning tool important? 

Most marketing teams manage their marketing expenses across multiple spreadsheets and often end up losing track of them. While there are budgeting and expense management tools available in the market, they aren't designed specifically to suit the needs of marketers, nor are they connected to the platforms where actual marketing activities are executed. This often results in one or more of the following problems:
  • The marketing team may end up spending more than the allocated budget.
  • They may be uncertain about how their marketing money is being used.
  • They may lack access to deeper insights, such as geographical marketing expenses, objective-based marketing expenses, activity-based expenses, and others, which hinders marketers' abilities to make data-driven decisions. 
We built Budget Board to address this problem and to help marketing teams plan their budgets, log all their expenses, and categorize them. Budget Board also provides a warning when spending exceeds the allocated budget, ensuring you always stay on track.

How does Budget Board work? 

Let's look at a detailed example:

Step 1: The marketing head determines and allocates a budget for the brand and its different marketing projects.

Step 2: Aware of their allocated budgets, team members can then strategize their marketing activities accordingly.

For instance, if the marketing head has allocated a net budget of $50,000 for a mobile app promotion project and the marketing team conducts multiple activities, such as event marketing and running paid advertisements online, the expenses could be added to the system as follows:

Project: Mobile app promotion
  • Activity 1: Trade show
  • Expense Name: Venue rental
  • Expenses: $15,000

  • Activity 2: Paid ads
  • Expense Name: Adwords
  • Expenses: $2,000


The system stores the data and automatically categorizes all the added expenses.

Additionally, marketers can also upload documents such as invoices or receipts for each expense.

Step 4: At any given time, you can access a comprehensive view of your marketing expenditures through various views and gain all the information you need in few clicks.



We hope this has significant benefits for marketing teams who are looking to manage their marketing expenses more effectively. 

Please read the help document for more information on how you can use budget board for your business. 

Feel free to share any questions, suggestions, or feedback in the comments.

    Nederlandse Hulpbronnen


      • Recent Topics

      • Adding anchor links in Zoho CRM email templates

        I know you can add anchor link in Campaigns, but I dont see the option to that in the CRM email template. Am I missing something?

      • Support “Never End” Option for Recurring Meetings in Zoho Meeting

        Hello Zoho Meeting Team, Hope you are doing well. We would like to request support for creating recurring meetings with no end date in Zoho Meeting. Currently, when scheduling a recurring meeting, Zoho Meeting requires us to select a specific end date.

      • openUrl in blueprints

        My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically

      • Is it possible to pull the Zoho desk data into Zoho analytics in real time

        Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?

      • Item Details Field - New Barcode / Document option?

        Is this a new feature??? its in both books and inventory.

      • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

        Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

      • Introducing the revamped What's New page

        Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

      • Ability to Add YouTube Video to Playlist During Publishing

        Hi Zoho Social Team, How are you? While publishing YouTube videos through Zoho Social, we noticed that the platform currently does not allow selecting a playlist at the time of publishing. Instead, we can only add the video to a playlist after it has

      • Nouveauté dans Zoho Writer - Création de documents et de modèles assistée par l'IA

        Zia, l’assistant IA de Zoho Writer, soutient les utilisateurs dans l’amélioration de leur écriture et la création de contenus : correction orthographique et grammaticale en temps réel, suggestions adaptées au contexte, détection du plagiat, révisions

      • Sharing Form Ownership Among Multiple Users

        I would really like the ability to share form ownership among multiple users. It's frustrating to me that if a co-worker wants to make an edit to a form, I have to transfer ownership to them. It would be great if forms could act like google forms, where multiple people can edit a form and view responses. 

      • Marketer’s Space - Ace Your Spooky-Season Marketing with Pre-designed Templates in Zoho Campaigns

        Hello marketers, Welcome back to another post in Marketer’s Space! We’re in Q4, which means that you have endless opportunities to connect with your audience, starting with Halloween campaigns! In this post, we’ll show you how to design the perfect Halloween

      • Zia expands to China with native features and DeepSeek-powered generative AI features

        Hello everyone, We are glad to support Zia native features and Zia generative AI features for our customers in China. From hereon, all AI-features in Desk will be accessible in China data center with the integration of DeepSeek generative AI model. DeepSeek

      • Email in each module

        We have a contact ,module which then has a link to customer assets which in turn the asset has a multiple link to service visits. When we link assets to customers we choose by name and it brings over the associate email via the lookup. Great feature.

