Documentation Mix Modeler Mix Modeler Guide

Plans

Last update: Fri Jan 19 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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Plans

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Plans in Mix Modeler allow you to allocate budgets by business unit and channel. The planning functionality is integrated with the outcomes of the trained models based on your harmonized data.

A plan outlines the discreionary investments (for example budgets) a business intends to spend on marketing-related projects over the course of a given timeframe in service of common KPI (for example orders, revenue). Plans can incluse expenses from channels such as paid advertising, sponsored web content, events.

A plan requires:

a model,
a data range,
a budget.

A plan can optionally include:

a configured recognition window,
multiple flight dates with each having a target budget,
minimum and maximum budget constraints by channel and flight date.

Manage plans

To view a table of your current plans, in the Mix Modeler interface:

Select Plans from the left rail.

You see a table of the current plans and their status.

The table columns specify details about the plans.

table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2 7-row-2 layout-auto
Column name	Details
Name	Name of the plan
Model	The model used as the base for the plan.
Date range	The full date range for a plan.
Budget	The total budget for a plan.
Forecasted return	The forecasted return for a plan
Forecasted ROI	The forecasted ROI for a plan.
Status	The status of a plan: ● Failed, ● Processing, or ● Complete.

Use to search and filter the table for one or more specific plans.

Create a plan

To create a plan, use the Mix Modeler plan creation wizard. See Create a plan for more details.

Edit a plan

To edit a plan, select the name of the plan from the table. See Edit a plan for more information.

Select and action on plans

You can select one or more plans, which reveals the Plans action bar. The action bar allows you to delete, compare, or duplicate plans.

To remove all selections in the Plans table, select in the action bar

Plans action bar

Duplicate a plan

To duplicate a plan:

Select a single plan from the table.
Select Duplicate from the action bar. A new plan, with a name composed of the original plan’s name appended with (Copy), is added to the top of the table.

Alternatively:

Select for a plan in the table.
Select Duplicate from the context menu. A new plan, with a name composed of the original plan’s name appended with (Copy), is added to the top of the table.

Compare plans

To compare plans:

Select two plans from the table.
Select Compare from the action bar. You see the Compare plans UI.

Delete plans

To delete plans:

Select one or more plans from the table.
Select Delete from the action bar.

Alternatively:

Select for a plan in the table.

Select Delete from the context menu. A new plan, with a name composed of the original plan’s name appended with (Copy), is added to the top of the table.

note warning
WARNING
The selected plans are deleted immediately!

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