Investments Tab

The Investments tab is the workspace where marketing spend data is tracked. It is the data entry area of Spend and allows you to compare your plan, forecast, purchase orders (POs) and actuals seeing how the bottoms up plan has changed throughout the year, and view your current spend at any given time. The Investments tab has numerous basic and enhanced features to assist you at all stages of the planning phase.

Click on the numbers in the screenshot below to learn more about the subsections.