In this Article:
The Budgets tab gives you a real-time view of how incentive spending tracks against your planned campaign budgets. Use it to monitor budget health, identify overspend or underspend, and export data for reporting.
Access the Budgets tab
- Navigate to Incentives from the main menu
- Select the Budgets tab
Overview Panels
The top of the page shows four summary panels.
Sum of Campaign Budgets
Displays the total planned incentive budget across all active campaigns (Live, Ready, and Paused).
The bar breakdown shows how that total budget is distributed:
- Fulfilled — Incentives that have been paid out
- Readied — Incentives approved and queued for payment
- Pending — Incentives in progress but not yet approved
- Balance — What remains after subtracting Prepared and Fulfilled amounts from the Campaign Budgets
Total Funds Overview
Displays your total available funds across all campaigns, with the same breakdown as above. It also shows Usable Funds: your total available funds minus what's already allocated (Pending and Readied).
Campaign Budget Breakdown
A pie chart showing Live campaigns by budget status:
- On Budget — Fulfilled and prepared incentives are 90-100% of the campaign budget
- Under Budget — Fulfilled and prepared incentives are below 90%
- At Risk — Incentives will exceed campaign budget if all Prepared incentives are fulfilled
- Over Budget — Fulfilled incentives already exceed the campaign budget
Select any section of the pie chart to filter the Tracking By Campaign table by that status.
Cash Incentive Pipeline
Provides a breakdown of incentive statuses for Live campaigns. Use this to understand upcoming payment volumes and flag any failed payouts.
Potential New Campaigns
This panel indicates whether or not you have enough available funds to run additional campaigns, using your best-performing campaign in the last 6 months as a benchmark.
Tracking By Campaigns Table
The table updates in real time as incentive data changes. It defaults to sorting by creation date and paginates within the page.
Campaigns without a budget set display "—" in the Incentive Budget and Balance columns.
The available filters are: Campaigns, Campaign Status, Incentive Type, and Campaign Health Status.
Select the $ icon next to any campaign name to open the Detailed Incentive View, which shows every individual incentive within that campaign and their statuses.
Export
Select Export CSV to download the current table view. The export includes:
- Campaign Name
- Salesforce ID
- Incentive Budget
- Prepared Incentives
- Fulfilled Incentives
- Balance
- Campaign Status
Applied filters carry over to the export.