Creating a Marketing Budget from Scratch
Starting fresh? You can build your budget directly in Etropo. Navigate to Budgets Tab. Then click on “Create Budget” and set the timerange for your budget.
Learn more on how to structure your budget in our guide
Setting Up Categories
Begin by creating categories to organize your budget:
- Navigate to the Categories section
- Create categories that align with your marketing strategy
- Each category will serve as a container for related line items
Adding Line Items
Within each category, you can add line items with detailed properties:
Line Item Properties
- Set the currency for each individual line item
- Assign owners responsible for tracking and updating the item
- Add custom properties like status, priority, or any other relevant metadata
Owner Assignment
Assigning owners to line items enables automated tracking:
- Owners receive notifications about their assigned items
- Integration with Slack automatically prompts owners to update actuals when a month ends
- Learn more about automation in our Slack Integration Guide
Managing Currencies
Each line item can have its own currency, providing flexibility for:
- International campaigns
- Vendor payments in different currencies
- Regional budget allocation