Manage Page

An Overview of the Manage Page

Manage your goals, campaigns to achieve those goals, and expense groups for non-campaign costs.

The Manage page is a campaign-centric view of your marketing plan that provides insight into (1) what you've allocated to segments, campaigns, and expense groups, (2) what you have spent for each of those, (3) what is remaining/available, and (4) quick insight into how your campaigns are performing versus your targets.

In the table view, you can choose how you want to manage your plan:

• By Segment - this allows you to see your segment budget vs. expenses, your allocations to campaigns & expense groups vs. their expenses, and everything else.
• By Goal - this rolls up (by goal) allocations to campaigns & expense groups vs. their expenses.
• By Campaign - this provides a flat view of to campaigns & expense groups vs. their expenses.

For each of theses views, you have two tabs to explore data:

• Allocation tab - see how much of your budget is being spent on campaigns and expense groups over time, and then easily make adjustments as necessary.
• Spending tab - get detailed insight into how much you have left to spend.

Viewing by segment, allocation tab:

Viewing by segment, spending tab:

Viewing by goal, allocation tab:

Viewing by goal, spending tab:

Viewing by campaign, allocation tab:

Viewing by campaign, spending tab:

Learn more about the Manage page