If you are running "set-it-and-forget-it" Automated Campaigns (like Birthdays, Work Anniversaries, or New Hire onboarding), your recipient list is constantly changing.
The Projections tool helps you forecast exactly how much you are going to spend in the upcoming weeks.
How to view upcoming automated costs:
Navigate to the Billing tab on the left-hand menu.
Select the Projections section.
You will see a detailed calendar and list view of all upcoming automated gifts scheduled for the month.
Budgeting: The page will display the Estimated Total Cost for these upcoming sends. This is the perfect tool for ensuring your Prepay or Instant Payment billing methods have enough funds loaded to cover the upcoming celebrations!