Marketing Pro Forma for Strategic Planning, Budgeting, and Management

Quickly Become Fluent in the Language of Management

To credibly converse in the language of management, you need to have confidence in your income, expense, and profit projections. The fastest way to speak the language of management is to create a defensible pro forma income statement. A pro forma is a forecasted financial statement of expenses and earnings that represents what the actual financial results will be, should assumptions hold true.

Download TPG's straightforward and comprehensive Marketing’s Pro Forma for Strategic Planning, Budgeting and Management to build your own pro forma. It includes guidance and a template for all the components of a complete pro forma, including:

  • Program spend allocation
  • Staff and non-program spend allocation
  • Statement of operations

Once you complete this pro forma, you'll have the financial document your executive team needs to connect your marketing plan and spend to revenue impact. With it, you'll accelerate your efforts toward running marketing as the strategic business unit it is.

The Pedowitz Group (TPG) is a Revenue Marketing™ consulting firm headquartered near Atlanta, GA. TPG believes that marketing is the driver of customer engagement that fuels the revenue engine. Many of today’s successful CMOs are change agents who embrace data driven decision-making to power the revenue engine. As your partner, TPG helps you plan, build and optimize your revenue engine by delivering services in MarTech, demand generation and marketing operations.