Tracking your Forecast Using Tags

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Allocadia enables marketers to tag forecasted spend by spend status, enabling easy filtering of spend data and allowing you to keep up to date with your current spend. This gives you greater visibility and insight into your true Forecast by considering your Committed, Occurred and Optional spend. Tags allow you to understand quickly and easily allocate costs while tracking how you're managing your spend.

Tagging Spend:

  1. On the Activities tab (formerly Budget tab), click the colored dot beside the Forecast amount for the marketing activity you would like to tag
    Note: To tag an activity with a Forecast Status Tag, there must be an amount in the Forecast Column for that activity.
  2. Select your desired Forecast Status Tag from the drop-down menu
    Note: Tags may vary between organizations.
     

 

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