Getting to Know the Manage Page

Overview

The Manage page provides a comprehensive view of your marketing plan, focusing on campaigns and expense groups. It enables effective tracking and management of allocated resources and campaign performance across various Segments, Goals, Campaigns, and Expense Groups.

Using this page, you can efficiently customize your campaign and expense group spending. To explore further, select Manage > Goals, Campaigns, or Expense Groups to access the Manage page view.

Within the Manage page, you can access a table view of your campaigns and expense groups, allowing for easy customization of your plan. You have the following options:

• Segment: Displays campaigns by segment, showing each segment's budget and expenses totals, and provides insights into the allocations and respective expenses.
• Goals: Consolidates budgets assigned to campaigns and expense groups by goal, enabling you to track expenses incurred and progress toward achieving your goals.
• Campaigns: Offers a straightforward view of campaigns and expense groups alongside their total expenses, allowing for a quick evaluation of their performance and expenditure.

Configure Table

You can view your budget and spending by status and track it over time on the Manage Page. Additionally, you can personalize the columns according to your preferences. For example, if you want to group the Manage Page by segment, you can adjust the table rows accordingly.

In the Managepage default view, you can see the following columns for each month, and each cell pertains to the specific segment, campaign, or expense group in that row:

• Total Budget: The assigned budget for that Segment/Campaign/expense group.
• Actual Spend: The total expenses incurred by that Segment/Campaign/expense group, including expenses within any child Segments/Campaigns/Expense Group.
• Remaining Committed Budget: The sum of the Committed budget of all the child and grandchild campaigns and expense groups of that Segment/Campaign/Expense Group minus their expenses.
• Remaining Planned Budget: The sum of the budgets of the immediate child Segment/Campaign/Expense Group with a Planned status minus their expenses.
• Available Budget: The budget amount, what has already been spent (Actual Amount), minus what has been committed to being spent (Remaining Committed Budget), minus what is planned to be spent (Remaining Planned Budget) for that Segment/Campaign/Expense Group. 

In Practice: To Customize the view

1. Go to Manage > Expense Groups > All Expense Groups.
   
2. On the Manage page, click Configure Table.
   
3. Select the required checkboxes to customize the table view.
4. Click Apply.
   

Timeframe

On the Manage page, users can customize the timeframe they want to view their plan. For example, they can choose to see it by months, quarters, or for the entire year, and can even specify a particular timeframe, such as Q1 or June to September. Additionally, the total budget for any timeframe can be easily accessed by clicking on the arrow on the right side of the table.

The budget timeline is an alternative way to visualize the data in the table on the Manage page. Users can switch to the graph view by clicking on the chart icon.

Hierarchical Organization

The Manage Page has a budget hierarchy on the left side of the table and is designed as a nested view of your budget. It shows how all of your segments, goals, campaigns, and expense groups are related to each other in a hierarchical structure. You can expand or collapse each section to view as much or as little of your budget as you require.

Filter

The Manage Page's filtering function provides accurate spending information. When a filter is applied to a specific data point (such as a tag for an expense within a campaign), the Manage Page displays the amount associated with that filter. This means that instead of showing the full budget of a campaign when a filter only applies to a single expense, the Manage Page will display only the actual spend from that expense.

To ensure fast and accurate calculations, the Manage Page has a limit on how many campaigns or expense groups are loaded when a user first navigates to the page. If a user has more than 100 campaigns and expense groups at the highest level of their budget hierarchy, they will be prompted to click to load more.

Actionable Campaign Management

The Manage Page provides actionable campaign management through two key features:

• Create
• Actions 

Create

The Create tab allows you to quickly create a new object, such as a Campaign, Goal, or Expense Group within the same view of your overall budget hierarchy. This provides greater visibility of objects and their associations, allowing for more efficient campaign management.

Actions

The Actions dropdown allows you to select single or multiple objects from your hierarchy to perform specific actions, such as duplicating, deleting, or ending campaigns or expense groups. Ending a campaign or expense group effectively closes it out and prevents any further spending.

To access actions, hover over the right side of the hierarchy cells and click on the dropdown.

Understand the Color Legend

The Color Legend in Planful for Marketing brings clarity to expense status and provides valuable insights into the remaining budget within specific timeframes, ensuring informed decision-making.

Mini Dashboard

The Mini Dashboard on the Manage Page provides a summary of the full breakdown of the page. It responds to filters, so no matter how you have configured your columns in the table, the mini dashboard always displays the available amount of your current view.