NewCentrView AI now reads your whole plan

Your entire marketing operation.
One view.

Plan campaigns, manage budgets and turn your marketing plan into an executive-ready view — without enterprise complexity.

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Dashboard
Portfolio overview across 3 brands · as of March 2027
Plan Progress
46%
Budget-weighted delivery
Actual Spend
$690K
of $1.45M H1 planned
Budget Remaining
$760K
H1 FY2027
Needs Attention
3
Decisions waiting
InitiativesProgress · Budget
  • Brand Refresh 2027Northstar · Sarah Chen$380K
  • Wellness CampaignEvergreen · Maya Rodriguez$103K
  • Digital TransformationPulse · Priya Patel$465K
Brand PortfolioDelivered · Budget used
NorthstarOn Track
64% done
62% spent
EvergreenOn Track
42% done
44% spent
PulseAt Risk
28% done
93% spent
Needs Attention3 items
  • CRM Integration is 2 weeks delayedPulse · David Kim
  • Pulse has used 93% of its summer budget$88K of $95K
  • Priya is at 120% capacity in March4 overlapping activities

Your whole portfolio — progress, spend and what needs attention — in one view.

The problem

Six tools. Twelve versions. Zero clarity.

Marketing Plans
plan_v7_FINAL.docx
Campaign Calendars
Q3 calendar.xlsx
Budget Spreadsheets
budget_tracker (2).xlsx
Resource Plans
team_capacity.xlsx
Status Reports
weekly_status.pdf
Executive Presentations
QBR_deck_v12.pptx
CentrViewCentrView

One place.
One view.
One source of truth.

PlansCampaignsBudgetsResourcesReportsDecks
Multi-brand portfolios

One campaign. Every brand. One view.

Manage each brand independently while seeing the entire portfolio together. Built for central teams running many brands, product lines or client portfolios.

UMBRELLA CAMPAIGN
Summer Portfolio Launch
Brands
3
Budget
$415K
Spent
$261K
Activities
27
Portfolio progress46%
NorthstarSCSarah Chen
Budget
$180K
Spent
$112K
Progress64%
Hero film
Retail displays
Paid social
EvergreenMRMaya Rodriguez
Budget
$140K
Spent
$61K
Progress42%
Influencer kits
Sampling tour
Email series
PulsePPPriya Patel
Budget
$95K
Spent
$88K
Progress28%
Launch site
Search push
Pop-up event
93% of budget used
Timeline

See the entire year without rebuilding another roadmap.

Not a static Gantt chart. Every bar is live — hover for owner, budget and monthly spend, drag to replan, and everything downstream updates.

InitiativesCampaignsActivitiesBrandsOwnersBudgetsMilestonesProgress
JanuaryW1
W2
W3
W4
FebruaryW5
W6
W7
W8
MarchW9
W10
W11
W12
W13
Brand Audit
Visual Identity Design
Brand Refresh Creative
Wellness Insights Research
Influencer Partnership
E-Commerce Platform Launch
CRM Integration
Budget + Resources

Know where the money — and capacity — are going.

Budget vs Actual · H1 FY2027
$690K of $1.45M
PlannedActual
Jan
Feb
Mar
Apr
May
Jun
By brand
Northstar
62%
Evergreen
44%
Pulse
93%
By campaign
Summer Launch
71%
Brand Refresh
38%
Wellness
52%
Resource capacity · March
3 people · 1 overallocated
MRMaya85%
PPPriyaOverallocated120%
AJAlex70%
Suggestion: move "Launch PR" (20%) from Priya to Alex to balance March.
Ask CentrView

Ask your marketing plan.

A supporting assistant built into your plan. Ask CentrView reads your actual campaigns, brands, budgets, timelines and people and answers with your numbers.

CentrView AIContext: FY2027 Plan · 3 brands
What needs my attention?

3 things across your portfolio this week:

CRM Integration is 2 weeks delayed
Pulse · David Kim
Pulse has used 93% of its summer budget
$88K of $95K
Priya is at 120% capacity in March
4 overlapping activities
Open in TimelineAdd to exec report
Presentation mode

Your marketing plan is already your executive report.

Stop rebuilding the same executive update every reporting cycle. No copying numbers. No separate deck.

LIVE WORKSPACE
Brand Refresh 2027$380K
Wellness Campaign$103K
Digital Transformation$465K
Present
FY2027 EXECUTIVE REVIEW03 / 08
Portfolio is 46% delivered,
$690K of $1.45M spent.
Northstar
64%
Evergreen
42%
Pulse
28%
Why CentrView

Powerful marketing planning.
Without enterprise complexity.

CentrView brings marketing planning, campaign visibility, budgets and executive reporting together in one focused workspace. Enter information once — use it everywhere.

CentrView AI — across every step
01
Plan
Goals & initiatives
02
Brands
Portfolio structure
03
Timeline
Campaigns & activities
04
Budget + Resources
Money & capacity
05
Report
Live dashboards
06
Present
Executive mode
Import

Already have a marketing plan? Bring it with you.

Import your existing plan and turn it into a connected CentrView workspace instead of starting again.

Existing planCentrViewTimelineBudgetPortfolioPresentation
Pricing

Simple pricing. Start in minutes.

Start with a 7-day free trial. Upgrade when your portfolio grows.

Individual

For individual marketers and consultants.

$19.99CAD / month
  • 1 user
  • Up to 3 active marketing plans
  • Dashboard, Plan & Timeline
  • Budget planning & monthly allocation
  • Ask CentrView
  • Executive Presentation Mode
  • Excel plan import
  • PDF & Excel export
  • Single-brand planning
Start 7-Day Free Trial
Recommended
Teams

For marketing teams managing multiple brands and portfolios.

$69CAD / month
  • Up to 5 users included
  • Up to 3 workspaces
  • Unlimited active marketing plans
  • Everything in Individual
  • Multi-brand portfolio planning
  • Resource & capacity planning
  • Consolidated budget visibility
  • Admin / Editor / Viewer permissions
  • Team collaboration
  • Executive Presentation Mode
  • Ask CentrView
  • Priority support
Start 7-Day Free Trial

7-day free trial · No credit card required · Prices in Canadian dollars (CAD), plus applicable taxes

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