Odoo Community Association

Marketing Campaign Budget

Beta License: AGPL-3 OCA/social Translate me on Weblate Try me on Runboat

This module extends the standard utm.campaign model with basic financial planning fields:

Both fields use the company currency.

This module only stores campaign planning information. Profitability and ROI calculations are intentionally left out, and can be implemented later by separate modules. It does not modify the existing stage_id workflow.

Table of contents

Usage

  • Go to Marketing > Campaigns.
  • Open any campaign and fill in the Budget Amount and Actual Cost fields, under the Budget section.
  • Values use the company currency automatically.
  • These fields are only visible to users with the Sales salesperson group.
  • In the campaigns list view, use the optional columns toggle (top right of the list) to add Budget Amount and Actual Cost as columns, to compare campaigns without opening each one.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Binhex Cloud

Contributors

  • Binhex
  • szalatyzuzanna
  • popadron

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainers:

szalatyzuzanna popadron

This module is part of the OCA/social project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.