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.

Note

The Details panel is always customized and adopted to the data by which your company wants to charactersize the marketing investments as well as track and analyze performance. Types of attributes that can be typically found in the Details panel are Objectives, Target Audience, Product, Region, Segment, Dates, Top of Funnel Metric or Notes.
Contact your administrator if you have any questions.

     

  1. On the Investments tab, click the icon in line with your desired marketing investment.

    A panel will open from the right side of the investment plan.

  2. On the Details panel fill out the form with attributes that best describe your investment.

    Note: Any header field that has a red asterisk beside it is a required field. These fields should always contain a value according to your marketing organization. The Line Item ID will not display until all required fields are populated in the Details panel.

  3. Click X in the upper right corner.

The panel is closed. You have entered or edited the attributes for the marketing investment. When all required fields are filled out, then the icon turns black. If you open the Details panel again, the Line Item ID is displayed in the header.

On the Investments tab, when marketing investments are grouped into categories and sub-categories, detailed attributes can easily be added at the folder level, when details of a campaign or events are consistent. This saves time and alleviates the need to complete the detailed entries for every marketing investment because the details will filter down from the top-level folder. You can always go back and make minor adjustments at the marketing investment level after the initial entries were made at the folder level.

  1. Click the Details panel icon in line with the category or sub-category that you would like to enter details for.

    The Details panel will open on the right side.

  2. Fill in the fields that are the same for the marketing investments within this folder.

The details will filter down to the marketing investments within the category or sub-category.

Note

If you add a marketing investment under a category or sub-category after you have already filled in the Details panel for that grouping, the new investment will automatically have those fields filled in.