1. The report shows that only 22% of marketers feel they have the measurement insights they need to justify value to their CFO. Why do you think this gap still exists?
This gap exists because marketers aren’t suffering from a skills problem, they’re suffering from a structural one. Fragmentation has created an ecosystem where insights live in different tools, teams, and formats, making it incredibly difficult to create a single version of the truth that finance can trust.
Marketers want to demonstrate impact, but when your data sits in disconnected ad tech and martech platforms, it becomes nearly impossible to tie every decision back to revenue or customer growth. Our study found only 23% of marketers are using a unified performance system, even though 92% say that disconnected systems limit their ability to demonstrate value. That’s the heart of the issue.
CFOs aren’t skeptical of marketing, they’re skeptical of proxies. When outcomes are defined by CTRs or impressions instead of revenue, margin, or brand growth, finance understandably remains skeptical.
2. CMOs and CFOs both want growth, but often speak different “data languages.” How can MarTech act as the translator between marketing metrics and financial outcomes?
Growth is the shared goal, but the metrics used to define and measure growth often diverge. CMOs don’t always get the insights they need to consolidate campaign activity into specific KPIs that align with CFO goals. Instead, CMOs often speak in terms of brand lift, impressions, and engagement, while CFOs focus on revenue, margin, and cost efficiency.
It’s not that either set of metrics is wrong, it’s that they’re sitting at different levels of the business. And that’s where the disconnect lives. Marketers need systems that move beyond tactical KPIs and surface the indicators CFOs ultimately make decisions on: incremental revenue, customer value, margin contribution, and efficiency.
That’s where martech becomes the translator. Unified measurement systems that can take the full funnel-media, creative, performance-and connect it to the financial outcomes that matter to the business. According to Perion’s research, marketers with unified measurement systems are much more likely to report alignment with their CFOs. When marketing brings business-level KPIs to the table, the conversation shifts from justification to shared strategy.
3. With only 23% of marketers currently using a unified system, what’s holding teams back from adopting one even when 73% agree it’s essential for the future?
The gap isn’t ambition– it’s operations. While 73% of marketers in Perion’s study say a unified measurement system is a “must-have” for the future, only 23% have one in place today. Years of layered tools, vendors, and workflows have created systems that are difficult to stitch together without cross-functional buy-in from IT, finance, and external partners.
Budget and capacity constraints also play a role. A unified system drives long-term efficiency, but getting there requires a short-term investment in integration and change management. In a “do more with less” environment, that can feel like a hurdle instead of a path forward.
And finally, habits are hard to break. Many teams are still optimizing around legacy metrics like clicks or completion rates. Reorienting around business outcomes like customer LTV or margin contribution requires a mindset shift, and the infrastructure to support it.
4. In your experience, what are the misconceptions CFOs have about marketing performance data and how can MarTech tools help demystify it?
One misconception is that marketing metrics are too abstract to reflect true business value. When CFOs see impressions or engagement scores without a clear link to revenue or retention, it’s understandable that they question impact.
MarTech can help close this gap by connecting performance signals to business KPIs, translating activity into outcomes. Unified systems don’t just report what happened, they explain why it happened and what it’s worth financially.
Another misconception is that marketing is a cost center. That perception persists when performance data is fragmented across platforms or hidden inside black-box tools. When MarTech consolidates data, simplifies attribution, and ties spend to outcomes, it reframes marketing as a growth engine. It makes the math-and the value-visible.
5. Fragmentation came up repeatedly as a major barrier. From your perspective, what does fragmentation actually look like day to day inside marketing?
From where I sit, fragmentation is something marketing teams feel every single day and it’s not going to become less complicated. Every year there are new screens and tactics for marketers to reach their preferred audiences. It’s the time lost toggling between platforms. It’s reconciling data that doesn’t match up. It’s teams optimizing toward different metrics with systems that don’t speak to each other.
I’ve seen it firsthand: one team is optimizing toward ROAS, another toward attention or lift, and the systems they use don’t talk to each other.
Our research found that 70% of marketers are still struggling with performance gaps due to disconnected platforms, and 71% say it limits their ability to prove value. That’s a staggering indicator of the problem’s scale.
This is why I’m such a strong advocate for unified systems. When you have a connected view of your campaigns across media, creative, performance, and outcomes, all in one place, you move faster, and you speak the same language as your CFO, which changes everything. It turns marketing from a cost center into a growth engine the entire business can rally around.
6. The study mentions agentic AI as an emerging path for cross-channel visibility. How realistic is this shift for brands?
Agentic AI is absolutely where the industry is headed, but brands need to approach it with both optimism and practicality. The idea of intelligent systems that autonomously optimize across channels in real time with minimal human input is incredibly compelling, but most organizations aren’t structurally ready for that level of automation just yet.
You can’t have autonomous decisioning without unified goals, shared KPIs, and clean data. Before brands leap to agentic AI, they need a strong foundation: unified measurement, aligned definitions of success, and visibility across marketing and finance.
What gives me confidence is that we’re already seeing meaningful steps in that direction. At Perion, we’re using AI well beyond bidding- surfacing insights, risks, and opportunities in real time across channels. That’s the groundwork for what agentic AI promises.
WIll it transform everything overnight? No. But for brands investing in unified systems and outcome-based measurement, agentic AI is absolutely realistic. The technology is ready, the unlock now is integration and operational alignment.
7. If you had to give one piece of advice to CMOs trying to build stronger alignment with their CFO, where should they start, technology, process, or mindset?
Start with mindset. Technology and process are critical to success, but without the right mindset, neither will stick.
CMOs need to stop thinking about CFO alignment as a reporting challenge. It’s a strategic relationship. That means speaking the language of business outcomes: revenue, efficiency, and growth, and pressure-testing your own metrics through a financial lens. If we want CFOs to trust our data, it has to map directly to what they care about.
From there, process is essential. Shared dashboards, monthly checkpoints and consistent definitions of success make collaboration real. Technology brings it to life by creating visibility and accountability.
One thing we’ve learned at Perion is that when marketing shows up as a growth partner, not just a budget line, the tone of the conversation shifts immediately. And that shift starts with mindset.