DemGen Planner - Structured Marketing Planning for B2B SaaS
Connect revenue goals, funnel targets, campaigns, budget, and execution in one structured planning platform.
Marketing planning is still surprisingly manual.
Whether you sit in leadership or run marketing day-to-day - without a structured system, it's hard to connect targets, activities, budget and results.
From the Founder / CEO seat
- Marketing spend is hard to connect to revenue.You see line items, not the path from budget to pipeline.
- No visibility into planned activities.Leadership can't see what's actually being executed and when.
- Budget and demand planning are disconnected.Two spreadsheets, two truths, no link to outcomes.
From Marketing Leadership
- No structured planning process exists.Channel owners plan in silos, with no shared operating model.
- Google Sheets break at scale.Tabs sprawl, formulas drift, ownership gets lost.
- Hard to communicate strategy to leadership.Strategy lives in decks, execution lives in sheets — they never meet.
One place to plan revenue growth.
DemGen Planner is the operating system that links revenue, funnel, demand, budget and execution — replacing the spreadsheet sprawl with a single, structured flow.
Everything connected. Nothing in spreadsheets.
Translate revenue goals into funnel targets.
Define ARR per region or segment, distribute it monthly, model conversion and time-to-convert, and instantly see the funnel volumes you actually need.
- ARR targets per region and segment
- Custom funnel stages and conversion logic
- Pipeline gap modelling with time-to-convert
- Channel splits feed straight into demand planning
Build structured demand plans, not spreadsheets.
Plan every activity by channel, classify it by intent (Demand Gen, Capture, Awareness, Nurture, Experiment), and forecast MQL → SQL → Opp → Revenue contribution.
- Activity-level forecasting across the funnel
- Classify Demand Gen vs Capture vs Awareness
- Channel ownership and shared planning
- Leadership-ready visibility on what's planned
Connect budget directly to marketing execution.
Stop maintaining a parallel budget sheet. DemGen derives budget from your actual plan — by channel, tool, project, FTE and external resource — and ties it to expected outcomes.
- Budget rolls up from real activities
- Spend by channel, tool, project, FTE
- Compare budget against expected pipeline
- Finance-ready, exportable views
Instantly understand what's missing.
Compare your top-down target against the bottom-up forecast and see exactly which channels and stages are under-supported — before the quarter starts.
- Top-Down vs Bottom-Up reconciliation
- Per-channel and per-stage gap visibility
- Identify budget and resource shortfalls
- Red/green visualisation across the year
Built for modern B2B SaaS teams.
Replace spreadsheet chaos with structured growth planning.
Get a complete operating system for B2B SaaS marketing planning — without touching another spreadsheet tab.
What's coming next.
DemGen Planner is built for serious B2B SaaS marketing operations. Here's what's already on the roadmap.
Scenario Planning
Best / Base / Worst case modelling with side-by-side comparison and conversion-rate sensitivity.
Resource Planning
Match planned activities against team bandwidth, surface capacity gaps and hiring needs early.
CRM Integrations
Native HubSpot and Salesforce sync — automatic actuals, plan vs actual visibility, no exports.
Partner & Outbound Planning
Partner pipeline planning and outbound capacity forecasting alongside the rest of the plan.