Case Study: Allocadia achieves smarter, persona-driven marketing budgeting and ROI insights with GoodData

Taking Analytics for Marketing Budgeting to the Next Level

Allocadia is a cloud-based marketing budgeting and planning platform that replaces spreadsheets and connects to financial and workflow systems. Facing the need for better reporting, visualizations and more actionable, persona-focused dashboards (including new data like attribution), Allocadia chose not to build analytics from scratch and sought a solution that would help customers see spend vs. plan and forecasted vs. actual returns.

Allocadia partnered with GoodData to embed templated, customizable analytics and storytelling dashboards, leveraging templates for about 80% of new clients and customizing the rest. The result: faster delivery of intuitive, action-oriented insights that improve marketing decision-making and UX, enable visibility across marketing roles, and drive business benefits for Allocadia such as increased seat penetration, a new data source for centralized reporting, add-on services revenue, and stronger ROI capability.

Allocadia

Katherin Berry

Co-Founder and Chief Product Officer