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 5 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.