Plan the spend where the stock is planned.

PLANS

One plan per year,
and everyone knows which one is live.

Marketing plans are held by financial year, versioned, with the status on the front of the card. Live is live, draft is draft, archived is out of the way. Channel spend and return sit on the card itself, so the plan you are looking for is identifiable before you open anything.

CHANNELS

Set the funnel maths once,
and the plan does the arithmetic.

A channel is more than a line in a spreadsheet. Pick the type, connect the source, then set the funnel: CPM, click through, conversion, average order value and the share of new customers. The readout resolves as you type, so orders per thousand spent, return on ad spend, cost per acquisition and cost to acquire a customer are visible before the plan is built rather than calculated after the quarter closes.

CHANNEL PLAN

Allocate across the funnel,
week by week, against a budget line.

The grid runs performance, owned, earned and brand, with individual channels nested under each. This is media planning against a real number, because spend is planned by week against the approved budget line and the variance row sits directly underneath it, so an overspend is visible in the week it is planned rather than in the wrap. The trading calendar runs across the top, so the money is planned around the promotions instead of alongside them.

REVIEW AND APPROVAL

The plan gets checked
before anyone signs it off.

Submitted plans are read by Merchmix Intelligence before they are approved. Findings come back by severity, and a high severity item has to be cleared before the plan can continue, so a plan that concentrates spend into peak or breaches a mix guardrail cannot quietly reach approval. Once approved the version is frozen. Exploring an alternative forks a new draft rather than editing the signed off plan, and the two can be compared line by line afterwards.

TRACKING

Watch the spend
against the plan you approved.

Actuals arrive through connectors on the channels themselves rather than being keyed, and land on the same weekly grid as the plan. Spend, orders, revenue and variance read against the approved number, so the conversation in week six is about what to do rather than whose figures are right.

CONNECTED SOURCES

Whatever you spend it through,
we read it.

Every channel is tied to the platform it runs on, so spend, impressions, sessions, orders and revenue arrive from the source instead of being exported and keyed. Mapping controls how a platform's campaign structure lines up with your channel groups, so the numbers land in the right row without anyone reconciling naming conventions first. Paid social, programmatic and retail media are connected already, and where a platform is not, it gets built.

Representative sources include Meta, TikTok, Pinterest, Snapchat, DV360, Amazon Ads and CitrusAd. Explore all integrations →

PROMO CALENDAR

Plan the promotion against the category,
not against a date.

This is where marketing planning stops being a marketing exercise. The promo calendar runs the merchandise hierarchy down the side, so a promotion is attached to a department, category and sub-category rather than to a date in a marketing calendar. The whole year sits on one timeline, by week, so overlapping promotions are visible before the calendar is committed rather than discovered in trade.

PROMO IMPACT

Know what the discount costs
before you commit to it.

Open a promotion and it resolves to the styles it will actually apply to. Each one carries what it did on promotion last year, what it lifted, what it is predicted to lift this time and the margin it lands at afterwards. The summary reads in one line: at 20 percent off across twelve styles, predicted rate of sale up 36 percent with unit margin down 20 points. Markdown cost is split into gross discount, retailer funded and vendor contribution, so what the promotion actually costs the business is known before it is approved rather than reconciled after the season.