An expense that is recognized and recorded in the month when the obligation is incurred regardless of when it is paid out.
This is where the Marketing Activities are located, and where you will be managing your marketing spend, add your marketing activities, and track your ongoing expenses. This is the new title for what some may know as Budget Tab.
The precise amount of money actually spent on a good or service, as recorded in your finance or ERP system. These amounts may or may not differ from the plan amount.
The area in Allocadia, access through the Details panel, where all actuals amounts are logged and stores against marketing activities.
Analytics Tab (Insights Tab)
The location where data from the Home and Activities (Budget) tabs are collected to create and display reports that answer business questions to make informed decisions.
The person(s) in your organization who is able to assist in managing and configuring settings and Activities within Allocadia.
A unique identifier that is used to associate marketing activities to PO and Actuals during import for ease in data entry.
An accounting term used to describe a system of dividing expenses among business units, activities or groups.
The process of spreading a payment over a period of time.
An Allocadia feature where users are required to gain approval for spend associated with activities from an administrator.
A record of every action that is performed by all users in Allocadia.
The process of planning the specific activities that the marketer will spend their allocated budget on.
The area of the Budget tab where Marketers input their marketing spend.
Budget Tab (Activities Tab)
This is where the Marketing Activities are located, and where you will be managing your marketing spend, add your marketing activities, and track your ongoing expenses.
Business Intelligence (BI)
A technology-based process that consists of transforming raw data into meaningful information for business analysis.
A folder for holding and categorizing Sub-categories and Marketing Activities.
Columns are used in the Budget Grid to display and organize specific types of information and capture data within the platform.
A department or business unit that is charged for accounting purposes, adding cost to the business potentially without yielding profit.
A system of money or cash used by a particular country.
Customer Relationship Management tool (CRM)
A system for managing client interactions, dealing with current and future clients.
An administrative area in Allocadia for managing custom attributes and setting specific to a localized group within the hierarchy. Custom settings are only used in organizations who require specialized entry fields for certain business units or groups.
A comprehensive reporting overview that shows insights in a particular area of your marketing spend data. Dashboards group related reports for easy viewing of relevant data.
A relationship between two drop-down or multi-select lists that allows for tailored selection of information driven by inputs selected in the controlling field. For example, if objectives are specific to different global regions, dependencies can be created to aid in data entry by specifying objectives that appear when respective regions are selected.
A side panel in Allocadia that stores the Allocadia ID and attributes related to marketing activities for reporting purposes. Attributes are dependent on business objectives, marketing team goals and information relevant to marketing activities.
In Insights (formerly Analytics), drill-downs allow you to gain deeper insights into specific reports by clicking into the report. Drilldowns are only configured for some reports in Allocadia.
A predefined list of options for users to select information from. Using pre-defined drop-down lists helps with data integrity in reporting.
Duplicate Matching Rules
The process of identifying duplicate assets in POs or Actuals import spreadsheets, allowing Allocadia to action what will occur when duplicates occur.
Editors are the marketer users! Editor is a user role in Allocadia allowing team members to input plans, forecasts, and mapping POs and actuals.
Editor (Data Entry Only)
A Data entry only Editor is a data entry user who only has access to add and edit values entries in the plan, forecast or actuals columns within the workspace. They cannot add or remove marketing activities.
Enterprise Resource Planning tool (ERP)
A system for managing financial information such as invoices and actual costs, typically owned by Finance.
Email Server Provider (ESP)
A system for email marketing or bulk email services.
File Transfer Protocol (FTP)
A protocol that is used to transfer files between a computer on a network server and a client.
A method of streamlining and narrowing your data in the budget grid so it is more targeted to the attributes you would like to view.
Categories, defined by the administrator, that are defined for the Activity Plan. Categories cannot be added, edited or removed from within the Activities tab.
A Tagging system in the forecast column of Allocadia allowing users to manage their spend to date and filter based on committed vs. available funds.
A BI Tool integrated into Allocadia for Analytics reporting.
General Ledger (GL)
A complete financial record of transactions within the business.
The Hierarchy is the foundation of budgeting and planning within Allocadia. The hierarchy is a level-based structure that consists of folders, sub-folders, and marketing activities that allow for categorization of marketing spend and often reflects the marketing team's organizational structure.
A summary of the various Activity Plans you have access to in Allocadia. For Administrators, the Home Tab is the access point to Roll-up view, inviting and editing users to Activities, and Master Settings for configuration and management of Allocadia.
A tool designed to help your marketers see how each planned marketing activity is expected to contribute to your companies revenue goals based on target lead volume, defined conversion rates and deal size.
Insights Tab (Analytics Tab)
The location where data from the Home and Budget (Activities) tabs are collected to create and display reports that answer business questions to make informed decisions. This is the new title for what was the Analytics Tab.
Integrations or technical integrations connect systems or system components to enhance the functionality of using a single system alone. Allocadia integrated seamlessly with multiple other technical platforms for the purposes of integrating spend data and enhanced reporting activities.
Finance tracks marketing's expenses as they come in via journal entries. Journal entries are records of Actuals which can be imported into Allocadia to track planned expenses verses actual costs.
Key Performance Indicator (KPI)
A measure companies use to evaluate performance against business objectives. Marketers look at KPIs to track progress toward marketing goals, and successful marketers constantly evaluate their performance and make adjustments to meet the companies needs.
