Tactical ROI Health Check

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The Tactical ROI Health Check module looks at campaigns managed through Salesforce and helps you determine where you have gaps in data entry for investment that is not yet tied to campaigns. 

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Insights Explored

When connecting Allocadia and Salesforce data, not all activities will be automatically associated with a campaign, this module shows you data accuracy with campaign tagging and gives you insight into which budget and individual line item require additional tagging to be on track.

 

Where Does the Data Come From?

Required Features: Forecast Column, Details panel attributes and Salesforce Connector.
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