BI Analytics — Budgets category
Who can do this
Section titled “Who can do this”Available on the Elite plan with the Budgeting feature active, currently in beta with selective customer access. If the category is missing from the BI sidebar, check that the Budgeting feature is enabled in Settings & Apps.
What this category covers
Section titled “What this category covers”- Per-client budget totals with used / remaining / % at a glance
- Status chip — on-track / at-risk / over
- Drill into a client to see which members and topics are consuming the budget
- Burn-rate forecast — at the current rate, when does the budget run out
Budget health terms
Section titled “Budget health terms”| Term | Meaning |
|---|---|
| **Budget total** | The configured budget amount |
| **Used** | Production value (or invoiced amount, depending on budget type) consumed so far |
| **Remaining** | Budget total − used |
| **Budget %** | Used / total × 100 |
| **Status** | on-track (under burn rate), at-risk (above expected pace), over (consumed more than total) |
Status uses elapsed time as the comparison. If 60% of the period has elapsed and 80% of the budget is used, that’s at-risk.
Reports in this category
Section titled “Reports in this category”| Report | Scope | Best for |
|---|---|---|
| [Budget Overview](../budget-overview/) | All clients with budgets | Weekly portfolio review of budget health |
When to open
Section titled “When to open”- Weekly engagement-manager review — sort by % desc to see the closest-to-blown
- Mid-month sweep — filter to current month, look at status chips
- Pre-renewal — single client, year-to-date, see the trajectory before renegotiating
Troubleshooting
Section titled “Troubleshooting”A client with a budget doesn’t appear here
Section titled “A client with a budget doesn’t appear here”Either the budget isn’t active in the selected period, or the client is excluded by your filters. Check date range and entity filter.
Budget % is over 100% — what now?
Section titled “Budget % is over 100% — what now?”Conversation with the client and the engagement partner. Look at scope creep — is the extra work agreed? Either reprice or stop work.
I see “at risk” but the burn rate looks fine
Section titled “I see “at risk” but the burn rate looks fine”At-risk uses % budget consumed vs % time elapsed. If 70% of the budget is consumed in the first 50% of the period, you’ll exceed it by period-end even at a “fine” current pace.
Multiple budgets for one client
Section titled “Multiple budgets for one client”Each budget appears as its own row. Aggregate-level KPIs sum across all budgets for the client.