Completix

Marketing Portfolio Management

Your marketing team has a task board. What it does not have is portfolio control.

Completix gives marketing leaders the layer above the work: what got approved and why, who is actually available, where the annual budget stands, and what leadership sees at quarter close.

Built for in house marketing teams and agencies running many concurrent campaigns against one shared pool of people and one annual number.

FY Budget Overview Halden Retail Group, Marketing
Approved FY26
4,200,000
Forecast
4,386,000
Variance
-186,000
Monthly forecast against actuals Forecast Actuals
JanFebMarAprMayJun
Actuals post when costs are entered against a campaign. Variance is surfaced in the Warning Center for the portfolio owner to act on.
The gap a task board leaves

Five questions a marketing leader is judged on, and where each one gets answered

Campaign work tools track tasks well. The questions that decide next year's budget sit one level above them, and they are usually answered by hand in a spreadsheet the night before the review.

Boards and spreadsheets
Where marketing portfolios are run today
With Completix
Where the same questions get answered
Defending what you said no to
Today
Requests arrive by email, chat and hallway. The decision lives in someone's memory, so every declined request gets relitigated.
Defending what you said no to
With Completix
Every request enters one intake form, is scored against the same criteria, and carries the reviewer, the date and the reason it was approved, deferred or declined.
Knowing who is available
Today
Each campaign board shows its own tasks. Nobody sees that the same designer is on four of them at once until a date slips.
Knowing who is available
With Completix
Allocation is held per named person across every campaign at once, so the overcommitment is visible before the next campaign is approved.
Spend against the annual number
Today
Agency invoices and media spend sit in finance systems, campaign plans sit in the board. Reconciling them is a monthly manual exercise.
Spend against the annual number
With Completix
Each campaign carries approved budget, forecast and actuals, and the portfolio rolls those up so the annual position is current rather than reconstructed.
Hearing about slippage early
Today
A launch date moves inside one board. The leaders who depend on it find out at the next steering meeting.
Hearing about slippage early
With Completix
Schedule and budget variance is surfaced in the Warning Center against the campaign that moved, so the portfolio owner sees it and decides the response.
The quarterly portfolio view
Today
Someone rebuilds the deck by hand every quarter, and the numbers in it stop being true the day after it is presented.
The quarterly portfolio view
With Completix
The executive dashboard is live. When a period is posted, that view is kept as an immutable snapshot, so the number presented stays the number of record.
Intake and prioritization

A request queue is not a plan. A scored intake is.

Marketing absorbs demand from every part of the business, and most of it arrives informally. The cost is not the extra work, it is that the team cannot show why one thing was chosen over another when the year is reviewed.

  • One intake form for every requester, so the same information is captured whether the request comes from sales, product or a regional team.
  • Scoring criteria you define, applied consistently, so the ranking is a position you can defend rather than an opinion.
  • Approval is a human review governed by your policy. Completix records who decided, when, and on what basis. It does not decide for you.
  • Approved requests become campaigns in the portfolio with a budget and an owner, so nothing starts without a place to track it.
Intake Queue Q3 review cycle
RequestRequesterScoreDecision
Spring Product LaunchREQ-2140Product86Approved
Loyalty Program RelaunchREQ-2144Retail Ops74Approved
Regional Store OpeningsREQ-2151West Region61Deferred to Q4
Brand Refresh, Phase 2REQ-2158Brand48Declined
REQ-2151 deferred by M. Okonjo on 14 Jun, reason recorded: design capacity committed to REQ-2140 through August.
Shared creative capacity

The constraint is never the campaign. It is the four people every campaign needs.

Marketing runs many small efforts at once against one designer, one developer and one media buyer. Board tools show each campaign's tasks in isolation, which is precisely why the collision is invisible until a date is already at risk.

