Budgets and alert rules
Set a monthly budget per client, watch the pace, and get alerts when something is off.
Set a monthly budget on a client's Details tab. The client page then shows spend, pace, what is expected by now, what is left this month, and where the month will end at this pace.
- Open Alerts.
- Pick a client, or every client.
- Pick what to alert on and type the threshold.
- Click Add rule.
- Spend pace above budget and Spend pace below budget: in percent of the budget pace. 110 means spending 10% faster than planned. These need a client budget and wait for 3 full days in the month.
- Cost per conversion above and ROAS below: look at the last 7 full days.
- Spend stopped: the client spent nothing yesterday after spending in the week before.
Rules are checked every time data syncs. Owners and admins get one email when a rule triggers, at most once a day for each client. Recent alerts are listed on the Alerts page. Pause or delete a rule there at any time.
Open in Lumina:Alerts