Investment Tracking Health Check

Optimize.png


Persona-ArticleFor.pngAllocadia-2017-HelpCentreGraphics-08.pngPersona-MarketingOps.pngPersona-Marketer.png

The Investment Tracking Health Check module allows you to check data health as it related to tracking activities. You can see if you are on track to invest, how many activities still need to be tagged and the associated with track dollar value of all items that require tagging. 

 

ITHC.PNG

 

Note: On Track is a dynamic field that uses today's date and displays past actuals, Current POs and Future Forecast column aggregates.

 

Where Does the Data Come From?

The Investment Tracking Health Check looks at the forecast and actuals columns and the associated details for each item within all activity plans. 

Required Features: Forecast Column Forecast Status Tagging, PO, and Actuals columns, Details Panel attributes.
Was this article helpful?

Comments

0 comments

Please sign in to leave a comment.