Investment Mix Report

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The Investment Mix report, a component of the Investment Dashboard, looks at the details tracked against Marketing Activities. Each graphic shows the breakdown of investment from different details panel attributes. Some common comparison examples include Activity Type, Product, and Segment.

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Insights Explored

During the planning stage, this dashboard provides a visual representation of how planned marketing activities will impact areas of focus for the organization by providing insights into where marketing campaigns will be executed and money spent.

Best Practice: Ensure the most accurate data by completing the Details section for each marketing activity.

Where Does the Data come from?

The Investment Mix is a collection of attributes on the Details panel. 

Required Features: Use of details Panel Attribute tracking.
Examples include Objective, Activity Type, Customer Journey, Persona, Product, and Segment. 
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