In this 25 minute how-to Webinar, learn practical how-to's on how to get the most out of your Allocadia 30-day trial. Our philosophy at Allocadia is to help you speed your marketing budgeting and planning - this Webinar will help you get started quickly!
Topics covered include:
- Import: How to upload your existing marketing budget spreadsheet
- Sharing: How to share your budgets and reports with your team
- Roll-up: How to create a group of budgets
- Set-up: How to use a Template and further configure your account
- Start budgeting: How to address top-down budgets and track multiple actuals against your budget
- Leverage your existing marketing systems: How to integrate with systems like Salesforce.com, metrics, or automation solutions
- Reports: How to use out-of-the box reports or create your own
- Analytics: How to visualize overall trends, forecasts, comparisons, or other summaries