Understanding Panels

In Spend, there are four sections within the panel on the Investments tab including the Details, Metrics, Impact Modeller, and Alignment sections.

• The Details panel lets you view and edit your Key Performance Indicators (KPIs), allowing you to run reports in Insights.

• The Metrics panel contains different metrics configured for your investment plans, e.g. your top-down targets, and variance between plan and actual spend, allowing you to view your metrics while planning your bottom up spend.

• The Impact Modeller panel targets and tracks funnel assumptions at the investment level, tailoring conversion rates and MQL input by month or quarter to fit individual budgets and business outcomes to meet the demands of your organization.

• The Alignment panel contains information about your alignment score and provides calculations as you make updates to your investment plans while ensuring your plan aligns with your strategic objectives.