Planful Marketing | Knowledge Base
About Planful Marketing
Dashboard - Spending vs. Budget
Planful Marketing Overview
Introduction to Planful Marketing
Home Page
Manage Page
Expenses Page
Budget Page (Admin Only)
Dashboard
Calendar Page
Filters
Frequently Asked Questions
Manage Goals, Campaigns, and Expense Groups
Anatomy of the Manage Page
Important Concepts for the Manage Page
Creating, Updating, and Deleting
Manage Expenses
Getting to Know the Expenses Page
Anatomy of an Expense
Selecting and Updating Expenses
Adding Expenses
Dashboard - Spending vs. Budget
Metrics
Import / Export Data
Anatomy of the Import / Export Data Page
Export Data
Import Data
Automated Invoice Processing
Integrations
Google Ads
Linkedin Ads
Facebook Ads
Hubspot
Salesforce
Single Sign-On
Administering Your Budget
Anatomy of the Budget Page
Updating Your Budget
Other Administration
Administering Your Team
Recent Product Updates
Back to home
Planful Marketing | Knowledge Base
Dashboard - Spending vs. Budget
Planful Marketing Overview
Introduction to Planful Marketing
Home Page
Manage Page
Expenses Page
Budget Page (Admin Only)
Dashboard
Calendar Page
Filters
Frequently Asked Questions
Manage Goals, Campaigns, and Expense Groups
Anatomy of the Manage Page
Important Concepts for the Manage Page
Creating, Updating, and Deleting
Manage Expenses
Getting to Know the Expenses Page
Anatomy of an Expense
Selecting and Updating Expenses
Adding Expenses
Dashboard - Spending vs. Budget
Metrics
Import / Export Data
Anatomy of the Import / Export Data Page
Export Data
Import Data
Automated Invoice Processing
Integrations
Google Ads
Linkedin Ads
Facebook Ads
Hubspot
Salesforce
Single Sign-On
Administering Your Budget
Anatomy of the Budget Page
Updating Your Budget
Other Administration
Administering Your Team
Recent Product Updates
Dashboard - Spending vs. Budget
How to look drill into budget, spending, and what remains to be spent
Understand the Spending Timeline
Understand the Budget Hierarchy
Understand the Spend by Type Table
Download a Chart/Export a Table From the Dashboard
