Analytics dashboard
Features

Everything You Need to Prove Marketing's Impact

From strategic planning to executive reporting, RevUp covers every step of the marketing financial management lifecycle.

Strategy & Planning

Build Your Strategy on a Solid Foundation

Keep your strategic documents actionable and align every goal to real business outcomes.

Team reviewing marketing strategy on whiteboard
Playbook

Marketing Playbook Builder

Move your marketing playbook from static PDFs to a living reference you use during every budget decision. Keep strategic documents accessible and actionable at every step.

  • Target market and ICP documentation
  • Key messaging and positioning frameworks
  • Competitive landscape overview
  • Sales and marketing alignment notes
Startup team aligning on strategic goals
Alignment

Strategic Goal Alignment (OKRs)

Map business goals directly to marketing objectives and key results. Ensure every campaign moves the needle for the business.

  • Business goal to marketing OKR mapping
  • Progress tracking against key results
  • Cross-functional visibility for stakeholders
Business professional analyzing scenarios on laptop
Planning

Scenario Planning

Compare budget scenarios side-by-side before committing. Visualize the impact of budget infusions vs. cuts in real time.

  • Side-by-side scenario comparison
  • Budget reallocation impact visualization
  • Adjusted performance & ROI projections
Financial Control

Take Command of Every Marketing Dollar

Allocate, track, and manage budgets and expenses with complete visibility across your entire team.

Financial planning with charts and calculator
Budgets

Budget Allocation & Assignment

Eliminate spreadsheet confusion. Organize, allocate, and reallocate funds on the fly while giving ownership and accountability to individual team members. See what's allocated, spent, and remaining in real time.

  • Drag-and-drop budget allocation
  • Team member budget assignments with ownership
  • Real-time spend vs. allocation tracking
  • Flexible reallocation as priorities shift
Expense tracking and receipts management
Expenses

Expense Management & Delegation

Complete visibility into what's spent, contracted, allocated, and available. Delegate expense tracking to your team while keeping full oversight and easy accounting export.

  • Categorized expense tracking
  • One-click export for accounting reconciliation
  • Delegated entry with approval workflows
ROI & Reporting

Prove Your Impact in CEO & CFO Language

Calculate real business value and present results that earn respect and investment from your executive team.

Financial data and ROI analytics on screen
ROI

Business Value Calculator

Translate marketing outcomes into financial impact. Express results in dollars and cents that the boardroom understands.

  • Revenue and pipeline attribution
  • Intangible value measurement (brand, talent)
  • Automated ROI calculations & projections
Executive reviewing performance dashboard on laptop
Reporting

Financial Performance Reporting

Report ROI and business value to executives with boardroom-ready dashboards and automated performance summaries.

  • Executive-ready dashboard views
  • Automated performance summaries
  • Custom board presentation templates
Team & Scale

Built for Teams of Every Size

Manage multiple teams, regions, and business units with role-based controls and centralized visibility.

Diverse team collaborating together in modern office
Teams

Multi-Team Management

Support multiple marketing plans across regions, product lines, and divisions. Define teams with role-based visibility and hierarchical controls. One platform for your entire marketing organization.

  • Multiple marketing plans per organization
  • Role-based access (leaders, directors, ICs)
  • Cross-team budget visibility and rollups
  • Multi-geography and multi-subsidiary support
Integrations

Connects With Your Stack

RevUp integrates with the tools your team already uses, so data flows seamlessly across your marketing and finance systems.

CRM Systems

Salesforce, HubSpot, and more

Analytics

Google Analytics, Mixpanel

Accounting

QuickBooks, Xero, NetSuite

Data Export

CSV, Excel, and API access

See RevUp in Action

Start with a free account or schedule a personalized walkthrough with our team.