This module extends the standard utm.campaign model with basic financial planning fields:
- Budget Amount
- Actual Cost
Both fields use the company currency.
This module only stores campaign planning information. Profitability and ROI calculations are intentionally left out, and can be implemented later by separate modules. It does not modify the existing stage_id workflow.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Adds a Budget Amount and an Actual Cost field to marketing campaigns, so salespeople can record the planned budget and the real money spent on each campaign.
This module extends the standard marketing campaign screen (the utm.campaign model) with two money fields, both shown in the company currency:
- Budget Amount: the planned budget for the campaign.
- Actual Cost: the real cost already spent on the campaign.
On the campaign form, a new "Budget" group appears right after the top group, containing both fields. The group and the fields are only visible to users with the Sales / Salesman access right, so other users do not see this financial information.
In the campaign list view, the two columns are added after the salesperson column, but they are hidden by default; users can switch them on with the optional-columns menu.
The module also adds two database checks: neither the budget amount nor the actual cost can be negative. If someone tries to save a negative value, Odoo refuses and shows an error message.
Nothing else changes: the campaign stages and workflow stay as they are, and no automatic calculation, report or email is added. The module only stores the planning figures; profitability or return-on-investment calculations are not included.
Depends on
Models and fields (1)
- utm.campaign · extends an existing modelactual_cost, campaign_budget_amount
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/social.
terminal Installation and usage
OCA documentation · Odoo 18.0Usage
Source · Odoo 18.0- Go to Marketing \> Campaigns.
- Open any campaign and fill in the Budget Amount and Actual Cost fields, under the Budget section.
- Values use the company currency automatically.
- These fields are only visible to users with the Sales salesperson group.
- In the campaigns list view, use the optional columns toggle (top right of the list) to add Budget Amount and Actual Cost as columns, to compare campaigns without opening each one.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.