Allocadia works with global marketing teams to allow both a master currency that is set at the top folder in the Hierarchy, and an Activity plan level currency that is set at the Activities level. Activities level currency is the currency that the Activity plan reflects and marketers input their marketing activities in. This feature is useful for global marketing teams where regions enter marketing activities in their local currencies.
To view which currency your budget is in:
- On the Home tab, locate the cell in the Currency column in line with your desired marketing activity
Best Practice: We recommend rolling up everything to a single master currency across your global marketing budgets to provide a unified view for the organization, as the Master Currency is what your organization uses to view Insights.