Left to Plan
The amount of allocated budget (i.e. Target) that is left to be planned. Target – Plan = Left to Plan
Left to Spend
The amount of allocated budget (i.e. Target) that is left to be spent. Target – Actuals = Left to Spend.
Locked Plan Column
A locked plan column is the ability for the plan column to be read-only after the planning phase is complete, allowing the plan to become a comparison point for working forecasts and actuals.
Mapping rules are logic based rules that allow you to associate Allocadia fields to fields in your import records to properly link PO or Actuals to marketing activities in Allocadia.
Marketing Activity (Line Item)
The entry of activities in Allocadia is called a Line Item or Marketing Activity. Also referred to as a campaign or tactic. Names vary between organizations and marketing teams.
Marketing Performance Management (MPM)
The analysis and improvement of the effectiveness and efficacy of marketing.
Global Setting for configuration and management of a fiscal year hierarchy within Allocadia.
A predefined list of options in a drop-down that a user can select multiple choices from. These selections can be weighted if options don't have an equal valuation.
The number format effects what symbols are used in the decimal place and in separating groups of thousands and can be edited in the user profile.
The Owner is the master account holder for Allocadia responsible for managing the account and hierarchy configuration.
Outbound actions allow a user to push out key information from their budget via an email URL. For external systems with the ability to accept emails, records can be created automatically, or for systems where URL pass-throughs are accepted, this data can be prepopulated in a form.
Cards at the top of the budget grid or Activity Plan in Allocadia that allow you to gain insight on predefined metrics such as FY Left to Spend, or other variance info for enhanced planning, as well as insights on Impact Modeller or Strategic Alignment numbers if configured.
A lump sum amount assigned to an activity such as a trade show where specific activities may not yet be known.
The initial estimate of your marketing activities. An investment plan is the set of bottoms-up activities and costs which marketers across the organization put together in order to meet their investment targets.
The area in Allocadia, access through the Details panel, where all PO amounts are logged and stores against marketing activities.
A department that directly yields a profit.
Purchase Order (PO)
Contracted Purchase amount associated with a marketing activity.
A request for purchase of good or services generally to the procurement team.
A 3 month period on a financial/fiscal calendar. Allocadia allows users to track and/or view their spend quarterly to align with their companies reporting financial reporting.
Qualified Lead (MQL)
Marketing Qualified Leads are people interested in a companies product/services. Creating qualified leads is one of the objectives of marketers and tracking qualified leads created by activities is important to understanding marketing's impact.
Data-driven analysis of a specified area of Allocadia allowing user to make informed spend decisions.
Return on Investment (ROI)
A measure of performance used to determine and evaluate the value and efficiency of an investment.
An aggregate total.
A configurable pop-up window on the Home Tab that contains fields that are specific to each folder, sub-folder and activity plan in the marketing organization structure such as budget allocation (aka. Target).
A quick glance summary of the Budgets within the Folder or Sub-folder. (Only accessible at a Folder or Sub-folder level on the Home tab)
A feature in Allocadia that allows for scenario based planning, allowing users to view budget totals that may account for overages or underages in budget allocation.
Single Sign-On (SSO)
An application or service that enables users to access multiple applications through one set of login credentials.
A feature that allows Administrators to copy totals in any numerical entry column in Allocadia for benchmarking and comparison purposes.
A purchase order that is split between multiple marketing activities.
An Allocadia feature gives Marketers the visibility to align marketing plans to organizational strategic objectives.
The process of defining the corporate marketing strategic objectives based on past performance and future goals, and allocating budget to achieve the desired strategy.
Strategic targets are a way for CMOs and field marketers to connect their marketing plans to their organization’s strategic objectives and help identify how strategic planning contributes to the business by tracking marketing activities against strategic objectives in Allocadia.
A sub-grouping of related marketing activities.
The investment target is a top-down number generally set by either the CMO or finance/corporate; it reflects the organization’s strategic priorities.
Allocation of marketing spend by the finance team or c-suite which is further divided within each team.
Top-down Attribute Workflow
A method of inputting marketing details at a category or sub-category (parent) level. The details are inherited by the sub-categories and marketing activities (child).
The true forecast is a calculated figure that merges past actuals and future plans to give marketing leaders a true forecast of what they’re on track to spend in the coming weeks and months.
Allocadia has various user roles with different amounts of access such as what Activity Plans a user can see or what changes can be made to marketing activities. Default roles are Owner, Admin, Editor, Data Entry Only, and Viewer. Custom roles can also be created to fit users needs.
A activities page layout that contains columns for budget management. In Allocadia, views help streamline data entry and optimize your use of the Activities tab.
A read-only user role in Allocadia. Perfect for the CMO or users who only need to consumer reports and data in Allocadia but don't need access for planning, execution or data entry.
A pop-up form that guides users to enter detailed attribute data directly upon entering marketing activities for streamlined input.
The budget grid in Allocadia, where all marketing activities are entered on the Activities tab.
The ability of a business to achieve the best results in the most economic way. Allocadia being one of many essential tools to help marketers make their businesses run as efficiently as possible.
Year over Year Reporting
Year over Year reporting gives marketers the ability to compare results over multiple years and learn from what is working and what could be improved. Allocadia allows information from multiple years to be stored for this analysis.
Zero Dollar View
A view in the Activities Tab that is automatically selected and shows fields with no dollar amounts set. Deselecting will hide all rows where no dollar amount has been set.