Campaign & Expense Group Drawers

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Overview

Drawers are a feature of the campaign and expense group detail pages that slide out from the right side of the screen. These drawers operate in the same way as expenses and allow for a more streamlined workflow. They stack on top of each other, which means that you can drill down to an expense without leaving the manage page.

The campaign drawer has three different tabs that allow you to manage different aspects of the campaign:

  • Details
  • Allocation
  • Performance
     

Details

The Details tab allows you to edit the metadata of a campaign, such as its status, start and end dates, position in the hierarchy, and GL code. This tab provides a convenient interface for managing these campaign attributes and ensuring accurate tracking and organization of your marketing initiatives.

Notes:
  • The Forecast field appears next to the Budget field if enabled. Click here to learn more about Forecast.
  • When the Forecastcolumn is enabled and selected as the Smart Cell anchor, the Forecast field in the drawer becomes the active planning driver for all Available Budget and variance calculations. You can use Smart Cells in the Forecast column to:
    • Adjust or true-up Forecast values directly.
    • Reallocate unused amounts across months or campaigns via drag-and-drop.
    • Reflect mid-year reforecasting while maintaining the original Total Budget as a baseline.
  • Any updates made through Smart Cells are instantly reflected in both the Manage Page and Allocation tab views.
    To learn more about Smart Cell for Forecast, click here.



Allocation

Within the Allocation section, you can precisely designate how your campaign budget will be distributed across various timeframes. This feature allows you to input specific breakdowns, indicating the allocation of funds throughout distinct intervals or periods. Through the Allocation tab, effectively supervise and monitor the distribution of your campaign budget over time.

You can delve into the specifics by clicking on the Actual Spend, Remaining Planned, or Committed Budget within the Allocation tab. The Actual Spend provides a detailed view of aggregated data encompassing all child campaigns, direct expense groups, and direct expenses, all accessible on the same page. Clicking on Remaining Committed and Remaining Planned Budget for a specific month reveals immediate child campaigns and expense groups contributing to those amounts.

The Allocations tab strictly follows the global Available Budget formula defined by the administrator. Even if columns like Remaining Planned Budget or Forecast are shown in the drawer, they are excluded from the calculation unless they are part of the admin formula. To learn more about how to customize budget formula, click here.

Any updates made to the global formula in the Budget Page are automatically reflected in this view.

Note:
  • The Forecast column appears beside the Total Budget column if enabled. Click here to learn more about the Forecast.


  • When Forecast is the Smartcell anchor, the Allocations tab displays Smart Cells in the Forecast column. All manual entries, True-Up, or drag-and-drop actions now update Forecast-based availability. The Total Budget column remains visible but does not affect calculations. To learn more about Smart Cell for Forecast, click here.


In Practice: To Drill Down to Expenses and Campaign Budget

  1. Go to Manage > Campaigns > All Campaigns.
  2. On the campaign drawer page, navigate to the Allocation tab.
  3. Select the relevant expenses in the Actual Spend column.
  4. Examine the breakdown of actual spending across three rows: Child Campaigns, Expense Groups, and Direct Expenses.
  5. Optionally, click View all x on the Expense page to delve into the details.
  6. Click on Remaining Committed Budget to view the immediate child campaigns and expense groups contributing to those amounts for a specific month on the drawer page.
  7. Optionally, view the breakdown details on the Manage page by clicking View all x on the Manage page.
  8. Return to the drawer page by clicking Go back.
    Note:
    Optionally, you can close the accordion view of the Actual Spend, Remaining Committed Budget, and Remaining Planned Budget by clicking Close.
  9. Click the Remaining Planned Budget to review the committed budget breakdown on the drawer page.
  10. Optionally, check the details on the Manage page by clicking View all x on the Manage page.
  11. Return to the drawer page by clicking Go back.
Note:
Accordions do not apply at the financial year level. Clicking on those numbers redirects users either to the expense page for actual spending or the manage page for committed and planned budgets.

Performance

The Performance tab is where you can add and edit the metrics a campaign is tracking. It allows you to input and manage various performance indicators and measurements associated with the campaign.

The expense group drawer operates in the same way as the campaign drawer but does not include the Performance tab. It provides a means to organize and manage expense groups. However, it does not offer a specific section for tracking campaign performance metrics.