Accessing the marketing budgets overview
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Navigate to your Campaign, for example "Autumn Season Campaign".
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Select Marketing budgets from the sidebar.
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Enter a search term in the search bar to find a specific location.
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Select Export to download the current budget data for external review.
Note: Exporting data is useful when sharing budget reports with your finance team.
Understanding the budget table
Each row in the table shows the financial status for a single location.
| Column | Description |
|---|---|
| Location ID and Location name | The unique ID and name of the location, for example 1003 and ViaMar Amsterdam. |
| Available budget | The total amount allocated to that location. |
| Budget spent | The amount of the budget the location has already used. |
| Total costs | The actual cost incurred which may differ from the budget spent. |
| Invoice costs | The billed amount based on invoices. |
| Last edited | The most recent update to the location budget information. |
Caution: Total costs may be higher or lower than Budget spent due to invoice adjustments.
Analyzing budget health
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Fully spent locations
Locations where Budget spent matches the Available budget have used their entire allocation. This helps you identify areas where additional budget cannot be used. -
Unspent locations
Locations with zero Budget spent and zero Total costs have not engaged with the Campaign. These may benefit from a follow up or reminder. -
Cost versus budget comparison
Reviewing Budget spent alongside Total costs shows whether there are billing discrepancies or potential overages.
⚠️ Important: Regularly reviewing budget health ensures accurate financial reporting and prevents unexpected overspending.
Tips
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Use the search bar to quickly find high priority locations.
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Export budget data early in the Campaign to track spending trends.
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Review Last edited timestamps to confirm which budgets were updated most recently.