New Marketing Investment Request

Anchored on the product being promoted. ROI is graded on gross margin.

§1Requestor & Intent

Requestor

Demo Admin — admin@demo.test

Business objective*iLinked goal / OKRiOptional link to a company goalStrategic rationale*iWhat is this and why now?

§2Classification

Category*iChannel*iSelect a category firstFunnel stage*iBrand / Product line*iRegion*iBig 8*i

§3Product & Listing

The manufacturer-specific section — drives the gross-margin ROI.

Retailer / platform*iProduct identifier*iSelect a retailer firstStyle*iYour internal style / system-of-record codeProduct name*iThe creative will be made for thisUnit price*iCurrent selling priceUnit gross margin ($ per unit)*iDrives true ROI — required for the ROI contract

Listing readiness*i

In stockBuy-box wonA+ / creative readyReviews ≥ threshold

§4Financials

Requested $ amount*iCurrency*iBudgeted?*iBudget source / cost center*iSpend type*i

§5Timeline

Start date*iEnd date*iIn-market / go-live datei

§6The Activation

Type of activation*iVendor / partneriShown when an external partner is involvedDeliverables*iWhat's being producedTargeting / audiencei

Creative needsi

New assetA+ contentVideoReuse existing

§7Expected Results — the ROI Contract

Graded at post-mortem against gross-margin ROI.

Primary KPI*iTarget value*i

Projection (auto-computed)

Spend × target = Revenue → ÷ Unit Price = Units → × Unit GM = Gross Profit → GM ROI

Proj. Revenue

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Proj. Units

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Proj. Gross Profit

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GM ROI

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Confidence level*iMeasurement method*iHow we'll read the result