Performance Groups & Goals is the key page where you manage and view your Adspert optimization.
It’s where you select the campaigns you want to optimize and set or adjust your optimization goals.
How to Create a Performance Group (PG)
Before Adspert can start optimizing your ad accounts from one or multiple platforms, you need to create Performance Groups (PGs), assign ad campaigns to them, and set goals.
What is a Performance Group?
A Performance Group (also known as PG) is a group of campaigns that are optimized towards a shared optimization goal, like Maximizing Sales or achieving a specific ACoS.
To reach that goal more effectively, group campaigns that have something in common - such as products, similar ACoS values or other metrics - into the same Performance Group.
Create a Performance Group: Step by Step
To create your first Performance Group, click “Create a New Performance Group” button or click the link in the middle of the PG & Goals page “Create a Performance Group and start optimizing your campaigns”.
In both cases, a new page opens up with the first step to create a new Performance Group. The process of creating a Performance Group is pretty straightforward.
Once you have created your first Performance Group, you will see more elements on the PG & Goals page.
This demo account already contains several Performance Groups.
Performance Groups & Goals: Page Elements
Notification Banner
Click “Show Campaigns” and see all non-optimized campaigns. 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 short reminder in the upper right corner.
Data Filters
The first three fields filter the data displayed on the Performance Groups & Goals page: accounts, Performance Groups and/or campaigns.
Important note: when using those data filters, they only apply to the chosen asset (e.g. campaigns) and not to the metrics displayed on the right.
For example, if you filter out one campaign, the metrics on the right do not represent metrics for only that campaign. They represent metrics of all campaigns from the same Performance Group. Furthermore, it includes historical values, so displayed metrics also include paused campaigns.
Search Field
If you have a lot of Performance Groups, you can also use the Search field to find the Performance Group you are looking for.
Date Range Filter
By default, the PG & Goals page shows the data for the last 30 days. To change it, click on the date range box and select one of the pre-set options or set a custom date range.
Shrink
We like details, but we understand it is sometimes better to see more on the page. Click the zoom out icon to view more Performance Groups at once.
Sort Performance Group
Performance Groups are sorted based on their current status. The ones that require your attention are displayed on the top. However, you can sort them by a wide range of metrics. Click the list icon on the right and choose a sorting option from the drop-down list.
Need More Performance Groups?
If you need to create a new Performance Group, click “Create New” and follow the process.
Performance Group Overview
The Performance Groups and Goals page displays all your Performance Groups and this is why it is the key page for Adspert optimization. Each Performance Group is presented as an individual tile from where you can check its performance or make changes.
Details (Optimization Type, No. of Campaigns, etc.)
This section presents Performance Group characteristics: optimization type, its name, information about assigned campaigns, and options to manage them. You can see whether a Performance Group is set as default for new campaigns added to any of your accounts.
Goal & Its Status
Looking further to the right, you can see the Performance Group’s main goal and its current performance. Shown information corresponds to the selected date range (the default is 30 days).
One additional note if the Performance Group’s goal is a Daily Cost Limit goal. The bigger, bolded number represents daily cost. Under the bolded number, there is a cost that corresponds to the selected date range.
For example, if you want to see the cost for one month, simply select one month in the date range selector. Then you can easily compare cost per day with cost per month and observe the main goal and its current performance at the same time. This is Daily Cost Limit goal specific and does not apply to the rest of the goals.
You can also edit the Performance Group goal. Hover over its name and click the edit icon. Then you can adjust its value or pick another goal.
Support Metrics
We know goal metrics are not the only important ones, so we added 4 support metrics to the right. They are defined based on the combination of the goal and optimization type. Like the goal metric, all four metrics correspond to the selected date range.
Goal Performance
The miniature version of the main goal performance chart gives you an idea of how the optimization performs on a daily basis. The dotted horizontal line represents the current goal, and the solid line represents the goal value corresponding to the selected date range.
Main Goal Performance Chart
Click the miniature goal performance chart to extend it to the main goal performance chart and see a detailed KPI overview.
The chart has two modes, Current and Historic with an option to add a Context metric. View the chart in Current mode to see the current goal - dotted horizontal line - in relation to the daily development of the goal value as reported by the advertising platform(s).
You can add one additional Context metric to evaluate the optimization and goal metric development against other metrics.
If you switch to the Historic mode, you see every goal change (type or value) you made for the Performance Group. The chart even shows when the Performance Group was not optimized. Because this chart can get saturated with information, it is limited to viewing a maximum of 45 calendar days at once.
