RedPoint Planning represents a paradigm shift in the world of marketing financial management, introducing the first tool that truly gives you the ability to model the way in which your organization tracks its campaigns’ finances. Four components – the Plan Schedule, Plan Results, Metrics and Organization Admin – combine to deliver a breadth and depth of fiscal tracking functionality that is totally without peer. No matter how demanding, how complex, how esoteric your campaign tracking requirements, RedPoint Planning can deliver. Moreover, RedPoint Planning works in conjunction with RedPoint Interaction – RedPoint’s game-changing Convergent Marketing Platform^TM – to offer a one-stop solution for your campaign planning and execution challenges.

At the pinnacle of RedPoint Planning sits the Plan Schedule – a graphical, calendar-based representation of your marketing activities across time.

• Here you can create, edit and view interactions (RedPoint’s exclusive evolution of the campaign) and plans (collections of interactions and subordinate plans, at the level of which aggregated financial information can be recorded and tracked).
• Filter the display by a timespan of your choosing or by region or business function. View results associated with a plan or interaction. Or navigate effortlessly to an interaction’s detailed execution activities.

Plan Results are key to RedPoint Planning. Never before has it been possible to record campaign financial data in such detail and with such accuracy.

• Results can be recorded and viewed at the plan, interaction and channel level.
• At each, it is possible to configure entirely the type of data of relevance to your particular circumstances. Using RedPoint Planning’s unique metrics, you can quickly define the dimensions that describe a channel, then aggregate channel data at the interaction before summarizing once again at the plan level.
• Having recorded Forecast values, you can execute an interaction in Test mode to instantaneously compare anticipated results against your initial projections.
• Having made any last-minute adjustments, executing the interaction in Production mode provides definitive visibility of your actual campaign performance – as well as actually delivering the messages!

Metrics provide the flexibility that truly differentiates RedPoint Planning from all other marketing financial management tools.

• Metrics are managed as re-usable system objects that can be made available at the plan, interaction or channel for the recording of data at that level.
• Several basic metric types are provided out-of-the-box, and each have characteristics that support definition of a particular fiscal measurement: for example, you can use the expression metric type to create an ‘Email Return on Investment’, the plan aggregate metric type to create a ‘Total Plan Profit ’ and the fulfillment count metric type to create a ‘Number of Targets’ metric.
• In addition, RedPoint Planning’s shared usage of the RedPoint Interaction application framework, with its software development kit, means that it is easy to quickly create custom metric types that support your most bespoke campaign financial tracking requirements, from Net Present Value through Lapse Rates to Internal Rates of Return and beyond.

Organization Admin allows you to precisely delineate the size and shape of your organization.

• Rather than shoe-horning the unique way in which your organization manages its campaign finances into a one-size-fits all template, Organization Admin gives you the ability to create a representation that reflects the way things are structured in your world.
• In addition to identifying the metrics to be used to track campaign finances, you can also define a host of other organization characteristics…for example, you may create a hierarchy that describes your organization geographically, allowing you to assign ownership of plans and interactions to a given region.
• You may also concurrently classify your organization by business function; RedPoint Planning makes it easy to define as many organizational hierarchies as you need, and assign plan and interaction ownership to multiple hierarchies simultaneously as required.
• Should particular organizational units have particular metrics that need to be tracked – no problem – customize away!