Allocadia allows marketers to change the way their data is displayed in the Activities tab through the use of Filters. On the Activities Tab, depending on the configuration of your organization’s instance of Allocadia, there will be several drop-down menus in the top right-hand corner allowing you to filter your marketing spend data.
Note: These filters are cumulative. You can sort your activities by two or more of these filters if desired. Filters will also persist even if you switch Activity Plans as long as they are in the same Hierarchy.
Filter by Views:
Views are page layouts that display specific columns of measure to help streamline your marketing activity cost entry and view Fiscal Year Summaries.
To Filter by Views, click the Views drop-down menu and select which View you would like to work in.
Note: Views are configurable and will vary between organizations.
Please sign in to leave a comment.