The Tactics page provides a centralized view of all tactics across your organization. While the Events page (Spend tab) focuses on tactics tied to a single event, the Tactics page helps you see, filter, and manage tactics across all events in one place.
This page is especially useful for:
Reviewing progress across multiple campaigns.
Managing large numbers of tactics without opening each event individually.
Grouping and filtering tactics for quick insights.
Exporting data for reporting and analysis.
Key Differences from the Events > Spend Tab
Events > Spend tab → best for adding and editing tactics for one event at a time.
Tactics page → best for managing and analyzing tactics across many events.
Think of the Tactics page as your portfolio view of tactics.
What You Can Do on the Tactics Page
On the Tactics page, you can:
Create events and tactics without leaving the page.
Edit tactic details inline (e.g., budget, spend, status, custom fields).
Group tactics by event, product, tactic type, or other attributes.
Search and filter tactics using brands, products, initiatives, event tags, tactic type, and status.
Leverage custom fields (if your admin has enabled them) such as PO#, Order ID, or product attributes.
Export filtered/grouped tactics into Excel or CSV for deeper reporting.
When to Use the Tactics Page
Use the Tactics page when you need to:
Compare tactics across multiple events.
Analyze actual spend versus budget at the tactic level.
Report on custom attributes (like product attributes or vendor numbers).
Track tactic statuses across your portfolio (Uncommitted, Approved, Committed, etc.).
✅ Tip: If you’re new, start with your Events > Spend tab to learn how to create tactics. Once you’re comfortable, the Tactics page becomes your go-to for managing them at scale.