Growth & Market
Growth & Market
Budget Planner
Plan the month, then protect it.
A month-scoped plan per channel with live pacing, a settling window that stops budgets being yanked around, and a track record of how past moves actually performed.
Already a customer? Open Budget Planner in your workspace
- Month scoped
- Only the flights that belong to the month you are viewing
- Settling window
- Budgets held after a change so results can land
- Forecast vs actual
- Every approved move scored after the fact
- Stop overspending campaign ad budget in week four to hit the plan.
- End the weekly internal argument about which budget number is correct.
- See whether strategic campaign budget advice has actually paid off.
A plan scoped to the month you are in
Every line is scoped to the selected month, so campaigns that finished in a previous flight stop distorting today's pacing. You see planned, committed and forecast close side by side, per network and per line.
- Month scoping that excludes historical flights
- Planned, committed and forecast close per line
- Pacing measured against days elapsed, not gut feel
- Splits by network, department and offer
A settling window so budgets are not yo-yoed
When a budget changes, the line is held for the review window before any further recommendation is allowed. Contradictory advice from other parts of the platform is suppressed while the change is still settling.
- Automatic hold after every approved change
- Conflicting recommendations suppressed during the hold
- Critical breaches still escape the hold
- Every hold visible on the line, with the date it lifts
A track record you can argue with
Each change is logged with the forecast made at the time, then scored against what actually happened. Over a few months the platform learns which of its own recommendations to trust on your account.
- Forecast versus actual on every logged move
- Win rate and average revenue effect per change type
- Who approved what, and when
The shift
What changes once Budget Planner is running
Same team, same accounts. The difference is that the decision is already measured before anyone opens a spreadsheet.
Before
- Budget is rebuilt in a spreadsheet each month and out of date by the second week.
- Recommendations contradict each other, so nobody trusts any of them.
- Nobody checks whether the last budget change worked.
With Hookology
- One plan per month with live pacing against days elapsed.
- One budget number across every screen, held steady while a change settles.
- A scored history of moves, so advice earns its credibility.
The planner stopped the weekly tug of war. Budgets change on evidence, then get left alone long enough to prove it.
Inside the product
What Budget Planner looks like on live accounts
This walkthrough uses our Northwind Apparel demo account so you can see the screen fully populated. On your workspace the same view is built from your connected platforms, so the first session already reflects your own numbers.
- Stop overspending campaign ad budget in week four to hit the plan.
- End the weekly internal argument about which budget number is correct.
- See whether strategic campaign budget advice has actually paid off.
Workspace / Budget Planner
Budget Planner
Northwind Apparel
Budget Planner - September
Month to date, day 23 of 30
Planned
£31,450
Across 5 active lines
Committed
£25,660
82% of plan, 77% of month
Forecast close
£30,910
£540 under plan
Settling window: Google Shopping was raised on 18 Sep. No further change recommended until 25 Sep. Track record on the last 14 moves: 11 beat forecast, average +£1,120 revenue each.
In practice
How Budget Planner works week to week
From connecting your accounts to the review call, here is the shape of it, plus the questions teams ask us most before they start.
Step 1
We connect your accounts
Your spend, market and demand data are wired up during onboarding, so Budget Planner works from your own numbers on day one rather than a sample workspace.
Step 2
A plan scoped to the month you are in
Every line is scoped to the selected month, so campaigns that finished in a previous flight stop distorting today's pacing.
Step 3
A settling window so budgets are not yo-yoed
When a budget changes, the line is held for the review window before any further recommendation is allowed.
Step 4
We review it with you
Your account manager sets the plan with you at the start of the month and reviews pacing and the track record on your regular call. Nothing sits in a dashboard waiting to be discovered.
Common questions
Most workspaces are live within a few days of the discovery call. Once your platforms are connected we backfill history, so the first session already shows trends rather than an empty screen.
Budget Planner reads your spend, market and demand data directly. Nothing is estimated from benchmarks, and every figure can be traced back to the platform it came from.
Month scoping that excludes historical flights, Planned, committed and forecast close per line, Pacing measured against days elapsed, not gut feel, Splits by network, department and offer, and more.
Your account manager sets the plan with you at the start of the month and reviews pacing and the track record on your regular call.
Why teams use it
- Stop overspending campaign ad budget in week four to hit the plan.
- End the weekly internal argument about which budget number is correct.
- See whether strategic campaign budget advice has actually paid off.
How we set this up with you
Your account manager sets the plan with you at the start of the month and reviews pacing and the track record on your regular call.
Our onboarding processWorks alongside
See Budget Planner running on your own data
We build the workspace around your accounts and walk you through it together. No self-serve setup, no trial to configure on your own.
Book a discovery call