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Manage your campaign budget

Last updated: November 29, 2023

Available with any of the following subscriptions, except where noted:

Marketing Hub   Professional , Enterprise

After setting up your campaign, it's important to keep track of your campaign's budget and spending. You can review itemized lists and amount totals for the campaign. By default, these values will be displayed in your selected campaign currency. 

The following metrics will also be available after adding individual budget and campaign spend items. You can also keep track of the Budget total and Spend total at the top of the campaign details page. 

  • Budget total: the sum of all campaign budget items. 
  • Spend total: the sum of all campaign spend items. 
  • Remaining budget: the remaining budget value, calculated from the Budget total minus the Spend total.

Add new campaign budget or campaign spend items

To add a new item to your campaign budget or campaign spend: 
  • In your HubSpot account, navigate to Marketing > Campaigns.
  • Click on the campaign name.
  • At the top, click the Budget tab.
  • Click Create budget item or Create spend item

 
  • In the right panel, configure your item details: 
    • Name: enter your item name.
    • Description: enter a description for your item. 
    • Unit price: enter the unit price for your item. By default, this will be set in your campaign currency. 
  • After setting up your item, click Save or Save and add another

Manage existing campaign budget or campaign spend items

To further manage your existing items:
  • To rearrange your campaign spend or campaign budget items, in each section, click and drag the item to reorder the item. 
  • To edit an item's details, click Action, then select Edit.
  • To delete an item, click Action, then select Delete

 

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