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You Can't Adjust What You Can't See

jwm289
Aug 13
2 min read

Real-time budget visibility for co-op marketing programs

Here's a question most co-op program managers can't answer on demand:

Where does every budget stand — right now?

Not at quarter close. Not after two days of compiling spreadsheets from three regions. Right now.

When you're governing dozens of promotions across multiple sales regions and offices, knowing who has spent what — and when — shouldn't require an archaeology project. But for most teams, it does. Budgets live in one spreadsheet, approvals in email, actuals in the ERP. By the time the picture comes together, it's already out of date.


A system of record changes the math

CoMarket gives our clients a single place to set, track, and adjust budgets as the fiscal year unfolds. At any moment, they can pull an up-to-the-minute report showing what's been spent, what's been approved, and where.

One of our clients manages roughly $3MM per year across 350 programs in North America. For them, mid-year visibility isn't a nice-to-have — it's how they run the program. They can see which regions and offices are driving results, track program performance as it happens, and shift funds toward what's working while there's still time in the year to act on it.

That's the difference between reporting on a budget and governing one.


Visibility works in both directions

The same transparency extends to their channel partners. Through the vendor portal, partners can see exactly what funding is available to them before they propose an activity. Instead of asking "do we have budget for this?", they arrive with a plan already scoped to their balance.

Fewer back-and-forth emails. Faster approvals. A better working relationship on both sides of the program.


Want to see where your budgets stand — right now?


Jeff McCandless jwm@plaidmug.com | 330-552-8150

Bruce Meyer bruce@plaidmug.com | 330-808-8945

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