Performance Insights are an effective way of displaying key marketing plan indicators giving you easier access to information. They are key metrics displayed above the Activities tab and can help you make more strategic budgeting and planning decisions allowing for greater visibility of marketing spend data. They provide key information for consideration when adjusting plans as your costs fluctuate throughout the year.
Performance Insights cards are available in any view that contains one or more of the following: Metrics, Impact Modeller, or Alignment Score features.
Note: Depending on your organization’s configuration you may have numerous Performance Insights. If your organization does not have any Performance Insights configured, the banner will not be visible.
- The Metrics card displays top-level Activity Plan Measures based on the settings for each specific View, with up to a maximum of six data points depending on card size. Additional data can be viewed by clicking on the 'Expand' icon on the Metrics card, revealing the complete Metrics side panel.
- The Impact Modeller card shows the estimated impact of revenue and deals won for the currently selected row in the Activity Plan as with other cards. Click on the 'Expand' icon to open the side panel and view funnel details.
- The Alignment Score card summarizes Activity alignment with strategic investments and returns targets based on pre-defined metrics chosen by your organization. The insight displays a percentage out of 100 for a quick view. Click on the 'Expand' icon to view full details.
Tip: You can hide Performance Insights using the Hide Insights hyperlink at the top right of the cards.
Best Practice: Performance Insights vary between organizations, but we recommend enabling the Metrics card to keep Top Down Targets.
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