Opteo has two navigation areas that help you move around the platform.

The Global Navigation sits on the far left and contains features that apply to your whole workspace, like AI Chat, Alerts, and your Opteo account settings.

When you open an specific ad account, you can navigate through the various features using the Ad Account Navigation left side bar.

This article focuses on the Ad Account Navigation.

To access it, start in the Account Centre and click on any ad account. Once inside, you’ll see a new set of tools appear in the left sidebar, designed to help you understand what’s happening in the account and where improvements can be made.

Below is a quick overview of the main sections you’ll find inside an ad account.

The Improvements page is where you'll find Opteo's optimisation recommendations.

Opteo analyses your ad accounts every day and surfaces opportunities to improve performance or reduce wasted spend.

Each improvement highlights:

Many improvements can be applied with a single click, allowing you to make changes without leaving the platform. You can also sort improvements by priority, type, or date, and review completed or dismissed recommendations.

The Issues section highlights critical problems that may affect how your campaigns run. These are not optimisations, but things that may be breaking or disrupting your ads, such as:

Issues act as a live to-do list for the account. When something is fixed, you can recheck it in Opteo to confirm the problem has been resolved.

The Performance section helps you understand how your campaigns are performing over time. It contains four main views:

A visual overview of key performance metrics such as spend, conversions, CPA, and ROAS. You can customise the graphs shown, adjust the date range, and choose which campaigns or conversion actions to include.

Read the full guide to Dashboard

Segments break performance down into meaningful groups, helping you understand what’s driving results.

For example, you can analyse performance by:

This makes it easier to identify strong or underperforming segments.

Read the full guide to Segments

The Trends page compares performance across two time periods and highlights how key metrics are changing. This helps you quickly spot patterns such as:

AI can also explain trends and suggest possible causes.

Read the full guide to Trends

The Scorecard is Opteo’s Google Ads account auditing tool. It reviews your Google Ads account against a range of best-practice checks and highlights areas where your setup could be improved.

Each check contributes to an overall account score, and over a dozen section scores, helping you quickly understand how well your account is structured and where improvements could be made.

Read the full guide to Scorecard

The Toolkit section contains advanced tools designed to help you analyse campaign data and manage large accounts more efficiently.

Account Manager provides a flexible table view of your campaigns, ad groups, and keywords. It allows you to quickly filter, sort, and review performance data, as well as make bulk edits across multiple items without needing to navigate through the ad platform.

Read the full guide to Account Manager

N-gram Finder analyses your search term data to identify recurring word patterns across queries. This helps surface keyword opportunities, highlight terms that frequently appear in high-performing searches, and uncover words that may be driving wasted spend and should be added as negatives.

Read the full guide to N-Gram Finder

The Notes page keeps a record of important changes and activity within your ad account.

Whenever you apply an Improvement through Opteo, the platform automatically creates a timestamped note. This helps you keep track of what changes were made and when they happened, making it easier to review optimisation history over time.

You can also add your own notes to document manual changes, campaign experiments, or important events that may affect performance.

All notes are stored in a timeline and can be exported as a CSV, allowing you to analyse changes over time or maintain a record of account activity outside of Opteo.

The Targets page is where you define performance goals for your campaigns.

Opteo automatically groups campaigns by network (such as Search or Display), but you can also create your own groups.

For each group you can set:

These targets help Opteo tailor its recommendations to your goals.

If you prefer, you can also use automatic targets, which base the goal on the account’s recent performance.

Read the full guide to Targets

The Settings page contains configuration options for the ad account. Here you can manage things such as:

These settings help Opteo understand how the account should be analysed and what success looks like for your campaigns.