Process Owner: Emily PeGan
Last Updated: Sseptember 2024
SOP Linked: HERE
Budget Master Doc Linked: HERE
3-4 days before EOM
Jonathan to clear budgets from most recent month tab
Jonathan to make sure all client names in month tab are updated to what is in “current month” tab to ensure budgets pull in from funnel correctly
Jonathan to send out cleared budget sheet to the team so they can start filling in
1st day of new month
Jonathan to send out sheet to the team again to fill in any missing budgets
New “Budget Info” column must be filled out by strategists for each account
Throughout the month
Mondays and Thursdays:
Before each screenshot pull: filter out accounts that are “Unlimited/Based on Performance” in Budget Info column (G)
Diana to check in on pacing and share updates about any accounts that are over- or under-pacing in the #paid-media-pacing-updates slack channel
Filter column H in “Current Month” tab by color
Filter by red and send a screenshot to the channel for overpacing
Filter by blue and send a screenshot to the channel for underpacing
Strategists will share in thread of messages if there have been any budget changes that aren't reflected in the sheet
Diana to remove all filters from the sheet after posting so that managers can look at the sheet themselves