Overview

This article walks you through accessing and using the Budgets tab in Incentives. 

The Budgets tab provides a real-time view of how your incentive spending is tracking against planned campaign budgets. With the Budgets tab, you can:

• Monitor overall budget health
• Identify where you’re spending too much or too little across campaigns
• Dig into individual incentive details
• Export data for reporting and analysis

Accessing the Budgets tab

1. Navigate to Incentives from the main menu
2. Select the Budgets tab

Overview Panels

At the top of the page, four summary panels provide you quick insights into your budget and fund status.

Sum of Campaign Budgets

This 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 the total funds available in your account to pay incentive payouts across all campaigns:

• Total Available Funds: amount of money available to be spent.
• Usable Funds: your Total Available Funds minus the amount you expect to fulfill (‘Pending’, ‘Readied’). This represents the amount of funds available for use that are not already allocated. 

The bar uses the same breakdown as above (Fulfilled, Readied, Pending, Balance).

You can also take additional actions: 

• Click All to open a dropdown and switch between payment providers

  

• Click Total Net Deposits to view a detailed pop-up panel. This panel displays the net amount of funds added to your account since the first deposit

  

Campaign Budget Breakdown 

A pie chart that categorizes 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 less than 90% of the campaign budget
• At Risk — Incentives will exceed campaign budget if all Prepared incentives are fulfilled
• Over Budget — Fulfilled incentives exceed the campaign budget

Click any section of the pie chart to automatically filter the Tracking By Campaign table by that status.

Cash Incentive Pipeline

This panel shows a breakdown of incentive statuses for Live campaigns.

Use this panel to:

• Understand upcoming payments for Creators
• Address issues with payouts that have been completed. This panel will flag any cash payments that were not successfully paid.

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 Tracking By Campaign table: 

• Updates in real time as incentive data changes
• Defaults to sorting by creation date
• Paginates results within the table for quick navigation 

Filtering

You can use the filter controls to narrow down results.

You can apply filters in the Tracking By Campaign table:

The available filters are: Campaigns, Campaign Status, Incentive Type, and Campaign Health Status. 

You can also apply filters in the Detailed Incentive View: 

Here, you can filter by Influencer and Incentive Type. 

Detailed Incentive View

Click the "$" icon next to any campaign name in the Tracking By Campaigns table to open the Detailed Incentive View modal.

This view displays every individual incentive within the selected campaign, along with a summary of:

• Incentive Budget
• Prepared Total
• Total Paid (Fulfilled)

Exporting Data

Click Export CSV to download the current table view.

The export includes:

• Campaign Name
• Salesforce ID
• Incentive Budget
• Prepared Incentives
• Fulfilled Incentives
• Balance
• Campaign Status

For additional reporting or troubleshooting, export the CSV file or use filters to narrow down specific campaigns or incentive types.