What Is It?
The Budget Management Side Tray is designed to help you oversee and manage various aspects of your advertising budget. It provides a quick snapshot of budget alerts, spending projections, and overall budget performance, all in one place.
Why Use It?
The Budget Management Side Tray is ideal for advertisers seeking a quick and efficient way to monitor budgets without the hassle of switching between multiple tools. Whether you're tracking spend trends, setting up alerts, or reallocating budgets across channels, the side tray offers a centralized and efficient view—right from the All Accounts Dashboard. Here are some key benefits:
Save time: Access critical budget insights without navigating away from your dashboard.
Stay on track: Monitor spend pacing and ensure you’re aligned with your Monthly Target Budget.
React quickly: Set up or modify alerts easily if your spend deviates from planned targets.
Improve control: Get real-time projections and budget optimization recommendations across platforms.
Simplify budget management: With tabs for Budget Monitor, Spend Projection, and Budget Optimization, everything you need is at your fingertips.
Support for Different Platforms
Google, Microsoft, and Yahoo Japan Ads accounts: The side tray offers 3 tabs - 'Budget Monitor', 'Spend Projection', and 'Optimize Budget.'
Amazon Ads and Facebook Ads accounts: The side tray offers only the 'Budget Monitor' tab.
Accessing the Side Tray
To access the Budget Management Side Tray:
Navigate to the All Accounts Dashboard.
Hover over your Monthly Target Budget value.
A pop-up will appear displaying details about your budget, projections, costs, pacing, etc.
Click on Optimize Budgets or Spend Projection at the bottom of the pop-up to open the side tray.
Clicking on Add Budget Monitor will direct you to a side tray for creating a new budget alert directly from your All Accounts Dashboard.
Budget Monitor
The Budget Monitor tab in the Budget Management Side Tray allows you to monitor all the budget alerts created for the chosen account and to add new budget monitoring alerts.
You will see alerts monitoring the entire account as well as Budget Monitors for specific budgets. If you do not have any alerts created for specific budgets, you will see a prompt to add one.
Spend Projection
The Spend Projection tab shows you cumulative and daily projections based on your Monthly Target Budget for the chosen account. You can navigate to the Spend Projection tool from the side tray to get full details.
Optimize Budgets
The Optimize Budget tab shows you a chart of spend distribution across channels and an overview of how all the Budgets in the account are performing. For in-depth insights and advanced settings, navigate to the Optimize Budget - Single Account tool from this tab.