Budget Management

Latest update: 2024/4/30

 

1. Function Introduction

Group ad campaigns (or AI Management groups created on Xnurta) into budget groups, and perform monthly budget management and control at the group level, including: monthly budget setting, pacing notifications, monthly overspending stop & automatic start, monthly budget accumulation, and daily budget adjustment.

 

2. Use Cases

• Timely spend progress statistics and reminders help sellers manage budgets and spending, reducing the risk of overspending.

• Setting budgets for multiple months at once, even setting different budgets for different dates, helping sellers plan budgets in advance and eliminating the hassle of frequent daily operations.

 

3. Usage Conditions

• Available for Scale, Lead, and Enterprise versions, not available for Explore version.

 

4. How to Use

Function entry: Ad Management --> Budget Management

 

4.1 Create a Budget Group

The system supports two management methods: by store (profile) and by ad campaigns.

For a single store, only one of the two management methods, by store (profile) or by ad campaigns, can be enabled at the same time, and only one budget group managed by store is provided.

 

4.1.1 Create a Budget Group Managed by Profile

After entering Budget Management, select the "Profile Budget Management" page and click the Create Budget Group button at the bottom left of the page to start creating a budget group.

Fill in the budget group name and set the monthly budget.

Budget group names must be unique.

Set budgets according to the 12 months of the calendar year, with a maximum of 2 years, i.e., the current year and the next year.

You cannot set budgets for past months

Set budget for multiple months or create a batch setting of monthly budgets.

 

4.1.2 Create a Budget Group Managed by Ad Campaigns

After entering Budget Management, select the "Campaign Budget Management" page and click the Create Budget Group button at the bottom left of the page to start creating a budget group.

Select ad campaigns or management groups to form a budget group.

Excludes archived and sponsored brands campaigns with lifetime budgets.

Fill in the budget group name and set the monthly budget value, same as 4.1.1.

 

4.2 Configure Budget Management Mode for the Budget Group

4.2.1 Monitor Only Mode

If you simply want to track spending against the group’s monthly budget goal without allowing the system to adjust any campaign or management budgets, use monitor-only mode.

 

 

4.2.1 Fixed Allocation Mode

If you want the system to adjust each campaign’s daily budget according to the group’s monthly budget and specific allocation proportions—without making further adjustments based on pacing—use fixed allocation mode.

4.2.2 Daynamic Allocation Mode

If you want to set a budget plan ahead and let the system to optimize budget based on pacing, you can turn on the dynamic allocation mode and set a different budget for each day. The system will execute at 6:00 AM every day, modifying the daily budget of ad campaigns within the group according to their proportion in the budget group (only effective for active ad campaigns).

For initial setup, Xnurta will automatically allocate the current month's budget evenly across days, which users can manually adjust. The sum of daily budgets cannot exceed the monthly budget set.

Allows you to set daily budget tracking for different months.

Allows one-click restore to default allocations.

For future dates that you have not specifically set a budget for, Xnurta will adjust future daily budgets based on your monthly settings and current spending.

 

4.2.3 Enable Notifications

If the current month's time spend progress differs from the ideal progress by more than 50%, Xnurta will send a message to the user, notifying you of the current budget risk.

Actual progress: Spend to date / Monthly budget set for the current month.

Ideal progress: Ideal spend / Monthly budget: If you have set daily budget tracking, the ideal spend is calculated based on the sum of daily budgets to date; if you have not enabled daily budget tracking, it is calculated based on the sum of average daily budgets to date.

 

4.2.4 Enable Monthly Budget Accumulation

If there is remaining budget in the current month and a budget value is also set for the next month for budget management, then the remaining budget from the current month will be added to the next month.

 

4.2.5 Enable Monthly Overspending Stop & Automatic Start

If the ad campaigns and management groups under the current budget group spend close to 95% of the set budget, then all ad campaigns in that budget group will be paused; if the budget is sufficient and overspending stop has been triggered, the ad campaigns under the budget group will start automatically.

 

4.3 View Monthly Data of Budget Groups

1. View the overall data of each budget group on the Budget Management page

Chart: Allows you to select the year to view relevant data of up to 5 budget groups by month, switching metrics to compare data of multiple budget groups.

List: The list shows the core data indicators such as budget, spend, spend progress, sales, etc. of all budget groups for the current month, and supports directly modifying the monthly budget and setting management dimensions of budget groups.

For budget groups that have set daily budget allocation, view the spend/budget progress for each month.

2. View detailed data of budget groups for each month: 

Click on the budget group name in the list to view ad performance in the budget group by month and the proportion of various ad types.