Forecast Status Tags are a quick way to gain insight on the status of your marketing costs to date. Marketers have a view of spend status prior to month’s end, allowing them to see committed funds in comparison with activities where no formal commitments have been made. This allows for quick and accurate decision making and reallocation of funds where necessary.
To Filter by Forecast Status Tags:
- On the Activities Tab (formerly Budget Tab), click on the Forecast Status Tags Drop-down menu
- Select or deselect Forecast Status Tags as desired
- Select Apply. Your Grand Total Row will automatically adjust depending on which tags you selected