Performance Bounds

Performance Bounds help you evaluate account performance by creating custom benchmarks for your key performance indicators (KPIs). This feature provides a simple way to assess portfolio health and identify accounts that need further investigation. Performance bounds are a customer-level setting only available to those with manager access. This means the alerts set up here will show for all users on all accounts when a performance bound is triggered.

Configuring Performance Bounds

To set up Performance Bounds:

Go to Settings & Tools, and select Performance Bounds in the dropdown menu.
Click the button + Create New Performance Bounds Set.
Choose a vertical from the dropdown menu (e.g., Real Estate, Solar).
Enter a Lookback window (in days).
Click the button + Add Performance Bound.
Select a metric to monitor (e.g., Pacing, CPC, Impressions).
Enter ranges for lower or upper bounds based on alert severity:
Note: You do not have to set a value for each field.
Alarm: High Severity
Warning: Medium Severity
Concern: Low Severity
Enter a value in the Min. Spend field for the color-coded indications to show in the Manage table.
Create as many Performance Bounds as desired, segmented by vertical.
Click Save when done.

When one of your metrics falls outside of the parameters you define, you will receive a Notification under Performance Health.

Viewing Performance Bounds in Manage

In the Manage table, metrics that fall outside the defined parameters will be color-coded according to your setup. This color coding will immediately catch your attention and highlight accounts that require your action.

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