Case Study

The Top 5 Reports Finance Wants from Marketing

The Top 5 Reports Finance Wants from Marketing

The Top 5 Reports Finance Wants from Marketing2 n many companies the only interactions between marketing and finance occur either during the annual budget planning process or when marketing needs approval to spend money on new programs or technologies not budgeted. This causes marketing to be viewed as a cost center instead of the revenue center it is. For marketing to take charge of this relationship , and prove to the finance department that it does more than just ask for budget and spend money, it needs to leverage data in Salesforce to set up these 5 key reports to show finance exactly how marketing is a growth center and provides value. 1. Campaign Cost vs. Budget I This visual summary of actual cost vs budget enables the CFO to understand the rate of spending and con

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