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What each ad account row shows

What the numbers, colours and buttons in each row of the Accounts page mean, and what to do when a row shows a warning.

Each row on the Accounts page gives you a quick read on one ad account. Click anywhere on the row to open the ad account.

Name and activity

  • Improvements count: the number next to the ad account's name is how many Improvements are waiting for you. See Improvements Overview.

  • Active: when you last opened the ad account, for example "Active 3 days ago". It shows "Never opened" if you haven't opened it yet.

Metrics

Two metrics with small graphs, for the date range you've picked. To change which metrics show, see Customise your Accounts page.

Issues

The Issues button shows how many Issues the ad account has, for example 3 Issues. Click it to go straight to its Issues. See Issues Overview.

Budget

The budget pill shows how this month's spend is pacing against the ad account's monthly budget:

  • Green: on pace.

  • Amber: a little over or under pace.

  • Red: well over or under pace.

  • Grey: no budget set, or too early in the month to tell.

Hover over it to see spend so far this month, then click Set Budget or Update Budget to change it in the ad account's Settings.

Goals

The goal bar shows progress towards the ad account's CPA or ROAS goal. It's green when the ad account is on track or ahead, and red when it's behind. Hover over it to see the details, then click Set Goals or Update Goals.

Account Group and Account Manager

The two small buttons at the right of the row show the ad account's group and its account manager. Click them to change either one. See Create and manage Account Groups and Assign an account manager to each ad account.

On smaller screens, some of these columns are hidden to make room.

Warnings on a row

Sometimes a row shows a message instead of numbers:

  • Connection lost or Access lost: Opteo can no longer reach the ad account. Click Go to Linked Accounts to fix it before the date shown. See Fix an ad account showing Connection Broken or Access Lost.

  • Not linked to your team: the ad account is in one of your team's groups, but isn't linked to your team in Opteo. Click Link Account.

  • Not actively connected to your Opteo account: a teammate's ad account is in a group you can see, but you aren't connected to it. Click Connect Account.

  • Unable to fetch data for this account: Opteo couldn't load the numbers this time. Refresh the page, and contact us via chat if it keeps happening.

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