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Set your Performance Goals

Set a conversions or conversion value goal for an ad account, and track whether it's on course to hit it.

Performance Goals give an ad account a target to aim for, like 200 conversions a month. Opteo tracks progress against it and shows it on the ad account's row on the Accounts page, so you can see which ad accounts are on track. See What each ad account row shows.

Goals only apply in Opteo. They don't change anything in the ad platform.

Set a goal

  1. Open the ad account and click Settings at the bottom of the left-hand menu.

  2. In Performance Goals, choose a Primary Goal: Conversions or Conversion Value.

  3. Choose a Goal Cycle: Daily, Weekly, Monthly, Quarterly or Yearly.

  4. For a weekly goal, pick the Goal Start Day. For a monthly goal, pick the Goal Start Date, for example the 15th if the client's month runs from the 15th.

  5. Enter the Goal Amount for each cycle.

  6. Choose a Secondary Goal: Improve Click Through Rate, Improve Search Impression Share, Improve Average Quality Score or Reduce Cost Per Click.

  7. Click Update Performance Goals.

Good to know

  • Goals count the conversions from the ad account's Conversion Actions, so choose those first.

  • Agent also uses your goals when you ask how the ad account is doing.

  • Goal changes are recorded in the Changelog.

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