Managing Usage of Forecast Status Tags

Allocadia's Forecast Status Tags feature allows you to better understand flexibility in marketing spends by reflecting the status of the latest expected costs. This helps marketers gain more visibility into marketing spend. Usually, Forecast Status Tags are used in the monthly Forecast columns.

Forecast Status Tags can also be activated for other columns, if you need it. The condition is that it is a currency column in the Activity Grid.

If you want to activate or deactivate the usage of Forecast Status Tags for columns, follow these steps:

  1. On the Home tab, click the Master Settings or Custom Settings hyperlink in the Edit Settings column, depending on where the column was created.
  2. On the Settings page, select the Columns tab.
  3. On the Columns tab, find and click the column in the Activity Grid for which you want to toggle the usage of Forecast Status Tags.
  4. In the Field Details panel on the right side, toggle the Enable Forecast Tags checkbox as needed.

Was this article helpful?



Please sign in to leave a comment.