Performance to plan
The Plans [Beta]{class="badge informative"} tab in Mix Modeler
The dashboard helps you to identify gaps, spot risks or opportunities, and make timely adjustments to your plans and budgets.
To select what data is displayed for the KPI status cards and visualizations:
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Select a plan from the Plan name dropdown menu, using the Select an option….
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Specify a date period. To change the date period, enter a start date and end date manually or select a date period, using
The Plans [Beta]{class="badge informative"} tab shows:
KPI status cards
Budget
A circular progress visualization that displays how your marketing spend compares to the budget of your plan for the date period.
Revenue
A circular progress visualization that displays how the actual revenue compares to your planned target revenue for the date period.
ROI
A line visualization that displays the ROI for the date period.
KPI
A line visualization that displays the KPI for the date period.
To select another KPI:
- Select
- From the KPI status card dialog, select a KPI from the KPI dropdown menu. Available options are: Conversions, CPA, Revenue, ROI, and Spend.
Visualizations
Six visualizations are available and you can edit each of the six visualizations.
To resize a visualization, use the ┛ handle at the bottom right corner. To move a visualization, just drag and drop the visualization to the preferred position.
You can hover over any line, bar or scatter element in a visualization to display a popup with additional information.
Metric: Actual vs. planned
A stacked bar visualization that compares the selected metric values for to-date, planned to-date and totals.
Metric: Actual vs. planned by granularity
A line visualization that shows actual and planned values for the selected metric and the selected granularity.
Channel metric by granularity
A stacked bar visualization that shows stacked bars that display channels for the selected metric and the selected granularity.
Metric vs Metric by channel
A scatter visualization that shows a scatter plot for channels across the selected metrics.
Metric by granularity
A bar visualization that shows actual and planned values for the selected metric.
Metric by channel
A multi-line visualization that shows the selected metric over the selected granularity.
Edit a visualization
To edit a visualization:
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Select
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Depending on the visualization, you can change:
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One or two metrics: Select a metric from the Select metric dropdown menu.
- For ROI based plans, the options are: Conversions, CPA, Revenue, ROI, Spend, and Volume.
- For CPA based plans, the options are: Conversions, CPA, Spend, and Volume.
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Granularity: Select either date ranges or week from the Granularity dropdown menu.
You see in Preview how the changes are different from the Current visualization.
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Select Apply to apply the changes. Select Cancel to cancel any change to the visualization.