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Budget Management

Per-user and per-team spending controls.

Budget Overview

CRMGift provides hierarchical budget controls to prevent runaway spending:

  • Per-user limits — Monthly cap per individual sender
  • Per-team limits — Monthly cap per team/department (Team tier)
  • Per-campaign limits — Budget allocation per gifting campaign

Setting Up Budgets

Per-User Budget

  1. Navigate to the CRMGift Budget Dashboard (available as an app page)
  2. Click New Budget
  3. Select the user
  4. Set the monthly limit (e.g., $500)
  5. Save

Team Budget (Team Tier)

  1. Open Budget Dashboard > Team Budgets tab
  2. Select the team/role hierarchy node
  3. Set the team-wide monthly limit
  4. Individual user limits within the team are enforced first, then team limits

Budget Enforcement

When a user attempts to send a gift:

  1. The system checks the user's remaining monthly budget
  2. If the gift cost exceeds remaining budget, the send is blocked
  3. A helpful message shows the remaining budget and suggests alternatives
  4. Admins can override budget blocks if needed

Spend Tracking

The Budget Dashboard shows:

  • Real-time spend per user, team, and campaign
  • Month-over-month trends
  • Budget utilization percentages
  • Alert thresholds (configurable at 75%, 90%, 100%)