Setting budgets in Opteo will unlock additional features like budgets alerts and budget visualisations 📈  📊  📉

Here’s a quick overview of how it all works:

Setting a client budget:

First, click “Set Budget” in one of your clients in the client list:

Budget indicator on client list:

You’ll see that it will reveal a stoplight system with 3 coloured indicators. Here’s what they mean:

Note that we get more and more strict on the projected budget vs. target as you get through the month. That’s because on day 6 of the month, being 25% over budget is not that big a deal and still very manageable. Inversely, being +25% on the day 26 of the month may be irrecoverable.

Budget vs. Projected Spend in Client "Overview" Tab:

You’ll also see your client’s “Overview” tab in Opteo includes target budget:

In this example, you can see that we’re projected to be over-budget based on our current trajectory.

Modifying Client Budgets

You can modify a client’s “Target Budget” at any point via their Client Settings located in the left side bar menu of the UI.

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