Advertising: Advertising Budgets

This article will go over how to use the Advertising Budgets section of the Platform.

In this article

• Budget Plans
  • Creating a New Budget Plan
• Budget Plan Details
  
  • Shared Budget Table
  • Creating a New Shared Budget 

About Advertising Budgets

• The Advertising Budgets section of the Platform allows you to create Budget Plans for each of your campaigns by allocating funds to these campaigns and its groups
• The budgets are connected to your Ads account and will affect any changes made here
• The budgets can also be set to Autopilot, allowing calculations for daily spend per campaign which ensures that the campaign budgets will not overspend

Budget Plans

• In the Advertising Budgets section of the Manage tab, the first table you will see will consist of Budget Plans.
• This table includes:
  

  Budget Name	The format will be: Ad Platform | (Date) Year-Month Identification Number; ID (generated by Orbee)
  Target Budget	How much your dealership plans to spend on this budget plan
  Reserved Budget	How much of the total budget that is not allocated
  Spent	How much of the budget that has been spent so far
  Utilization %	Percentage of how much of the budget that has been spent so far this month
  Autopilot	This will show whether Autopilot is on or off. When Autopilot is on, we update all budgets daily to ensure the campaign is spending all funds appropriately
  Days Active	The number of days the budget plan has been active
  Start Date	The date where you began this budget plan
  End Date	The last day of the budget plan

• You can change the number of rows to 5, 10, 25 or all
  
• You also have the ability to change pages by clicking the < arrow for back or > arrow for the next page.
  
• There is a search bar that allows you to look for specific budgets above the list of budget plans
  

Creating a New Budget Plan

• To create a new Budget Plan, you will need to click
• You will need to name your Budget Plan (typically the Ad Platform; Google, Facebook, etc.)
• You will also need to set the Target Budget, which will be the budget for all the campaigns in the budget plan
• You can set the start date and end date, and whether you would like the budget plan to be set on autopilot or not by adjusting the toggle.

Budget Plan Details

• To access Budget Plan Details, you can either click on the gear icon or click on the name of the specific Budget Plan.

• You will first see the following:
  • Name of the Budget Plan
  • The Date (Year-Month)
  • Whether Autopilot is on or off
  • The ID of the Budget Plan
  • Start Date and End Date
  • When the Budget Plan was last updated
  • Notification of when the data was last calculated
• Below the Budget Plan Details you will see four cards that display:
  
  • Total Budget: the total budget for all campaigns
  • Remaining Budget: the amount of your budget that is left for this Budget Plan
  • Total Cost: the amount that is allocated for this specific Budget Plan
  • Days Elapsed: the number of days that have passed for this Budget Plan along with the percentage of that has passed (dependent on the start date and end date of Budget Plan)
• To edit this Budget Plan, click , which is located at the top right of this page. A window will pop up and allow you to edit the Budget Plan
  
• You can edit the Name, Target Budget, Start Date, End Date, and toggle Autopilot on this window.

Shared Budget Table

• The Shared Budget Table includes:
  

  Budget Name	Name of the specific shared campaigns
  Budget	Amount of budget set for these shared campaigns
  Total Budget %	The percentage of the total budget for the specific campaigns
  Daily Budget	How much of daily spend for the campaigns; this is calculated by the amount for the budget divided by remaining days in the campaigns
  Remaining Budget	The amount left for the campaigns
  Total Cost	The amount that was spent on these campaigns
  Utilization %	The percentage that has been used for these campaigns
  Active	Whether these campaigns are active or not; can toggle on or off
  Last Updated	The last date the campaigns were updated

• Hovering over the campaigns displays a pencil icon allows you to edit the Budget Name, Budget, or Total Budget % from this table

• You can also toggle the campaign to make it active or inactive from the table
  
• By clicking on the arrow, it will show you specific campaigns and its details
  
  • It will show you the Campaign Name, Status, whether or not it is Active, the Daily Budget, and the Total Cost
  • You can also link a specific campaign by clicking
  • A window will pop up and allow you to select from a drop-down list with campaigns 
    

• • From here, you will select the campaign you would like to link and then click Link Budget to add the campaign to your campaign list

• You can refresh the table by clicking the icon at the top right of the table
• You can adjust the number of rows per page by selecting the drop-down at the bottom of the table and selecting 5, 10, 25, or All
• The arrows below the table allow you to change the page to go next or back

Creating a New Shared Budget

• You can create a New Shared Budget by clicking
• A window will pop up displaying:

• • Here, you will name the shared budget, set a budget amount, and determine the percentage of this shared budget.