In Shopperations, Budgets are sources of funds for each of you teams. For instance, there may be a Brand-specific budget, a Scale Promotions budget, an E-commerce budget, Trade budget, etc. all different in nature but given to a specific retail marketing team.
Teams can then can plan Events (and Tactics) against all their budgets and describe uses of funds, i.e. how budgets are being spent.
Shopperations is a many:many system where sources of funds (budgets) are connected to uses of funds (events and tactics) in a way to allow for complex funding scenarios. For instance where one, any budget may fund many events and anyone event may be funded by many budgets.
Shopperations is designed to help both budget and event owners keep track of all the details and linkages between these two key components of any strategic plan.
To summarise:
🧩 Budgets vs. Events in Shopperations
💰 Budgets = Sources of Funds
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Created and managed by Budget Managers
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Represent different funding pools (e.g., Brand, Scale Promotions, E-commerce, Trade)
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Assigned to specific teams and retailers (or planning pages)
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Define rules and restrictions for how funds can be used
📅 Events (and Tactics) = Uses of Funds
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Created and managed by Event Managers
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Represent real-world marketing executions (e.g., Back-to-School campaign at Walmart)
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Contain tactics, which are individual line items or marketing touchpoints
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Include details like timing, creative, spend amount, objective, etc.
🔁 Many-to-Many Relationship
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One Budget → can fund many Events
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One Event → can be funded by many Budgets
This enables support for complex, realistic funding scenarios like:
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A co-funded campaign supported by multiple departments or brands
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An omnichannel push where digital and in-store tactics share overlapping budget sources