Budget vs spend by month
The fund split by the monthly spend plan against each month's spend; the line tracks spend %.
At a glance
For the selected filters and period.
Monthly comparison
Variance is budget minus spend. Red means the month went over budget.
Spend against budget per store
Sorted by budget size.
Share of total spend
Where the money went.
Store breakdown
Annual budget is the full amount from Data › Stores. Planned is the part of it the monthly spend plan puts in the selected period. Balance is the annual budget minus everything spent to date. Select a column header to sort.
Planned budget by month
Each store's annual marketing budget from Data, split across the year by the monthly spend plan.
Spend against budget per category
Sorted by budget size.
Share of total spend
Where the money went.
Category breakdown
Annual budget is the category's % of the store budget. Planned is the part the monthly spend plan puts in the selected period. Balance is the annual budget minus everything spent to date. Select a column header to sort.
Planned budget by month
Each category's annual budget split across the year by the monthly spend plan.
Budget against spend to date per brand
Each brand's total budget next to everything spent so far this year.
Share of spend
Brand spend in the selected period, from Upload › Brand wise.
Brand breakdown
Balance is the total budget minus everything spent to date. Select a column header to sort.
Spend by month
Monthly spend uploaded for each brand in Upload › Brand wise.
Preview
Nothing loaded yet. Choose Upload on a month to see its rows here before saving.
Expected columns
Your columns don't need these exact names: after you choose a file, a mapping window lets you match each field to your own column.
Countries and currencies
These countries appear in every Country dropdown in Marketing Budget, and each one has its own Data and Upload. The rate converts a country's currency into the reporting currency for "All countries" totals.
Add a country
Reporting currency
Used when "All countries" is selected. Every country is converted into this currency with its rate.
Stores
These budgets fill the Budget column on the Store wise page, split by month using the monthly spend plan. Every store here also appears in the Country, Emirate / State and Store filters.
Add a store
Leave Budget % empty to have it worked out from the store's share of the total budget.
Bulk upload
Columns: Store, Emirates/States, Marketing Budget, Budget %. Rows with the same store and emirate / state are added together. Untick the box to update or add to the current list instead.
By emirate / state
This country's store marketing budget grouped by emirate or state.
Percentage of spend for each month
Enter each month's share based on last year's performance. The 12 months need to add up to 100%. Changes save as you type. The amount under each month is that share of the total store budget.
Upload and download
Columns: Month, Percentage. One row per month.
Brands
Each brand's fund or budget and its share of the total.
Add a brand
Add brands one at a time here, or use bulk upload for many at once.
Bulk upload
Columns: Brand, Fund/Budget. Existing brands are updated by name; new ones are added.
Monthly brand spend is uploaded in Upload › Brand wise.
Marketing categories
Each category's budget is its spend plan % of this country's total budget (Store wise + Brand wise). These budgets fill the Category wise page, split by month using the monthly spend plan.
Add a category
The categories should add up to 100% of the store budget.
Bulk upload
Columns: Category, Percentage. Existing categories are updated by name; new ones are added.
Departments
Each department has its own currency and monthly P&L uploads. The rate converts its currency into AED for the "All departments" view.
Add a department
Upload each month's P&L exactly as exported from the ERP. Uploading into a month replaces only that month.
Match P&L lines
Choose Upload on a month. After you match the columns, pick which P&L line is Revenue, Cost of sales and so on. Your choice is remembered for this department.
What the file needs
PDF from the ERP: upload it as it is. The app reads the Revenue, Cost of Sales, Income and Expenses sections and their totals, and removes the account codes from line names. Excel or CSV: any layout with one column of line names and one of amounts.
- Title rows above the headings are fine; the mapping window finds the heading row.
- If Gross profit or Net profit isn't a line in the file, choose "Calculate" and it's worked out.
- Amounts in brackets, like (1,250), are read as negative.
Type in a cell and press Enter. Start with = for a formula, for example =C3/B3, =SUM(B3:B14), =IF(C3>=B3,"Achieved","Short") or ='Other sheet'!B5. While typing a formula, click a cell to add it. Copy and paste works with Google Sheets and Excel. Supported functions: SUM, AVERAGE, MIN, MAX, COUNT, COUNTA, IF, IFERROR, AND, OR, NOT, ROUND, ROUNDUP, ROUNDDOWN, ABS, INT, MOD, SUMIF(S), COUNTIF(S), AVERAGEIF, SUMPRODUCT, VLOOKUP, MEDIAN, PRODUCT, CONCATENATE, LEN, UPPER, LOWER, TRIM.
Assign a job
The date and your name are filled in automatically.
Jobs
Team
Staff in this channel and their open jobs. Select a name to see their jobs.
Department channels
Each channel is a department with its own jobs and conversation.
Staff in channels
Who can use each channel. Users and their access are managed in Settings › Users and access.
Departments
Each department has its own calendar for every country.
Countries
Countries in the Calendar's country list. Each country keeps its own calendars.
Years
Years available in the Year dropdown.
Campaign colours
Colours offered when adding a campaign to a day. Existing campaigns keep their colour.
Colours and theme
Choose a theme, or pick each colour yourself. It applies to every calendar and to the PDF export.
Ask about your data
Answers come only from sections you can open, calculated from the same data as the dashboards.
Assistant settings
Who can chat, and who can see this page, is set per user in Settings › Users and access (AI Assistant). The assistant only ever reads sections the person asking can open.
Chat logs
Every question, the answer given, and whether access was refused.
Users and access
Add, edit or remove everyone who can sign in, and choose exactly which sections and channels each person can open. Up to 200 users.
General
Applies across the app.
Currencies are set per country in Marketing Budget › Settings.
Password reset emails
"Forgot password?" emails a 6-digit code to the user. This app has no mail server of its own, so it sends through a free EmailJS account (emailjs.com, 200 emails a month free).
In the EmailJS template, set To email to {{to_email}} and use {{to_name}}, {{otp}}, {{valid_minutes}} and {{app_name}} in the message.
Branding
The app's name and logo in the sidebar and on the sign-in page, and the text people see before they sign in.
AI Assistant: text and logo
Change what people see in the chat window and on the chat button. Use {name} in the welcome title for the person's first name.
Full backup and restore
Everything in this app, saved as one file (or several numbered parts of up to 100 MB each for large data): users and access, Marketing Budget (every year and country), E-Commerce Analytics, E-Com Target X Actual, Communication Channel with attached files, Purchase Analysis and settings. Keep it somewhere safe; restoring it brings the whole app back on this or another computer.
Automatic daily backup
While the app is open in this browser, a full backup is made every 24 hours and saved to this computer's Downloads (point Downloads at a Google Drive folder to send it to Drive). Small backups can also be emailed. It checks every 15 minutes, so keep the app open on a computer that's used daily.
Uses the Service ID and Public key from Password reset emails. In the EmailJS template set To email to {{to_email}}, and under Attachments add a Variable attachment with parameter name backup_file and file name {{file_name}}.
The backup includes every user's password, so protect it. You'll need this password to restore it. Leave both empty to keep the current one.
Data
Budget data is kept in this browser only.