Add data to investments
Once you have created the investments, you need to enter data in two steps for further planning.
Edit investment attributes: The details panel is where you can select attributes that allow you to align investments with objectives and also track metadata related to spend. The details panel lets you view and edit your Key Performance Indicators (KPIs), giving you information for running reports on Insights. When you fill out values in the details panel describing how your investment will align, you are also creating ways to slice and dice your marketing spend in the reporting.
Add spend data to investments: In this step, you enter the planned costs for each investment per month. For example, say the entry of planned expenses is completed by the beginning of the fiscal year. The plan columns are then locked by an administrator and the spend data is updated in the forecast columns. Locking allows you to compare the plan data from the beginning of the fiscal year with the changes in the forecast columns.