> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Budget, alerts and results

> Set a monthly spending cap with alerts and automatic pause and track investment, clicks, return and lead funnel on the ads dashboard.

Control how much each account can spend per month and see the return on campaigns on the dashboard.

## When to use

* Avoid surprises on the ad account's credit card.
* Measure how many leads and sales the ads brought.

## Monthly cap and alerts

**1. Open the ads integration**

Go to **Settings**, **Integrations** and open the ad account integration.

**2. Find the budget section**

Look for the **Budget Control and Alerts** section.

**3. Set the cap**

In **Monthly Spending Cap (R\$)**, enter the maximum amount for the month for this account. Leave it blank or zero to impose no automatic limit.

**4. Set the alert**

In **Usage Alert (%)**, choose at what percentage of the cap you want to be notified. The default is 80%.

**5. Save**

Save the integration.

What happens:

* **At the alert percentage:** a bell notification warns that the account's spending has reached that point.
* **When the cap is reached:** the account's active campaigns are paused and a notification says how many were paused.

> [!NOTE]
>
> The cap check runs every hour. For that reason, spending may go slightly over the amount before the pause. The amounts spent come from metrics synchronization, which is also periodic.

## The ads dashboard

**1. Open the dashboard**

Go to **Dashboard**.

**2. Choose the view**

In the **Dashboard View** list, select **Ad Campaigns**. It appears when there is an ads integration and the plan includes the module.

| Indicator | What it shows |
| :- | :- |
| **Investment** | Spending in the period and how many campaigns are active. |
| **Impressions** | How many times the ads appeared, with the total clicks. |
| **CTR** | Percentage of clicks over impressions, with the average cost per click. |
| **Conversions** | Attributed leads and sales. |
| **Investment Over Time** | Daily spending on campaigns. |
| **Investment by Platform** | Spending and clicks, comparing Meta Ads and Google Ads. |
| **Attributed Revenue**, **Spending in the Period**, **ROAS**, **Cost per Sale** | Return on investment, based on won deals from leads that came from ads. |
| **Attribution Funnel (Ad, Lead, Sale)** | Clicks, attributed leads and won deals. |

## How a lead is linked to the ad

When a customer arrives through WhatsApp or Instagram from a Meta ad created in Notfy, the lead is linked to that campaign. Ads created outside Notfy are not linked automatically.

## Frequently asked questions

> [accordion] The dashboard numbers do not match the platform's.
>
> Metrics are synchronized periodically, and currently only at the campaign level. Small time differences are normal.

> [accordion] I got the cap reached notice. How do I run again?
>
> Increase the cap in the integration or wait for the next month, and then activate the campaigns again in the list.

> [accordion] I do not see the ads view on the dashboard.
>
> It depends on an active ads integration and on the plan. See [Connect accounts](https://docs.notfy.ai/en/anuncios/conectar-contas.md).

> [card] [Dashboard](https://docs.notfy.ai/en/painel-de-controle.md)
>
> Dashboard overview.

> [card] [Manage campaigns](https://docs.notfy.ai/en/anuncios/gerenciar-campanhas.md)
>
> Reactivate paused campaigns.


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