Task

This article will detail how to check the performance after you set up your budget plan, including checking the budget plan in different methods as well as performing bulk actions on multiple budget plans.



TABLE OF CONTENTS


Instructions

Method 1.  Check the performance data on Budget Plan List Page

You can go to the Budget Plan list page to check the budget settings and the budget/balance and other performance data. 

  1. Budget Plan Status:

    Budget Plan StatusNoteAvailable ActionsAffect on Campaign Status
    Active

    This status contains 3 types:

    1. Active - No Campaigns
    2. Active - No Budget
    3. Active
    		Pause
    		/
    Paused/Activate

    Campaign will be paused and campaign can not be enabled unless the budget plan is activated.

    Schedule/Pause
    		/
    Ended/Archive
    		/
    Archived/
    		/


  2. Filter By Period:
    By using this filter, the following columns of data will be affected:

    Period: will show the period as the period selected by the filter.
    If it is a one off campaign, the period will always be the whole Budget Plan period

    Period Budget: the sum budget of the selected period

    Balance: the sum of the balance of the selected period

    All the performance data: the sum of the data of the selected period


  3. Bulk Edit
    When you selected one/multiple Budget Plan, you are able to:
    Bulk edit the period budget
    (Only available when the select period is the current month)
    Activate the select budget plans
    Pause the select budget plans



Method 2.  Check the performance data through the Campaigns Page

Below are the actions that you can perform on the Campaigns page:

1. Check all the campaign performance which is generated within this Budget Plan.

2. Edit the weight for each campaign, the weight will affect the allocated budget amount for each campaign

3. Add/remove campaigns in the campaign list. 

When you add new campaigns, the default weight will be blank and you need to submit the weight for the newly added campaigns.

Note:
You are only able to add campaigns which you have access to all hotels or are unlinked with other Budget Plans.
When you remove one campaign from a Budget Plan, the removed campaign’s budget will be unlimited and the campaign will be paused.

4. Bulk Edit

When you select one/multiple Budget Plans, you are able to:

a.Remove campaigns

b.Bulk edit weight



Method 3.  Check the historical performance data in the Dashboard&Report

If you want to check the historical performance data for a Budget Plan, you can click the link button Go to Historical Budget Plan Dashboard, and it will redirect you to the desired page. 

At the same time, you can also check the Budget Plan and the metrics in Report.