Marketing Budgets and Brand Funds, Reconciled Automatically
Plan marketing actions, manage supplier quotes and vendor bills, track brand co-funding (MDF), and see real-time budget, payment, and ROI status in one place — no more spreadsheets, email threads, or guesswork.
The problem
Marketing teams running co-funded, multi-brand campaigns track money across three disconnected tools: a spreadsheet for planned budgets, email threads and PDFs for supplier quotes, and the accounting system for actual bills. The moment a trade show or sponsorship is approved, nobody can say how much budget is left, how much is committed but unpaid, or how much brand partners will actually reimburse.
The solution
Marketing Budget & Brand Funds puts actions, supplier quotes, brand co-funding (MDF), and vendor bill payments in one Odoo app. Budgets, commitments, and brand contributions update automatically as costs and payments move, so marketing, finance, and brand approvers see the same numbers at the same time.
Everything a multi-brand marketing team needs
Every capability below is implemented in the module.
Marketing Action Tracking
Plan trade shows, campaigns, POP material, sponsorships, and field activity with dates, market, customer, brands, and an estimated budget — the single record everything else attaches to.
Budget Allocation by Channel
Split an action's budget across marketing channels, each with an in-product definition, so spend is never ambiguous about where it belongs.
Supplier Cost & Quote Management
Capture multiple supplier quote versions with amounts, dates, and file attachments per cost line, then select the winning quote and compare it against what was actually billed.
Side-by-Side Quote Comparison
Every quote version for a supplier cost lines up together — reference, amount, date, and selection — so choosing a supplier is a documented decision, not a guess.
Brand Co-funding (MDF) Workflow
Track expected versus approved brand contributions per action and brand through a draft, submit, approve, and collect workflow, with the brand approver notified automatically.
Multi-Party Payment Workflow
Move supplier payments through pending, requested, approved, and paid stages, linked to the vendor bill that settles them, so finance and marketing see the same payment status.
Automatic Vendor Bill Sync
A daily sync checks linked vendor bills and advances approved payments to paid the moment the bill is actually settled, so nobody has to re-key payment status by hand.
ROI with a Documented Formula
Every action shows its ROI percentage next to the exact formula and the revenue figure behind it, so the number can be audited instead of just trusted.
Live KPI Dashboard & Analytics
Invested, committed, paid, remaining budget, brand funding, and net result surface as headline KPIs, with graph and pivot views by brand, market, and supplier that drill straight to the underlying records.
How it works
Plan the Action
Create a marketing action with its type, market, brands, responsible owner, and estimated budget, then allocate that budget across channels.
Collect & Select Quotes
Log supplier costs, attach competing quote versions, and select the best one — the chosen amount becomes the committed cost automatically.
Request Funding & Pay Suppliers
Submit brand co-funding for approval and route supplier payments through request, approval, and payment, synced with the vendor bill.
Track Budget & ROI
Watch remaining budget, approved MDF, net cost, and ROI update live on the action and across the brand, market, and supplier dashboards.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
An action (a trade show, campaign, POP material run, sponsorship, or field activity) is the unit of work with its own budget. A channel is where money within that action is spent — each channel ships with a written, in-product definition so there is no ambiguity about what belongs where.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Marketing Budget & Brand Funds
Marketing actions with channel budgets, side-by-side supplier quotes and brand co-funding (MDF) workflows — reconciled against synced vendor bills with documented ROI.
Buy on Odoo App Store