Budget groups help you organize multiple budgets into a single group, making it easier to track. Here are a few example use cases:
By location: Manage and track budgets for the same location across different campaign types.
By channel: View budget performance by channel, such as search or social.
By OEM: Organize budgets by each OEM when co-op funds span multiple campaigns.
Note: This feature must be enabled by Fluency. Once enabled, it applies to all accounts within a portfolio—every account will have access to any created budget groups.
Creating and assigning budget groups
To add a campaign budget or campaign to a group:
Go to Manage (globe icon) in the left menu.
Select Accounts.
Click on an account from the list.
In the budgets table, scroll to the Group column. Note: If you don’t see it, add the column.
Hover over the column and click the pencil icon for the budget you want to add to a group.
Enter a Group Name to create a new budget or select an existing one from the dropdown. Note: Multiple campaign types can be assigned to a single budget group.
Click Apply.
Note: If you have reallocation notifications turned on, recommendations to move spend will be within the same budget group.
Viewing budget groups
In Insights
Go to Insights (bar icon) in the left menu.
Select Budget Groups.
By default, budget groups are sorted by account. Use the search bar to find specific accounts, or select Sort By to choose from options such as A-Z, Low to High (%), High to Low ($), etc.
Select All Pacing to filter for overpacing or underpacing budgets.
To drill down to see metrics for specific budget groups, select Per Budget Metrics and toggle on your desired metrics. They will appear under the progress bar.
Toggle on View by Group to see accounts sorted within their respective budget groups.
Under each budget group, you'll find:
Groups: Number of budgets in the budget group
Performance metrics (clicks, conversions, etc.)
Spent to Date: Current month-to-date spend
Avg. Spend: Over or underspend for the budgets within the budget group
Total Budget: The budget group’s total budget
MTD Pacing: The budget group’s pacing percentage
Progress bar tracking current day of the month
To see additional metrics, select Per Budget Metrics. When you toggle on your desired metrics, they will appear under the progress bar.
In Manage
Go to Manage (globe icon) in the left menu.
Select Accounts.
Click on an account in the list.
Go to Settings & Tools under Account Actions near the top.
In the settings drawer menu, select Groups to see each budget group and its settings.
