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Expert Hours: Click here to attend an Expert Hours session and connect with Allocadia’s Training & Enablement Team
Become Allocadia Savvy
- What is Strategic Planner?
- What is Allocadia?
- Why Use Allocadia?
- Allocadia Packages
- Navigating Allocadia
- Accessing Your Activity Plan
- Navigating the Activities Tab
- Adding your Marketing Activities
- Organizing Your Spend
- Holding Funds for Later Allocation: Placeholders
- Planning Best Practices
- Using Allocadia to Calculate Currency
- Tracking your Forecast Using Tags
- Investment Planning Summary Report
- Understanding Allocadia User Roles