A saved plan preserves a particular recommendation and the inputs used at that time. Open it under Plans in the dashboard to review the result and its foundation.
Read the allocation and selections
Review the country allocations, agency splits where applicable, reserve, and selected media. Market budgets and reserve together equal the total budget. Selected units must fit within their matching allocation.
The reasoning should explain why a market or channel is included, and which evidence or assumptions support that choice. Keep unresolved questions visible during the team’s review.
Distinguish evidence from assumptions
Factors cite original sources or attributed team assessments. An assumption records what has been assumed, how well it is supported, and what still needs checking.
The Excel workbook distinguishes strong, medium, weak, and unsupported evidence. These levels describe supporting information, rather than a statistical probability of success. Data-quality labels indicate which historical data types are available; they do not replace professional judgement.
For an important assumption, ask: which source supports it, what is missing, and how would another assumption change the budget or channel selection?
Understand the saved snapshot
The snapshot holds the brief version, factors, catalogue items, applicable approved memories, source metadata, and method settings used for the plan. Later edits leave those inputs intact.
If a new offer or corrected visitor count affects the recommendation, develop a new plan. The earlier decision remains traceable.
Download the Excel workbook
Ask the assistant for the saved plan’s recommendation workbook. It returns a link to the plan’s dashboard page. Sign in and choose Download Excel.
| Sheet | Contents |
|---|---|
| Overview | Main recommendation, total budget, reserve, reconciliation, and open questions. |
| Country recommendation | Priorities, country budgets, channels, and reasons. |
| Channel split | Allocation across channel lines and historical comparisons where available. |
| Funnel and derivation | Funnel-stage distribution and its basis; estimates are marked. |
| Selected titles | Specific selected media, their classification, and amounts. |
| Assumptions and evidence | Assumptions, evidence strength, status, and next checks. |
| Sources | Cited sources and explicitly listed missing sources. |
The workbook currently uses German sheet names. It carries the saved recommendation; downloading does not create a new plan. Totals and shares are calculated from the preserved inputs. Editing the downloaded Excel file does not update the saved plan.
Older plans without the required market rows have no recommendation workbook. The plan page explains this case; ask the assistant for a new plan with complete market rows.