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To download a CSV file containing the data of the Date range breakdown, select Download CSV. From the context menu:

• Select Detailed CSV for detailed data in CSV format.
• Select Summary CSV for summary data in CSV format.

Detailed data is granular data keyed by week. Summary data is data keyed by the model-provided date range.

To view the Date range breakdown by category of channels, select All channels, Paid channels, or Non-paid channels from the View selection.

In the Spend selection section, for each budget date range, use the to open the channel distribution view for that data range.

You can use historical reference data if you want to use past marketing spend data and insights. Consider historical reference data to:

• Improve budget allocation by highlighting high-performing channels and poorly performing channels.
• Support trend analysis.
• Identify effective strategies and avoid mistakes while configuring plans.

If you select a historical reference period, you align to previous spend pattern preferences and Mix Modeler’s planning functionality can generate plans that are within your expectations. These plans should ultimately enhance stakeholder confidence, ensure that marketing plans are strategic, efficient, and that these plans are grounded in proven performance data and business needs.

1. Select the Spend pattern.

   • The defaul option is Automatic.
   • Select Historical reference and enter a Start date to refer to past marketing spend data already available to Mix Modeler. The End date is automatically determined based on the selected data range. The proposed start date is the first available past marketing spend data available. To indicate you have selected a non-existing historical reference period, you see a .

2. To modify the budgets for each channel, modify the values for Min and Max or use the sliders.

3. To toggle between currency or percentage input, select $ or % for View spend by.

4. To edit the details of your plan, select Edit details:

   1. In the Setup section:

      1. Enter a Plan name, for example Demo plan. Enter a Description, for example Demo plan for Luma company.

      2. Select a Model from Select an option….

         

   2. In the Goal section, select the goal you want to optimize your plan towards. You can select between

      • I have a budget to spend

        

        This option allows you to input budgets for one or more date ranges.

        1. In the Optimize container:

           1. Select a conversion from the Select conversion dropdown menu.
           2. Select a model from the Select model dropdown menu.

        2. Specify a Date range, either by typing dates or selecting a date range using .

        3. Enter a Budget.
           To add additional date ranges, each with their budget, select Add row.
           To delete a date range and associated budget, select .

        4. To define an optional maximum budget that you would like to constrain the plan within:

           1. Switch Maximize budget on.
           2. Specify the amount of the maximum budget. The amount should be equal or higher than the total amount of the budgets specified for the date ranges.

      • I have a target to achieve [Beta]{class="badge informative"}

        

        1. In the Optimize container

           1. Select a conversion from the Select conversion dropdown menu.
           2. Select a target metric from the Select target metric dropdown menu. You can select between Conversion, CPA, Revenue, or ROI.
           3. Select a model from the Select model dropdown menu.

        2. Specify a Date range, either by typing dates or selecting a date range using .

        3. Enter a value for the selected target metric. For example, a number for Conversion, a percentage for ROI, or currency values for CPA and Revenue.
           To add additional date ranges, each with their target metric, select Add row.
           To delete a date range and associated target metric, select .

        4. To define an optional maximum budget that you would like to constrain the plan within:

           1. Switch Maximize budget on.
           2. Specify the amount of the maximum budget.
      1. Select Next to return to the Spend selection section.

In the Advanced configuration section:

• Your plan name , model, date range and total budget are summarized.

• By default, Mix Modeler automatically calculates the average revenue per conversion using the latest historical seasonal data. In Average Revenue per conversion you can define specific average revenue per conversion.

1. For each date range in your budget:

   1. Select a date range from the Date range dropdown menu.
   2. Enter an Average revenue value.

2. Select Add custom average revenue per conversion unit to add a date range.

3. Select to remove a date range.

• By default, Mix Modeler automatically calculates channel costs using the latest historical seasonal data. In Channel costs you can define custom channel costs.

1. For each channel in your model, define custom channel cost.

   1. Select a channel from the Channel dropdown menu.

   2. For each date range in your budget:

      1. Select a date range from the Date range dropdown menu.
      2. Enter an Average revenue value.

   3. Select Add custom average revenue per conversion unit to add a date range.

   4. Select to remove a date range.

2. Select Add custom channel cost to add a channel.

3. Select to remove a custom channel.

When you are finished editing your plan, select Edit.

In the All changes are final dialog, select OK to update the plan’s current spend allocation and ROI and revenue forecasts. Select Cancel to cancel the update of your plan.