Financial, Planning & Analysis Marketing Toolkit

Implementing a unified data system so marketers & financial planners can better manage the business

Our financial, planning & analysis marketing toolkit integrates data from multiple sources and eliminates countless individual spreadsheets as well as hours of manual entry. The toolkit creates up-to-date performance measurement of marketing initiatives, forecast future performance and provides insights that inspire the marketing staff and financial planners to work collaboratively on business performance.

COMPONENTS OF THE DATA SYSTEM

Program Goals

By integrating your ERP and marketing systems, we are able to discern areas of both expenditure and opportunities. This technology takes a comprehensive look at budgets, campaigns and goals. Through this lens, we facilitate the measurement of actual vs. planned performance to achieve goals that can be broken down by campaign, geography, channel, and tactics.

Demand Forecasting

We utilize AI, machine learning and proprietary media mix modeling based on data science to accurately predict revenue and financial performance. By analyzing past sales, trends, marketing efforts, media spend, and more, we essentially provide you with a crystal ball that forecasts the best (and most profitable) path forward to meeting demand goals.

Customer Data Platform (CDP)

Your customer performance — both acquisition and retention — is the most significant outcome of your marketing initiatives. So, creating a comprehensive picture of your customer journey is crucial to construct an ecosystem where your marketing and financial efforts thrive.

Integrating CDPs into our FP&A marketing toolkit is an essential element to optimizing marketing activations and reaching your demand goals. We integrate with your existing CDP to capture campaign performance. If you have yet to leverage a CDP, we recommend working with our technology partner mParticle, a top-tier CDP, to gather first-party data from every touchpoint — such as Meta, Google, email and in-store channels.

From here, we are able to integrate these paid, owned, earned and shared media efforts and create customer ids to create unified customer profiles. This paints a deeper understanding of your audience’s behaviors and preferences and enables personalization at scale so your marketing activations can have the greatest impact.

Data Visualization

With vast amounts of data available, it can be overwhelming for CMOs and CFOs to act quickly with impact. That’s why our visualization, reporting and analytics technology narrates the data story in a way that empowers business leaders. Our approach eliminates confusion and provides insights that inspire actions and enable our clients to take charge and drive their business forward in today’s rapidly changing retail landscape.