Manage Performance: Get Actionable Recommendations
Once you set up your Performance Groups, you should keep an eye on them to manage your ad optimization to the fullest.
But you don't need to do it alone - use Performance Group Health and the Assistant to check and manage your campaigns. Keep reading!
Tight on time? Check this 2-min video instead:
Performance Group Health is one of the most helpful features in Adspert.
Many sellers told us that they struggled to figure out what's really working in their ads, what's not, and what to fix to improve your campaigns. And with Health, you immediately see where to focus first without guessing and digging through reports.
Understanding Health Status Colors
Green means all good, yellow means Performance Group needs some attention, and red means critical issues are holding back your performance and you should immediately check it out. And the empty icon means the PG is either paused or inactive.
And this gear icon means the PG is in Learning.
When a PG is in Learning, we recommend you not to edit its goal. This 7-day learning phase helps Adspert better understand your campaigns and builds a strong optimization base.
Once Learning ends, health updates automatically. And here is the best part. Adspert doesn't just flag issues, but it also gives you clear data driven recommendations on how to fix them. And that's where the Assistant comes in.
Below the health status, there is a lightning icon with a number. That number tells you how many recommendations Adspert has for this Performance Group. Click it to open the Assistant.
Assistant: Boost Your Performance Groups
This is the real game changer. Here, Assistant gives you clear, actionable recommendations based on your actual campaign data, not guesses or generic advice. You get tips like adjusting your budget, bidding strategy, tweaking your campaign, max bid, or even your goal. Each tip comes with a clear explanation so you always know exactly what's changing and why. So say goodbye to digging through reports or guessing what to try next.
Plus, you remain in full control. Just review the recommendations, accept the ones you like, and Adspert will apply it automatically.
You can also give a thumbs up or down to each recommendation, just like on Netflix. Your feedback helps us improve what you see.
Before we move on, look out for the yellow banner at the top of the Performance Groups and Goals page. It appears when ads per the text campaigns that are not assigned to any performance group, meaning they aren't being optimized. The banner helps you spot and fix that quickly so no campaigns get left behind.
Manage Campaigns within Performance Groups
Below a Performance Group’s name, you see the number of assigned campaigns. When you hover over it, “Manage campaigns” text appears. Click it to manage campaigns. A new window appears.
In the upper part of the window, there are Performance Group’s optimization goal, current KPIs, and its optimization type. Underneath it is a list of all campaigns assigned to the Performance Group and their performance metrics.
Check the boxes on the left to select campaigns. Then you can remove the selected campaigns (“Remove Campaigns”) from the Performance Group or move them to another one (“Move Campaigns”).
If you have many campaigns in a Performance Group, you can also use the search field or the filters above to find specific campaigns faster. You can also sort them here by different parameters and change the campaign metrics. There are Select all and Deselect all options as well. Both options are especially useful when you want to apply changes to multiple campaigns at once.
If you want to add a new campaign to the Performance Group, click “Add more campaigns” and follow the process in the new window.
We learned how to manage campaigns. Let's move on to introducing the remaining actions, Report and More Actions on the far right.
Report & More Actions
Click “Report” to open the Key Figures page for the selected Performance Group. This is the main report page of the selected Performance Group that opens in a new tab. You can zoom in on whichever detail and take different actions within that Performance Group.
Let’s close the Key Figures tab and go back to the Performance Groups & Goals page.
Click “More Actions” to set a Performance Group as default, edit it, pause optimization or delete a Performance Group. Let’s present all actions one by one.
The first one is to set a Performance Group as the default for an account. A click on this option opens a pop-up with a list of available advertising accounts. Select the advertising account or accounts and click “Confirm”. All newly created campaigns of selected accounts will be automatically added to this Performance Group.
The second action is to edit your Performance Group from start to end. A click on “Edit” opens a new window where you can easily add or remove campaigns from this Performance Group, change its name or adjust its optimization goal.
Last but not least, you can pause the Performance Group optimization or delete it. A word of caution - if you ever decide to delete a Performance Group, remember to move the campaigns to another Performance Group. If you do not move campaigns and delete a Performance Group, their optimization stops and they are automatically placed among the non-optimized campaigns.
Product Tour
The hand icon represents a product tour that guides you through all the single elements of the page. Click the hand icon and start the tour on any Adspert page anytime. Following a product tour is a great way to refresh your knowledge, especially if something is unclear.
If you have any further questions, get in touch with us. Click the blue chat box and we will be happy to help you.