Comparing Activities

You see all the information about an activity Any targeted action or measure taken by a company to promote its products or services, attract customers, or increase sales. in the Details panel, and you get an overview of the entire plan under > Analytics. You can get a simple overview of selected activities in the Summary view. This allows you to answer the following questions, for example:

• Did I (my team) assign planned spend to all relevant activities?

• What activities are our biggest investment this quarter?

Answering these questions will give you insight into the importance of the various activities and the integrity of the marketing plan.

The aim of the Summary view is to summarize the key data points about the activities or a subset of the plans (when filtering or grouping). This allows you to see how the activities compare to each other and how the overall performance of the plan or subset of the plan is.

You access the Summary view by clicking button in > Activities.

The Summary view currently includes the following data:

• Activity Name

• In-market Dates

• Planned Inquiries

• Estimated Costs

• Estimated Costs Roll-up An aggregation of data from lower levels of a hierarchy to higher levels.

• Estimated Costs Left

• Planned Spend

• Expected Spend

• Actual Spend

• Committed Spend

• Planned Revenue

• Planned ROI A measure of the profitability of an investment, calculated by dividing the benefit (return) by the cost (Return on Investment).

• Actual Inquiries

• Actual Revenue

To see only a selection of the columns and to change the order of the columns, click Edit columns on the right above the Summary view.

Deactivate or activate the checkboxes of the columns to influence their display in the Summary view. Drag and drop the columns into the desired order (using the ≡ icon). The order from top to bottom corresponds to the order from left to right.

To use the Summary view effectively, filter and group the activities you have access to so that you only see the activities you want to compare, see Filtering and Grouping Activities.
You can also sort the activities according to the individual columns in ascending or descending order. To do this, click on the column name in the respective column. The following example shows activities of the Tactic type grouped by Customer Journey The complete sum of experiences that customers go through when interacting with your company and brand. It considers the full experience of being a customer. Stage and sorted in descending order by Planned Revenue.

If you expand a group, you will see the associated activities. The values in the cells of the columns are added together to form a group value:

To learn more about the activity including the source of funding and how planned revenue was calculated click the activity's name. The Details panel of the activity will open.

For more information on using the Summary view for estimated costs, see Finetuning Estimated Costs.

Clicking opens Timeline view again.