Campaign Budget Tracking Dashboard in Smart Benefits Engine

Quick Overview

Our new Campaign Budget Tracking Dashboard is designed to give card issuers complete control and transparency over campaign spend.Track budgets in real-time at Issuer, Program, and Benefit levels, with alerts and approval flows that prevent overspend and streamline campaign management.

What does it solve?

Managing campaign budgets across multiple programs is complex and prone to overruns, manual errors, and delayed insights. The new dashboard consolidates budgeting workflows, allowing issuers to set, monitor, and adjust budgets instantly with built-in approval mechanisms. This eliminates guesswork and empowers self-service financial governance.

Key Features

• Unified Dashboard: See total allocated, disbursed, remaining, and utilization at a glance for Issuer, Program, and Benefit scopes
• Real-Time Tracking: Instant visibility into budget usage and forecasts
• Maker-Checker Workflow: All create/edit/delete actions require approval, ensuring compliance and auditability
• Role-Based Access Control: Editors can manage budgets; others have view-only access
• Threshold Alerts: Configurable email alerts fire when utilization crosses critical levels
• Drill-Down and Filters: Quickly navigate to issuer, program, or benefit summaries

Benefits You’ll Love

• Eliminate Overruns: Set controls and get notified before budgets run out
• Boost Operational Efficiency: Fewer manual interventions and disputes
• Comprehensive Audit Trail: Every change is tracked and easily accessible
• Flexible Campaign Management: One-click creation/editing and approval flows built for speed

Use Cases

• Multi-Program Campaigns: Instantly set and monitor program-specific budgets
• Benefit-Level Cost Control: Separate budgets for each reward type
• Live Spend Monitoring: Alerts ensure campaign owners know when budgets approach critical thresholds
• Approval Governance: Maker-Checker ensures all changes are reviewed and validated

How It Works

• Setup: Issuer or Program owner creates a budget with defined scope and duration
• Approval: Actions enter a Maker-Checker queue—checker receives instant notification
• Tracking: Dashboard auto-updates with every approved change; utilization charts reflect current state
• Alerts: System fires emails when usage crosses healthy, caution, and critical thresholds
• Audit: Full history of changes and approval comments for transparency

Empower your teams with seamless budget control—manage campaigns confidently, maximize ROI, and stay agile in today’s dynamic card landscape.