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How do I set budgets and track pacing?

Set a monthly budget per channel, compare it with actual spend and see your year-end forecast.

In Planning you set a budget per channel per month and compare it with what you actually spend.

Set your budgets

  1. Open Planning and pick the year.
  2. Type the planned budget in the cell for each channel and month.
  3. Use Add a channel to the plan for channels that are not listed yet.

Each cell shows the plan on top and the actual spend below it.

Read the forecast

  • Planned: the total budget for the year and how much of it falls up to this month.
  • Spent so far: actual spend and the share of the plan to date.
  • Forecast year-end: actuals plus the current pace plus the remaining plan.
  • Forecast vs plan: whether you are heading over or under budget.

Pacing alerts

When a channel spends faster or slower than planned, it appears under Needs attention on the Overview and on the Channels page. Set the threshold that triggers an alert under Settings > Workspace > Pacing threshold.