What are budget groups?
Budget groups help you organize multiple budgets into a single group, making it easier to track and understand their performance. 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.
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. If you don’t see it, click the three dots in the top-right and select Edit Columns. Find Group and check the box next to it.
Hover over the Budget column and click the pencil icon for the budget you want to add to a group.
Enter a Group Name or select an existing one from the dropdown.
Click Apply.
How to analyze pacing by budget group
To analyze budget pacing by account or budget group:
Go to Insights (bar icon) in the left menu.
Select Budget Groups.
Use the search bar to find specific accounts, or choose sorting options like A-Z, Low to High (%), High to Low ($), etc.
Toggle on View by Group to see accounts sorted within their respective budget groups.
Under each budget group, you'll find:
Current spend MTD (month-to-date)
Required spend to pace at 100%
Percentage indicating if you're under- or over-pacing (trend)
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.
Another way to view budget groups
You can also view budget groups and their settings without going to Insights:
Go to Manage (globe icon) in the left menu.
Select Accounts.
Select an account.
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.
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.