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 single or multiple locations 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—request access with your Fluency team member.
Assigning budget groups
To assign a budget to a budget group:
Go to Manage (globe icon) in the left menu.
Select Accounts.
Click on an account from the list.
In the budgets table, scroll right to the Budget 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.
Select Click to Choose a Budget Group.
Choose a budget group and select Apply.
Creating a new budget group
To create a new budget group:
Hover over the Budget Group column and click the pencil icon for the budget you want to add to a group.
Select Create New.
Enter a Group Name and select Create. Note: Different campaign types can be assigned to the same budget group (e.g., if your budget group is location based).
Click Apply.
Note: If you have reallocation notifications turned on, recommendations to move spend will be within the same budget group.
Creating and assigning budget groups in bulk
Go to Manage (globe icon) in the left menu.
Select Accounts and click on an account from the list.
In the budgets table, check the box(es) next to the budget you want to assign to a group.
Select Assign Budget Group in the blue bulk edit menu.
Select the budget group from the list.
(Optional) To create a new budget group, click Create New and enter a name.
Click Proceed to complete the budget group assignment.
Tracking budget group performance
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.
Managing budget groups
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 menu, you will see a list of your budgets and budget groups. Click open the arrows to the left of the name to see the budgets within that group. Budgets not assigned to any groups will appear under Non-Grouped Budgets.
Updating a budget group spend limit or budget
Open an account’s Settings & Tools (see above).
Hover over the row with the budget group name.
Click on the pencil icon under Spend Limit or Budget and add a value.
(Optional) Use the calculator to increase/decrease the spend by a specific amount. Select Add (+) and choose Increase By or Decrease By.
Select Apply.
Note: You can update individual budgets within the budget group. Select the carrot to reveal the list of the budgets, hover over the budget amount and click the pencil icon.
Changing Next Month Spend Limit
At any point during the month, you can change next month’s spend limit for a budget group. At the start of the following month, the spend limit will automatically change to the new amount.
To update next month’s spend limit:
Hover over the row with the budget group name and click the pencil icon.
Add a value to the Next Month Spend Limit field.
(Optional) Use the calculator to increase/decrease the spend by a specific amount. Select Add (+) and choose Increase By or Decrease By.
Select Apply when you’re finished.
Important: If you do not have auto scaling turned on in Global Settings, you will need to manually update the budgets to align it with the spend limit.