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HCL Marketing Operations User's Guide
HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations to get a comprehensive and holistic view of all marketing projects across your company.
Metrics
Metrics are used for management reports and analysis. View metrics on the Tracking tab for plans, programs, and projects.
Entering planned values for metrics that roll up
You can incorporate your goals and performance expectations for your marketing campaign into HCL® Marketing Operations by entering planned values for metrics that roll up. The planned values display side-by-side with the actual values at the end of the campaign.

Entering planned values for metrics that roll up

You can incorporate your goals and performance expectations for your marketing campaign into HCL® Marketing Operations by entering planned values for metrics that roll up. The planned values display side-by-side with the actual values at the end of the campaign.

About this task

When you enter planned values for metrics, you work top-down. You open a plan and specify planned values for the metrics for each of its child programs. You then open a program and add planned values for the metrics for each of its child projects.

Procedure

Open a plan or program that has child programs or projects with rollup metrics.
Click the Tracking tab.
Click the Planned Rollups icon ().

The Edit Planned Rollup Values page is displayed.
Enter the planned values for the metrics.
Click Save and Finish.

Results

The values that you entered display in the Planned column of the Program Metrics or Project Metrics table on the Tracking tab.