Investment Planning Summary Report


The Investment Planning Summary Report is a core component of the Investment Dashboard. It provides users with a quick summary of total planned spend. It visualizes how bottom up investment plans are aligned with top-down targets, allowing organizations to determine if they are on track. 

Tip: Use this module to determine if you're on track with planned spend or determine where you're leaving money unplanned.


Note: Metric amounts may vary depending on your permission level. Each user will see an aggregate total plan amount for activity plans they have access to edit or view.

Insights Explored

This module displays the investment target and an aggregate of the total investment planned to date between all Line Item activities. It calculates the percentage complete within 5% of the investment target and shows the dollar value of unplanned spend.


Below the planning metrics are lists that display the top complete and incomplete Activity Plans within a given Hierarchy or fiscal year. 

Investigate who's not yet completed their planning in Allocadia with the help of the "Who's not complete?" summary. This chart outlines Activity Plans which have less money entered in Plan columns, than the target available within 5%, for any given budget. This allows you to assess whether additional campaigns need to be planned for a given business unit or if targets should be adjusted and funds moved to meet business needs.


In contrast, see which activity plans are complete and on track within 5% of the investment target.


Where Does the Data Come From?

The Investment Planning Summary displays aggregate total targets and planned costs from Activity Plans (formerly Budgets) within Allocadia.

Required Features: Investment Targets and Plan Columns
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