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Advvy Add-In - Media Plan Sync
Advvy provides an Office 365 Add-in for Excel, that creates a 2-way connection between an Excel media plan template and Advvy's media planning software.
What are Add-Ins? Office 365 Add-Ins run inside an Office application and can interact with the contents of the Office document using an API provided by Microsoft. Find our more about Advvy's media plan Excel addin.
One or many Excel Media Plan templates
Having a single standard global Excel Media Plan template can pose similar problems as forcing users to use a global planning tool that isn't Excel.
Any Excel media plan template can be configured to work with Advvy's media planning software. Any number of Excel media plan templates can be used.
Advvy provides a media plan mapping service to make your current media plan templates integrated with Advvy. We can also help build your perfect Excel media plan template.
From Excel to Interactive Media Plan
Once media plans are synced from your Excel media plan template, enjoy interactive media planning tools on each campaign with all the dimensions and data columns you need to see.
The interactive media planning tool can be pivoted by different dimensions - media type, market, network etc. Easily see investment by week, yearly month
Easily create customised reports.
Agency & Client Flow Charts
Advvy’s master media planning tool eliminates the need to manually create a master view of all your campaign activity.
Advvy's media planning software enables you to see all your media plans across your agency, region, and clients. Media plans are grouped together how you need to see them.
In the Advvy Client Portal, each client or groups of clients only see their own media plans.
Digital Signing of Authorisations
From synced Excel media plans, easily create authorisations (MBAs) by the dimensions you need (media type, time etc) The MBA can then be signed digitally using the client portal.
Clients can add their Purchase Order number to the MBA and authorise the agency to proceed. Digital signatures and time stamps deliver compliance and an audit trail for digital approvals.
Powerful Reporting with PowerBI
Now all your media plan data is in the one place, Advvy's media planning software can produce powerful reports using embedded PowerBI - like the Monthly Media Breakdown. Easily see your Booked vs Planned media spend – by month, by market, by media type and by medium.
While Advvy comes with pre-made reports, Advvy are experts in PowerBI and can bring your media data to life with our PowerBI consulting services. You can also build your own reports from all the data that is captured.
Benefits of Advvy's Media Planning Software
There is no better media plan calculator than Excel! Removing Excel from local workflows is impossible. Because any media plan template can be configured to be compatible with Advvy, agencies become more efficient at media planning.
All media plans templates are synced to a campaign record. This data now becomes actionable throughout the Advvy platform and can be used across your business. Advvy maintains alias record to standardise global reporting.
Advvy now becomes your hub for media plan reporting. Maintain a master media plan with dynamic filters. Produce media forecast reports by client, and get insights at your fingertips.
Advvy works with any Excel media plan template. A template per geo for each brand can even be used!
The source of truth for historical media investment. Import your historical data easily to begin.
Maintain clear line of sight of media investment progress. Reporting updated with each "sync".
Easily create authorisations and digitally sign in the portal. Other digital signature options available.
Advvy Add-in – Media Plan Sync
Advvy has developed an Office 365 Add-in for Excel, that creates a 2-way connection between an Excel media plan and the Advvy campaign record.
What are Add-Ins?
Office 365 Add-Ins run inside an Office application and can interact with the contents of the Office document using an API provided by Microsoft.
Advvy has embedded dashboards to visualise your media campaigns. See instant breakdowns of your media plans, and create customised reports.
Advvy provides a media plan mapping service to enable your current plans to be integrated with Advvy. Any media plan template can be mapped and any number of media plan templates can be used.
Once media plans are synced, enjoy interactive media plans on each campaign with all the dimensions and data columns you need to see. The media plans can be pivoted by different dimensions - media type, market, network etc. Easily see yearly, monthly planned amounts. Easily create customised reports.
Advvy’s master media plan eliminates the need to manually create a master view of all your campaign activity. Broken down by client, campaign, market, media type and medium, instantly see an interactive media plan of all your activity.
A client specific master media plan is also available in the client portal
Now all your media plan data is in the one place, Advvy can produce powerful reports using embedded PowerBI - like the Monthly Media Breakdown. Easily see your Booked vs Planned media spend – by month, by market, by media type and by medium.
While Advvy comes with pre-made reports, whatever your media reporting needs, Advvy are experts in PowerBI and can bring your media data to life with our PowerBI consulting services.
From synced plans, create authorisations (MBAs) from media types, fees and/or individual flights. The MBA can then be signed digitally using the client portal.
Clients can add their Purchase Order number to the MBA and authorise the agency to proceed. Digital signatures and time stamps deliver compliance and an audit trail for digital approvals.
See how Advvy's unique approach to integrating with any Excel media plan template can benefit global media planning.
Now your media plan data is available and actionable, you can deliver it to where you need it. Be it another global reporting tool, a media finance system or a data analytics partner. Also, see how Advvy can help with post campaign data management.
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