Marketing Budget Report

Dashboard

Period:

Period Budgets

Enter a budget for each period. Blank periods have no budget.

Period	Budget

Overview

Budget Allocation (Product Shares)

Category Breakdown (Spending)

Invoiced and committed spend combined.

Category: Planned vs Actual

Planned (top bar) vs actual spend (bottom bar), on the same scale. Actual includes committed spend.

Product: Allocated vs Spent

Allocated from each product's share (top) vs actual spend (bottom). Spent includes committed spend.

Monthly Spending Trend

Alert me when total spending reaches this % of the budget:

% Product and category thresholds are set in their own tabs.

Exchange Rates

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Rates are indicative, fetched from a public service, and may be delayed or differ from your bank's. For reference only — please verify before making financial decisions.

Alerts

Products

Total Budget

Base currency (used throughout the app — set this first)

Total marketing budget allocated by management

Product Summary Table

Enter each product's share as a %. Allocated, spent and remaining are calculated for you. Spent includes committed spend.

Product	Share %	Allocated	Spent	Remaining	Usage	Alert Threshold

Expenses

Add Expense

	Date	Product	Category	HCP	Account	Note	Status	Amount

HCPs & Accounts

HCPs & Accounts List

Add HCPs and accounts here, or bulk-upload a CSV from the Export tab.

	#	HCP	Account

Export

Download Excel

Download a clean Excel (.xlsx) file to share with management.

HCPs & Accounts List (Import)

Two columns: HCP, Account. Download the template, fill it in Excel, and upload it back — .xlsx or .csv. A header row is skipped automatically; new uploads are added to your list.

Print Report / PDF

Print the dashboard as a report, or choose "Save as PDF" in the print window.

Backup / Restore

Save everything to one file you can restore later — on this or any other computer.

Erase everything and start fresh. Back up first — this cannot be undone.

Support

Send a ticket

Found a bug or have an idea? Send it over — needs an internet connection.

Marketing Budget Report

Dashboard

Welcome to RxSpend

Period Budgets

Overview

Budget Allocation (Product Shares)

Category Breakdown (Spending)

Category: Planned vs Actual

Product: Allocated vs Spent

Monthly Spending Trend

Products

Total Budget

Product Summary Table

Expenses

Add Expense

Categories

Category Plan

HCPs & Accounts

HCPs & Accounts List

Export

Download Excel

HCPs & Accounts List (Import)

Print Report / PDF

Backup / Restore

Support

Send a ticket