Media Planning Operating System for Agencies

Plan media budgets your clients can actually approve.

PlanIQ turns a client brief into a forecasted, platform-by-platform media plan — with budget and mix editing, what-if scenarios, and approvals built in from the start.

This is a planning workspace, not a live-performance dashboard — no ad-account connections, no auto-optimization. Just the numbers you need before a rupee is spent.

Forecast-driven planningExcel & PDF exports Scenario planning
planiq.app/dashboard

Active Plans

24

Awaiting Approval

3

Planned Budget

₹2.4Cr

Planned Media Mix

Meta · 38%Google Search · 27%Programmatic · 20%LinkedIn · 15%

Sample numbers shown for illustration, not live account data.

One workspace, start to finish

Every plan follows the same disciplined path

Each step lives in its own tab inside a plan, so nothing gets skipped and nothing gets lost between spreadsheets.

  1. 1Brief

    Capture client objectives & constraints

  2. 2Strategy

    Set audience and campaign approach

  3. 3Budget

    Allocate spend across platforms

  4. 4Media Mix

    Split budget by campaign type

  5. 5Forecast

    Benchmark-driven reach, clicks, conversions

  6. 6Review

    Client-ready summary & warnings

Approval

Sign-off with a full audit trail

Export

Excel workbook or PDF, on demand

What's actually built

Everything a plan needs, nothing it doesn't

Honest by design: every card below describes what PlanIQ does today, not a roadmap item.

The core engine

Forecast Engine

Benchmark-driven reach, clicks, and conversion forecasts per platform and geography, phased month by month — the number every plan is built around.

Client & Brief Management

Org-scoped clients with structured brief intake, approval status, and history per client.

Budget & Media Mix

Two-way percentage-to-amount splitting across platforms and campaign types, always in sync.

Scenario Planning

Recompute budget and mix live in a what-if calculator without touching the saved plan.

Approval Workflow

Route each plan for review and sign-off, with a clear approve-or-reject decision on record.

Client-Ready Exports

Generate an Excel workbook or a PDF summary straight from the live plan.

Audience & Geography Targeting

Plan by audience segment and target geography, with forecasts phased to match.

Reusable Libraries

Campaign and industry templates, planning assumptions, and rate cards — shared org-wide, reused on every plan.

Ready to plan your next campaign?

Sign in with your agency account to pick up where your team left off.