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Upfronts are the annual process where partners showcase their upcoming inventory to agencies and advertisers - and where agencies negotiate and commit their advertising budgets for the year ahead.

In this training, we'll show you how to use Investment Console's Manage Upfronts module to streamline your upfront workflow. You'll learn how to track commitments efficiently and prepare your data for forecasting with confidence.

Requirements

Ahead of attending this training, please complete the Manage Investments - Manage Upfronts user course.

Recommended Audience

This session is designed for users who are new to Manage Upfronts. If you're just getting started with the module, this session will give you the knowledge needed to leverage its key capabilities.

Choose an Upcoming Session

  • Live Training

    Wednesday, Mar 25, 2026 at 3:00 PM to 4:00 PM EDT
    • Instructor: Bill Wheaton, Roopsi Narula, Katherine Blandon & Adam Gilbert
  • Office Hours

    Friday, Mar 27, 2026 at 1:00 PM to 2:00 PM EDT
    • Instructor: Bill Wheaton, Roopsi Narula, Katherine Blandon & Adam Gilbert
  • Live Training

    Tuesday, Mar 31, 2026 at 1:00 PM to 2:00 PM EDT
    • Instructor: Bill Wheaton, Roopsi Narula, Katherine Blandon & Adam Gilbert
  • Office Hours

    Thursday, Apr 2, 2026 at 1:00 PM to 2:00 PM EDT
    • Instructor: Bill Wheaton, Roopsi Narula, Katherine Blandon & Adam Gilbert