  • Allocation is tracked per individual, not by role type, so the answer is about Priya specifically rather than about designers in general.
  • One view spans every active campaign, so you can see the total commitment on a person before you approve the next request.
  • Agency and contractor time sits in the same picture as internal staff, so a capacity decision is not split across two systems.
  • Overallocation gives you a defensible reason to defer, which is the only thing that makes a no stick with a stakeholder.
Resource Allocation July, all active campaigns
PersonCampaignsAllocation
Priya RamanSenior Designer 4 128 percent
Tom BeaudryWeb Developer 3 106 percent
Elena SousaContent Lead 3 84 percent
Marcus HillMedia Buyer 2 62 percent
Northgate CreativeAgency, retained 2 71 percent
Priya Raman is committed across CMP-2140, CMP-2144, CMP-2109 and CMP-2117 in the same month.
Total Budget, CMP-2140 Spring Product Launch Live
Approved
480,000
Forecast
512,000
EAC
512,000
Variance
-32,000
Media buy214,000 of 205,000
Agency fees, Northgate Creative168,000 of 180,000
Production and assets74,000 of 60,000
Events and field56,000 of 35,000
Forecast revised 02 Jul by A. Whitfield. Prior approved position retained in the posted June snapshot.
Budget and agency spend

Where the money went, at the level someone will actually ask about it

Marketing budgets fail in the detail, not the total. Media overruns while production underspends, the agency retainer covers less than expected, and the net looks fine until the category breakdown is requested.

  • Each campaign holds approved budget, forecast, actuals and estimate at completion, broken down by the cost lines you define.
  • Agency and vendor costs are tracked as their own lines against the campaign, so the retainer position is visible next to media and production.
  • Forecasts are revised deliberately by a named person, and the change is recorded. Nothing is quietly adjusted underneath you.
  • Campaign positions roll up to the annual marketing number, so the portfolio view and the campaign view never disagree.
Variance and reporting

When a launch date moves, the portfolio should know before the meeting does

Completix surfaces the variance and holds the current status. The judgment stays with you, which is the correct place for it, but you are making it with the position in front of you rather than a week later.

Warning Center Marketing portfolio
CMP-2140 forecast exceeds approved budget Variance -32,000 against 480,000 approved. Raised 02 Jul.
CMP-2140 asset delivery milestone past due Planned 26 Jun, not complete. Owner Elena Sousa.
CMP-2144 resource allocation above threshold Priya Raman at 128 percent for July across four campaigns.
CMP-2117 status not updated this period Last update 19 Jun. Owner D. Marchetti.
Warnings identify the condition and the record. Completix does not escalate or reassign on its own.
Portfolio Status Current, live
Spring Product LaunchCMP-2140Red
Loyalty Program RelaunchCMP-2144Amber
Website ReplatformCMP-2109Amber
Summer Retail PromotionCMP-2117Green
Partner Co-marketingCMP-2126Green
This view is live and always current. Posting the June period created a fixed snapshot that cannot be edited afterwards.

That distinction matters more than it sounds. The board sees a snapshot that was true on a stated date, the team works from a view that is true right now, and nobody has to argue about which version of the number is correct.

What comes with it

The rest of the portfolio layer, without an integrator

Completix is configured directly with your team. There is no reseller in between and no multi quarter implementation program before the first campaign is in the system.

Campaign schedules
Milestones and dependencies per campaign, with the portfolio view showing where the calendar collides across them.
Executive dashboard
One portfolio picture for the CMO and the leadership team, built from the same records the marketing team works in daily.
Risks, assumptions, issues and decisions
Four separate logs per campaign, each viewed on its own, so the record of what was known and when survives the campaign.
Creative and contract documents
Briefs, agency statements of work and approvals stored against the campaign they belong to instead of a shared drive folder.
Vendor and agency records
Agencies, freelancers and production partners tracked as vendors with their commitments visible next to internal capacity.
Role based access
Control who can see budgets, who can revise a forecast and who can approve, so regional teams and agencies see only their own scope.
See it against your portfolio

Bring your own campaign list to the demo

We will set it up with your campaigns, your cost lines and your people, so you are looking at your own portfolio rather than a sample tenant. Pricing and implementation come direct from us, with no reseller in the middle.

Typical deployments go live in weeks, configured directly by our team.