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DocumentationMix ModelerMix Modeler Guide

Plans

Last update: Fri Sep 13 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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  • User
  • Admin

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:

  1. Select Plans from the left rail.

  2. 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:

    鈼� Failed,

    鈼� Processing, or

    鈼� Complete.

  3. Use Search 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 Close in the action bar

Plans action bar

Duplicate a plan

To duplicate a plan:

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

Alternatively:

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

Compare plans

To compare plans:

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

Delete plans

To delete plans:

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

Alternatively:

  1. Select More for a plan in the table.

  2. Select Delete from the context menu. A new plan, with a name composed of the original plan鈥檚 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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