BI Analytics — Budgets category

Quick answer

The Budgets category shows budget health per client. Each client with a budget gets a row showing total, used, remaining, % consumed, and a status chip — on-track / at-risk / over. Know which clients are about to blow their budget before it happens.

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

• 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

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

Report	Scope	Best for
[Budget Overview](../budget-overview/)	All clients with budgets	Weekly portfolio review of budget health

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

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?

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

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

Each budget appears as its own row. Aggregate-level KPIs sum across all budgets for the client.