Release Updates

Planful for Marketing: Enhanced Quarterly View on the Manage Page

With this release we have enhanced the Quarterly view, enabling users to access detailed expense information more intuitively that significantly enhances user efficiency and streamlines navigation on the Manage page. 

Users can now simply click on Actual Spend within the Quarterly view to display only the expenses that contribute to the selected amount. This targeted approach allows for quicker access to relevant financial data without unnecessary steps.

Previously, users faced challenges when trying to obtain detailed expense information. They had to switch back to the Monthly or Yearly views, navigating through multiple months and years to find specific details. This process was not only cumbersome but also time-consuming, detracting from overall productivity.

With the new update, the navigation experience is transformed. When users click on Actual Spend in the Quarterly view, they are directed seamlessly to the expense page, with relevant filters automatically applied. This functionality ensures that users can quickly analyze and manage their expenses, leading to more informed decision-making.

Planful for Marketing: Enhanced Count Feature on the Attributes & Tags Page

In this release, we have improved navigation on the Attributes & Tags page by enhancing the Count feature. Users can now click on the counts to view associated expense types, campaigns, and expense groups across all budgets where they are utilized.

Previously, the Count feature was not interactive, making it difficult for users to identify the specific expense types, campaigns, or expense groups used in different budgets. They had to navigate through multiple screens to gather this information. The enhanced Count feature simplifies this process by providing instant insights directly from the Attributes & Tags page.

When users click on the count for an expense type, campaign, or expense group, they can select the relevant budget from a pop-up menu. After selecting a budget, they will be redirected to the corresponding budget's expense or manage page with the appropriate filter applied. The count next to each option reflects only the selected type, offering clear and focused data.

Users can easily return to the admin settings of the current budget by clicking Go Back. If they click outside the expense page, they will remain on the newly opened budget.

For instance, consider Mak, a marketing manager, who previously faced challenges identifying which expense types, campaign types, or expense group types were associated with which budgets. With this update, Mak can now quickly analyze this information directly on the Attributes & Tags page. This ability helps her ensure that marketing strategies align with available budget allocations, saving time and improving decision-making.

This new enhancement improves clarity and accessibility, allowing teams to collaborate more effectively and make informed decisions that drive better financial performance. For more information on using Count for Expense Types, click here, and for Campaigns/Expense Groups, click here.