Marketing Plan Financials – Write Your Own Easily

Read about the financials of a marketing plan that form part of the planning process of a company seeking to increase product sales.

Guidelines for Marketing Financials

This page tells of the relevant projected financial statements that form part of a full example marketing plan. This sample marketing strategy is available on this site for free download. The statements have been prepared to show the effects of the results of marketing planning.


During the planning process, the Bank’s Management prepared financial projections for previous years based on the Bank’s five-year strategic plan. Management’s statements have been used as the base from which management commenced to incorporate the effects of the plan.

Any large or small business will want to keep in mind its break-even analysis when preparing a marketing strategy. Achieving customer service targets and sales forecast can help to achieve business plan targets. This is one reason it is important to have business plans.

Download a Full Example Marketing Plan with sample financials attached.

You can download  a free copy of a full example marketing plan that will save you and your company money as well as the time it would take to formulate your own plan from scratch. Amazon also has books on financials that can help you further.