Scope
This guide covers daily operation for Budget, Forecasting & What-if. Availability depends on your tenant package, role and configured providers.
Purpose
Allocate channel budgets and explore scenario implications.
Adjust allocation and inspect scenario consequences.
Before you start
Correct tenant and project selected
Required source or provider is available
An accountable owner is identified
Test data can be separated from live activity
Procedure
- State the operating objective and the record, audience, campaign or project in scope.
- Adjust allocation and inspect scenario consequences.
- Inspect the current status and supporting context before changing anything.
- Account for system behaviour: Refresh recommendations when plan inputs or evidence change.
- Resolve failures, missing data or approval requirements before continuing.
- Close the loop: Compare projected ranges with delivered spend and outcomes.
Verify the result
Compare projected ranges with delivered spend and outcomes. Confirm that the intended record, state, run or report is visible to another authorised operator and that its next owner is clear.
Completion checkpoint
The capability is in the intended state, evidence is current, exceptions are owned and the next action can be understood without a separate status message.
Controls and limitations
Keep forecasts directional and paid changes human-controlled. Predictive, attribution and recommendation outputs support operator judgement; provider and data limitations remain relevant.