Allocadia allows you to track your Marketing Activities through Planning, Forecasting, adding Purchase Orders (PO's) and Actuals throughout the fiscal year. By tracking your Marketing Activities on a granular level, you gain visibility into how your marketing spend data may fluctuate throughout the fiscal year.
- On the Activities Tab, determine where you will be adding your Marketing Activity
- Click the Category/Sub-category where you will be adding your Marketing Activity
- Click the Add Line Item button. Marketing Activities will always appear at the very bottom of the Category/Sub-category they are created in
Note: Depending on your organization the name of your marketing activity button may vary.
- Name your Marketing Activity
Next Steps: Once you have added your Marketing activity, you can begin to enter your spend data such as Plan amounts or open the panel and track details against your activity.