The Simulate feature enables “What-if” testing to predict the impact of adjusting media and non-media driver budgets for a selected time period.

TABLE OF CONTENTS

• 1. Running a Simulation
  • 1.1 Enter Input values
  • 1.1 View weekly values
  • 1.2 Modify Weekly Values
• 2. Reviewing Simulation Reports
  • 2.1 Viewing High-Level Report
  • 2.2 Functionalities
  • 2.3 Refining Simulation
• 3. Viewing a Detailed Report
  • 3.1 Exploring Detailed Results
  • 3.2 Evolution Over Time Graph
  • 3.3 Exploring Media and Non-Media Data Tables
• 4. Saving the Simulation
  • 4.1 Entering Simulation Details
  • 4.2 Saving Options

1. Running a Simulation

1.1 Enter Input values

1. Navigate to the Simulate tab under the Predictions module.

2. Click the Simulate button.

3. Select the time period for the simulation.

4. Adjust budgets for different drivers:

• Media drivers can be adjusted by absolute values or percentages.
• Non-media drivers can be changed only through percentage inputs.

5. You can select the media groupings to enter detailed inputs, by default both media and non media groupings will be visible.

6. To enter more detailed inputs:

• Expand the Media driver to view campaign/channel/publisher breakdown.
• You can change the scenario values or overall change in terms of percentage.

7. Once inputs are finalised, click Simulate button at the bottom. You can also keep a track of variables that you changed here.

8. Choose your preferred result type:

• High-Level Result – Quick summary output for iterative analysis.
• Detailed Result – Deeper breakdown; takes longer to process.

1.1 View weekly values

• You can view weekly values by clicking the button at the top right corner.

• You can select the media groupings of your choice (available only for media drivers) and then click the View weekly values button.
•  You can view the aggregated input values for the selected drivers.

Media values over simulation period:

• A bar or line chart compares weekly budget changes for baseline vs. simulation.
• You can click on the legend to hide/display the bars and also use the dropdown to view this as a bar or line chart.
• You can hover over it to get a pop with detailed information.

Media Data Table:

• Located below the chart
• Displays weekly scenario inputs by:
  • Media Grouping
  • Investment Product
  • Publisher / Channel
• Expand dimensions (e.g., pca, brand) to see granular detail

1.2 Modify Weekly Values

• Click Modify Weekly Values from the Aggregated Input view to manually edit inputs across weeks.
• The 5-step flow includes:

1. Select variable combinations (e.g., Paid Digital Display + All products)
2. Download template
3. Fill in the template
4. Upload and validate
5. Completion

2. Reviewing Simulation Reports

Once the simulation finishes processing, you’ll receive an email notification.
Navigate to the Simulation tab and click Show Unsaved Result to view outputs.

2.1 Viewing High-Level Report

1. View baseline KPIs (e.g., last year’s ticket sales) alongside scenario projections.

Example: Baseline = 309 tickets; scenario = 314 tickets – a 2% increase.

2. We cannot view driver level breakup of the output nor drill down further in high-level result.

3. We can also view Evolution over time graph comparing baseline vs scenario projections.

4. Further Data Table Include:

• Investment

• Effect

• Generated Profit

2.2 Functionalities

Granularity and Filtering

• Results can be viewed at weekly or total period levels.
• Hierarchy toggles (e.g., channel → publisher → product) are not available in high-level output.
• Data table controls include:
  • Hide rows with zero values
  • Column reordering

Export Options

Click the download icon to export results to Excel for further analysis.

2.3 Refining Simulation

• You may:
  • Adjust inputs and run another iteration, or
  • Click Get Detailed Result to generate in-depth outputs.
• You’ll be notified by email once detailed results are ready.

3. Viewing a Detailed Report

1. Go to the Simulation tab and click Show Unsaved Result.
2. This will open the high level results and at the buttom of the page, you willl find a button to show detailed result.

3.1 Exploring Detailed Results

1. You can also view the input scenario 
2. View the Overall Summary

   1. The summary will display:

      • Total Investment (in the simulation period)

      • Total Effect (outcome of the marketing activity)

      • Total Profit

      • A comparison between the Baseline (reference period) and the Simulation Scenario.

   2. Observe colour-coded percentage changes (green for increases, red for decreases).

3.2 Evolution Over Time Graph

1. Hover your cursor over data points to view:

   • Baseline values

   • Simulation values

   • Percentage change

2. Note that:

   • Media Groupings and Non-Media Groupings are visually separated by a white line.

   • You can toggle between viewing Media or Non-Media groupings.

3.3 Exploring Media and Non-Media Data Tables

1. Navigate to the Media Table:

• Click to drill down through levels: Media Grouping → Channel → Publisher.

2. Then scroll to the Non-Media Table:

• This table provides detailed results for business drivers not tied to media spend.

Use the following controls:

• Granularity Switch: Toggle between views (e.g., weekly, monthly).

• Filters: Hide rows with zero values.

• Column Reordering: Drag columns to rearrange their order for easier comparison.

Media table	Non media table
Time Granularity	Hierarchy

4. Saving the Simulation

In the detailed results page, at the bottom-right of the report view, click the Save Simulation button.

4.1 Entering Simulation Details

• Provide a Title (e.g., “Q4 Budget Shift – Portfolio Model”)
• Optionally, add a Description

4.2 Saving Options

Choose one of the following:

1. Private Save:
   • Visible only to you
   • Suitable for personal analysis or drafts
2. Public Save:
   • Shared with your team
   • You can save into a shared folder or create a new one

Click Save to confirm.