      • Create custom rollup summary fields in Zoho CRM

        Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

      • Global Search placement in the new UI

        Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has

      • Introducing Skill-Based Ticket Assignment

        The goal of every support team is to provide great support, and to do so as fast as they can. To make this possible, it is important that agents spend their time judiciously, especially when they're dealing with a large number of tickets of varying urgency

      • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

        Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

      • Kaizen #213 - Workflow APIs - Part 1

        Welcome to another week of Kaizen! If you have ever managed complex business processes, you know that Workflows are the quiet backbone of any well-run business process. They keep things moving; assigning owners, sending alerts, keeping deals on track,

      • Browser and address bar hide

        Hi, How i can do hide the address bar with browser headline when i am working on the sheet, because i am using (freeze panes) which i want visible for full work. For your reference here i am attached the screen shot and marked yellow lines which really

      • Cells Border

        Hi I am using Zoho Sheet on S Tab , is there any option to make all border of any cell at once. I think this is very basic which we are missing. This is available in mobile but not in tab or suggest if i am missing this function. And for Tab can you give

      • Credit Management: #2 Configuring Right Payment Terms for Credit Control

        Think about the last time you ordered something online and saw that little note at the checkout, "Pay on Delivery" or "Pay later". It's simple, but it actually sets the tone. As a business owner, you know exactly when payment is expected. Now, imagine

      • Zobot and Sales IQ

        What will happen to the Zoho Sales IQ being integrated to the website after creating the Zobot on the website too

      • Workflow workdrive rollout

        Hi! When will workflow be rolled out to all users? Thanks.

      • Zoho Analytics - Make text clickable in underlying data

        Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on the

      • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

        Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

      • ZOHO TEAM INBOX Calendar Integration

        The Problem: Clients send meeting invitations to our TeamInbox address. TeamInbox receives these invites, but we cannot accept them. We do not use individual inboxes for transparency purposes. Ideal Solution: A way to accept calendar invites sent to our

      • Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

        First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the

      • Blueprint status change

        I want to change the Blueprint status of a workflow. The status is completed automatically when I added the record through API call. But I want to make it active, I don't see any options for this. Even if I draw transition from any stage , it is not visible

      • Support french language options

        Greetings, I want to use Zoho with the french language portal, however the supplied translation is not very good (google translate). There are many basic mistakes on the main most important sections (my requests, submit a request). Is there a way for

      • Automation #7 - Auto-update Email Content to a Ticket

        This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly

      • filter broke my data

        I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they

      • Introducing the Workflow and Actions APIs for Zoho CRM

        We are absolutely thrilled to announce the release of Workflow APIs and Actions APIs in Zoho CRM’s v8 API suite! This powerful new set of endpoints gives developers unprecedented programmatic control over business automation. For years, Workflow Rules

      • How to apply customized Zoho Crm Home Page to all users?

        I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: The option to mark a customized

      • Zoho CRM Analytics - Allow To Reorder Dashboards

        I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go

      • Zoho Form URL displays incorrect name

        Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have any

      • Consumers are talking about your business. Are you listening?👂

        A loyal customer might be praising your product in a forum. A frustrated user could be posting a harsh review on a public site. An excited partner may have left a comment on your campaign. A domain expert might be deconstructing your product. A prospect

      • What counts as a Temp for Billing Purposes in Workerly

        I'm considering trying this product but am not sure how the temp count is used for billing purposes. For example, if we keep a large data base of 500 potential workers.....are we billed for that or only if they are assigned to a client at a given point

      • Form name incorrectly displayed in URL

        Hi, I have a form I created called "Design Request form". It displays this way everywhere I look. However, in the URL, it shows up as "DesignJobRequestFormFINAL011325PROOFV1B" and I'm not sure why. I can't find where to fix this. Does anyone have any

      • I can't receive mail

        Hello, I can't receive e-mail. I no longer receive e-mails to the e-mail I received for ​my site. I also edited the DNS settings, but it doesn't work at all.

      • 1‑to‑1 invite missing post-setup (needs re-invite) vs channel invite auto-joins without business prompt

        1. Zoho Cliq 1‑to‑1 external invite The inviter sent a 1‑to‑1 invite to an invitee who didn’t have a Cliq account. After the invitee completed account setup and created a business/organization, the website redirected them to Cliq, where they opened Cliq

      • Next Page