Lumina

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.

  1. Open Alerts.
  2. Pick a client, or every client.
  3. Pick what to alert on and type the threshold.
  4. 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
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