Understanding Top Down Investment Targets


Organizations allocate spend targets across their marketing team in a variety of ways, but the end goal is always the same; spend the full budget amount that was given without overspending. To ensure marketers always stay aligned with their Top-down Investment Targets, Allocadia provides active visibility into alignment with the original investment target/allocated spend at various steps in the planning and forecasting process. This helps the marketer keep track of spend and allows for adjustment of costs, as needed, to stay on track with allocated targets.

Viewing Top-down Investment Targets on the Home tab:

  1. On the Home tab, click on the Panel in line with the desired Folder, Sub-folder, or Marketing Activity
    Note: The Panel icon is the icon in the Panel Column.

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