Templates: Marketing budget & forecasting for annual planning
Interactive calculators & sheets templates for bottom-up forecasting, budget calculations and planning, and tracking efficiency metrics
These templates help you do the math needed for annual and monthly planning, budgeting, and forecasting.
We vibe-coded an interactive budget calculator and a bottom-up forecast builder in Lovable. For a limited time, these are free and available to everyone! More detailed Sheets templates for budgeting & forecasting are below the paywall for paid subscribers.
Read more on budgeting and forecasting in this newsletter. And you can find all MKT1 resources in our template library here.
Marketing budget calculator
Lovable app
Use this interactive tool to calculate your marketing budget quickly using 3 proven methods. Get a realistic range to ballpark your budget, then you can use our detailed budget template (available below the paywall) to get more granular.
Bottom-up forecast builder
Lovable app
Use this interactive tool to create a quick bottom-up marketing forecast to project a revenue target for next year. This is a great way to gut check if you can hit a top-down target. Then you can use our detailed monthly forecast template (available below the paywall) to expand on your calculations.
Detailed monthly bottom-up forecast - paid subs only
Paid Subscribers only, Sheets template
Use the account or lead method to create a detailed bottom-up forecast model, month by month. Also includes an annual forecast calculator to get a quick number to gut check forecasts from finance.
