The Goals page is the key Adspert page where you can create and manage Performance Groups, their Goals and get an overview of your KPIs (Key Performance Indicators). This article outlines the various functionalities and options available through the Goals page. You can also get a product tour that highlights all aspects of the page directly in Adspert (by clicking the hand icon on the right side of the main navigation bar).
To open the Goals page, click “Control” from the main navigation bar and select “Goals” from the drop-down menu.
First-Time Users: Goals Page Is Empty
Right after signing up for Adspert and connecting your advertising accounts, you won't have any Performance Groups yet. That's why the Goals page is empty - there is nothing to show. A condition for Adspert optimization to start is to create at least one Performance Group, assign campaigns to it and set a goal.
Create a Performance Group:
Click “Create a New Performance Group” button
See this article to find out more about how to create a Performance Group: Start Adspert Optimization: Step-By-Step Guide
Once you have created a Performance Group, to start the product tour to get a hands-on explanation about the functionalities of the Goals page.
Goals Page Elements
Notification Banner
The Notification Banner appears when there are non-optimized campaigns in your account. Click “Show Campaigns” and access all active campaigns that are not being optimized. To start optimizing them, add them to an existing Performance Group or create a new one. You can temporarily dismiss the banner by clicking “Dismiss”. The banner disappears and is replaced with a reminder in the upper right corner.
Performance Group Goals
This is the key Adspert page - it is where you can create and manage all of your Performance Groups and their respective Goals, as well as see the overall status of your Performance Groups' health. We'll guide you through each step and element. We promise it's much simpler than it looks!
Data Filters
The first three fields filter the data displayed on the Goals page:
Accounts - pick an account
Performance Groups - decide which Performance Groups to view
Campaigns - the default view is set to All Campaigns, but you can easily choose your own
As on all other pages, you have full control of the data you see on the page - you can pick specific accounts, Performance Groups and/or campaigns you’d like to see.
Search Field
If you’re not sure what you’re looking for, use the Search field to quickly find the Performance Group you need.
Date Range Filter
The Goals page displays the data of the last 30 days by default. You can change that by choosing using one of the pre-set options (Yesterday, Last week, Last month, etc.) or set a custom date range. Click on the date range box and select a suitable option.
Create a New Performance Group
This is where you can easily access our Wizard and go through all the steps to create the Performance Groups you want and need to get the results you're after.
Toggle for Paused Campaign Metrics
Choose whether you want the metrics to include those of Paused campaigns or not. By default, Adspert aggregates the performance of all campaigns in the Performance Group, regardless of their status.
Context Metrics
Choose the metrics you'd like to see on the page. You can choose up to four, and they affect the entire page - from New Performance Group process to Managed Campaigns.
Performance Group Sorting
By default, we sort the Performance Groups based on their warnings, so you see those that require your attention first. However, we do offer sorting by a specific metric as well, so you can zoom in on what matters first and work your way from there.
Performance Group Overview - Here is what you can learn about your Performance Group.
All the different Performance Groups details' we show on this particular page.
All Performance Groups from your account are visible on the Goals page. Each Performance Group is presented as an individual tile with a concise overview of its performance.
Health
Discover about the general state of your Performance Group! Are things looking a-ok, or is there are actions you can let Adspert take to improve your Performance Group structure? Let's get all these to green!
Performance Group - PG
This section is all about the characteristics of your Performance Group. The first thing you will see is the optimization type of the Performance Group - Revenue, vCPM, Profit, or Click. They’re color-coded as well, for ease of navigation - purple for Revenue, pink for vCPM, green for Profit, and teal for Click.
You can of course see and edit the name of any of your Performance Groups; just hover over the name, click the edit icon, make your change, and save. The change will be reflected immediately.
Under the name is where you can access additional details about the campaigns optimized as part of the Performance Group, including actions you can take - See, Move, and Add/Remove. Lastly, if the Performance Group is used as the default for any accounts, it will show up here, so you can quickly see which accounts' campaigns are this Performance Group ‘catching’.
It's also where you can resume optimization if you ever opt for pausing a Performance Group.
Your Performance Group Goal & Performance
Context
However, we understand that the goal metric is not the only important one, so we added 4 key metrics right next to the goal section. These are the 4 metrics you can change in the Metric selector above the table. Like the current value of the goal metric, these are presented taking the date range you set into consideration.
Set a Performance Group Max Bid
Max Bid is a very useful tool to keep your spend in check. Used as the upper limit for Adspert’s bid, it communicates your preferences when it comes to how much you’re willing to spend for a click. But, if you don’t have a clear idea of the number to put, we provide a suggestion for you to consider. And, don’t worry, the bids are in the vast majority of the cases lower than the max bid!
Note:
The Min Bid is only available for Enterprise, Scale, and Pro accounts.
Budget
This section shows the total daily budget for all campaigns in your Performance Group. You can’t edit budgets here, but you can view individual campaign budgets under Manage Campaigns below the group name. For budget adjustments and contextual recommendations to optimize your campaign spending, go to Budget Suggestions in the Reports section.
Charts
Clicking the mini chart opens a space where all the Performance Group charts live!
The Current chart shows the current goal and the actual daily development of the goal metric as reported by the advertising platform(s). To add more value to this information, you can add one additional Context metric, so you can evaluate the optimization and goal metric development against other metrics as well. This chart takes into consideration the selection you make in the date selector.
If you switch to the Historic chart, however, you will see an actual historical chart of every goal change you made for the Performance Group, including both changes in goal types and goal values. The chart even shows when the Performance Group was not optimized. Because this chart can get saturated with information very fast, depending on the frequency of changes, we limited it to 45 calendar days max. You can still add a Context metric of your choosing to the chart for extra value.
Last, there is a ready-only version of Scenarios. A place to play around without taking any action. For action-packed Scenarios, Edit goal or the full Performance Group.
To read more details about the Performance Group Chart click here.
Actions - Do More
There are more actions you can take for every Performance Group. This is also where you can rename your Performance Group, edit it as a whole, can set the Performance Group to 'catch' any newly created campaigns of your advertising accounts, pause the optimization of the Performance Group or delete it. Just a word of caution - if you ever decide to delete a Performance Group, remember to move the campaigns to other Performance Groups first. Otherwise, they will be automatically placed among the non-optimized campaigns.
In a list:
Set Default for an account
Pause Optimization
Rename Performance Group
Edit Performance Group
Change Goal
Edit Min and Max Bid
Delete Performance Group
