What are budget groups?
Budget groups allow you to organize and manage budgets in separate groups within a portfolio of accounts. They make it easier to understand and track budgets in an organized way.
Benefits of budget groups
Using budget groups, you can:
Manage and track different advertising partner budgets separately in your portfolio.
Group budgets based on campaign type, especially if they need to reach a specific spend amount each month (e.g., for co-oping purposes).
Take advantage of Budget Reallocation capabilities within mutually exclusive groups in the same account.
If you need help setting up budget groups, reach out to your Advertising Engineer.
How to analyze pacing by budget group
To analyze budget pacing by account or budget group in the Budget Groups section:
Go to Insights in the top menu.
Select Budget Groups from the dropdown.
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
Another way to view budget groups
You can also view budget groups and their settings without going to Insights:
Go to Manage.
Select an account.
Go to Settings near the top.
Under the Budgeting tab, click the Groups sub-tab 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.