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Monitoring Client Budgets with the Dashboard

The Dashboard tab of your NinjaCat account allows you to monitor all your clients (available from the Clients tab) in one single view. You can select 3 different views at the top of the Dashboard.


The Budgets view allows you to see all your clients' Current Spend, offers a projected spend figure based off current trends, and also lets you define a budget for your client so you can track their spend.


You can set the date range of the Dashboard in the top right hand corner by just clicking on the date range and selecting from the drop down or you can set a custom date range. Please note the Budgets view only will show Month to Date since it is monitoring your clients' monthly budget for ad spend. The Date Range customization drop down shown in the example below will only adjust data for the Accounts and Campaigns views in the Dashboard.


Each client in the Budgets view will display 4 important metrics:

Current Spend - This shows how much your client has spent month to date.


Projected Spend - The average daily spend projected over the total number of days in the current month.


Budget - This is a number you can define in your NinjaCat account as your client's monthly budget for ad spend.


As a default, the highlighted number under Budget will show up as Undefined.


If you click on the hyperlink under Budget, your NinjaCat account will take you to the Clients tab where you will find the Budget Settings drop down for your client.


Setting the Warning Threshold will turn the status bar for your client's budget from Green to Yellow once their projected spend differs from the defined budget by the percentage defined in the Warning Threshold setting. Setting the Critical Threshold will turn the status bar for your client's budget from Yellow to Red once their projected spend differs from the defined budget by the percentage defined in the Critical Threshold setting.


Projected Gap - This metric considers your client's Current Spend and Projected Spend compared to your defined Budget. The Projected Gap will show you how much you are over or under your defined Budget based on your client's month to date spend. 


The Budgets view will automatically sort your clients so those who's budgets are in the Critical range will show up at the top, then those who are in the Warning range will show up next, then all other clients currently within budget will be at the bottom. 


Each Budget Status Bar features a ticker that is representing where your client is in the current month's budget cycle. As you approach the end of the month, the ticker will progress to the end of the status bar.


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