I'm in need of financial information on the personal productivity
software industry.  i.e., Software that helps people with To Do Lists,
Projects and Goals such as FranklinCovey's (www.franklincovey.com) and
Microsoft Outlook.

I'm interested in MSRP in dollars, annual revenue in dollars and units sold.

Any information regarding expenditures (such as dollars spent on
marketing) is a bonus!

I already found information about FranklinCovey from their Form 10K
report (approximately $4M annually), but would like to know more about
how many units of software they sold and dollars spent on marketing.

Note: I'm NOT interested in full fledged Project Management software
like Microsoft Project.

You need to look in open source solutions that allow small and midsize
businesses to acquire software solutions at a fraction of cost of
their commercial counterparts. Take a look http://www.egovos.org/ for
prove.
For making decision, you can ask IT consulting:
http://www.fossevaluation.com, www.sourcio.com