Connect with Allocadia’s Training & Enablement Team

Ask Us Anything!

Allocadia’s Expert Hours are live drop-in sessions that give you access to an expert on our team who can answer your questions and provide you with best practice advice. It is also an opportunity to meet fellow Allocadia users and learn how others are optimizing their use of Allocadia.

If you have some questions about Allocadia or would like to optimize your Allocadia usage, Allocadia Expert Hour sessions are for you.

Allocadia Expert hours are:

  • Available to anyone with an Allocadia login
  • No cost, just drop in and ask an expert
  • Held once a month
Expert Hour Recordings
Upcoming Expert Hours

Thursday, November 15th – Setting Aside Money: Why Should You Use Placeholders

6  pm EST / 3 pm PST

Are you planning for the coming fiscal year? Do you need to put aside a lump sum for an area of your marketing, or a type of marketing activity? Do you know how Allocadia can help?  Join Josh Partington, from our Training & Enablement team, to learn how Placeholders can help you plan at a high-level and plan for the unknown.

Register for this session

Tuesday, December 4th – The Basics of Allocadia’s Insights / Analytics

11 am EST /  8 am PST

Welcome to Allocadia’s System Administration Analytics training session. In this session, we will focus on building the basic skills for managing Allocadia’s reporting, from building reports to creating dashboards within GoodData. This is a generic session as each organization has a unique configuration of Allocadia’s Insights.
PLEASE NOTE – This session is for System Administrators who have edit access to the Insights (Analytics) tab. To confirm you have access please click on the Insights (or Analytics) tab and look for the Edit button next to the Refresh button.

Register for this session

Tuesday, December 11th – Getting to know Allocadia’s User Roles

6 pm EST /  3 pm PST

Do you know what user role you hold in Allocadia? And what you can do within the tool? Do you know want to know what your teammates can see and do? Allocadia’s Training & Enablement team will walk you through Allocadia’s 5 default user roles; including what they can see and do within Allocadia.

Register for this session

Tuesday, December 13th – Getting to know Allocadia’s User Roles

10 am EST /  7 am PST

Do you know what user role you hold in Allocadia? And what you can do within the tool? Do you know want to know what your teammates can see and do? Allocadia’s Training & Enablement team will walk you through Allocadia’s 5 default user roles; including what they can see and do within Allocadia.

Register for this session

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