Monthly Budget in Dashboard

How to set up the monthly budget in the Pro and MCC Dashboard

Monthly Budget

There are two ways to enter or modify a monthly target budget:

Click the edit icon in the Dashboard table

This will show options for the monthly budget, cycle date and basic account information such as ID, account owner, tags and notes.

Hover over the budget you want to modify

Here you can see, add and modify the monthly target budget, get information on whether the account is underspending or overspending, and the percentage of the budget used. By pressing Spend Projection or Optimize Budget, you'll be taken to the Spend Projection tool for a more complete and thorough budget-spend analysis.  


Pacing Status

When an account is underspending, the budget will be highlighted with a line under the number.

When an account is overspending, the budget will be highlighted with a line above the number.

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