Activities Roll-Up Cost

We've added a new feature to better track and analyze marketing costs across the marketing activities hierarchy. The Activity Roll-Up feature shows spending at the parent and child activity levels under the activity > Details > Investment/Spend tab.

This feature gives you more accurate financial insights, especially when financial items don't connect directly to parent activities. It provides a clearer picture of your marketing investments across activity levels. Previously, it was difficult for marketers to view how much child activities are spending for a given parent activity.

Parent activities now show total cost, including amounts from child activities.

We've separated cost types into:

  • Self Spend: Amount for the parent activity alone.

  • Roll-Up Amount: Sum of costs from all child activities.

Parent activities with connected child activity spend will display the Roll-Up amount.

The system calculates Roll-Up sums for each defined spend data category:

  • Planned

  • Expected

  • Committed

  • Actual

  • See financial data clearly across your activity hierarchy.

  • Generate more precise ROI reports at each activity level.

  • Avoid double-counting when you have category and sub-category connections.

This feature is now in Early Access for selected customers. This update aims to streamline your financial tracking and reporting processes. You can view the new Roll-Up costs in the Activity Details panel for any parent activity.