Scope
This guide covers daily operation for Margin Intelligence. Availability depends on your tenant package, role and configured providers.
Purpose
Rank campaigns and channels by contribution context.
Review contribution views by campaign and channel.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- State the operating objective and the record, audience, campaign or project in scope.
- Review contribution views by campaign and channel.
- Inspect the current status and supporting context before changing anything.
- Account for system behaviour: Refresh margin calculations as cost or outcome data changes.
- Resolve failures, missing data or approval requirements before continuing.
- Close the loop: Compare revenue, cost and contribution—not leads alone.
Verify the result
Compare revenue, cost and contribution—not leads alone. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Document included costs and missing commercial data. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.