Adding Data to Investments

Once Sheila has created the marketing investments, she needs to enter data in two steps for further planning.

1. Editing the Details panel: The Details panel is where Sheila can select attributes that allow her to align investments with objectives and also track metadata related to spend. The Details panel lets Sheila view and edit her Key Performance Indicators (KPIs), giving her information for running reports on Insights. When Sheila fills out values in the Details panel describing how her marketing investment will align, she is also creating ways to slice and dice her marketing spend in the reporting.

2. Adding Spend Data for Investments: In this step, Sheila enters the planned costs for each investment per month. In Sheila's company, the entry of planned expenses is completed by the beginning of the fiscal year. The plan columns are then locked by an administrator and the spend data is updated in the forecast columns. Locking allows Sheila to compare the plan data from the beginning of the fiscal year with the changes in the forecast columns and to draw conclusions.