Investment Plan Health Check


The Investment Plan Health Check lets marketers and marketing leaders track the completion of details in planned marketing activities allowing for easy management of data accuracy. Easily view how many line items require tagging and in which budget.

Insights Explored

Details tagged to activities provide context and allow for comparison and robust reporting. This dashboard module displays the number of line items that require completion of required details panel fields, as well as the associated total dollar of all tagged and untagged items per activity plan.  


Where Does the Data Come From?

Required Features: Required Details Panel Attributes
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