Strategic planning and financial management

Unica Plan includes strategic planning and financial management.

Manage strategic planning and financial management with the following features.

  • Develop top-down budgets for marketing plans and the programs they contain.
  • Track actual expenses that are incurred, regarding the budget.
  • Facilitate spend tracking and reporting in Accounting (GL) terms.

In Unica Plan, you use the following tools for Strategic Planning and Financial Management tasks.

  • Accounts
  • Budgets
  • Cost Categories
  • Invoices