Create and edit a plan with Performance Planner

Performance Planner is a tool that lets you create plans for your advertising spend, and determine how bid and budget changes to campaigns might affect key metrics and overall performance.

This tool determines the best opportunity for your plan by modeling the best budget and bid target allocation across your campaigns.

On this page

• Instructions
  • Create a plan
  • ​Create a plan using suggested plans
  • Draft plan page
  • Edit a plan
  • Remove a plan

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Instructions

Create a plan

1. Go to Performance Planner within the Toolsmenu.
2. Select the plus iconto create a new plan.
3. Enter the date range, channel and the key metric you’d like to display results for (for example, clicks, conversions, or conversion value)
   • Optional: You can select the conversion goal(s) so you can focus on optimizing specific conversion types. This lets Performance Planner use only the data from the selected conversion goal(s).
4. Optional: Enter a target (for example, spend, or cost per acquisition) for your plan. Entering a target lets Performance Planner move around your potential spend to help you achieve it.
5. Select the campaigns you’d like to include in your plan.
   • It’s recommended that you choose campaigns that drive towards the same goal or the pre-selected conversion goals. Performance Planner works best by shifting budgets between multiple campaigns and optimizing for the campaigns that are expected to drive a higher return on investment.
   • Campaigns are unforecastable if they don’t meet the requirements . You can exclude these campaigns from your forecast or you can include them by adding cost and conversion amounts for past performance during a selected date range.
   • If you're planning Shopping campaigns and have multiple Merchant Centers, performance planner allows selection of one or more Merchant Centers.
   • Note: Performance planner allows users to select more than one merchant centers only if they aren't in scope of Comparison Shopping Services (CSS) program, which means, if a merchant center is associated with even one campaign in scope of the CSS, then you have to plan them one at a time.
6. Select Createto view the plan forecast page.

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Create a plan using suggested plans

1. Go to Performance Planner within the Toolsmenu.
2. Review the suggested plans presented at the top of the page.
3. Select See campaignsto review the list of included campaigns and select Create Planto go to your forecast page
4. Alternatively, you can directly select Create planat the bottom of the card to view your forecast page.

Learn more About Suggested plans in Performance Planner

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Draft plan page

After creating a plan, you’ll find the "Draft plan" page, where you’ll find an overview of your plan. Make changes to your spend to find out how your campaigns might perform.

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Edit a plan

1. Go to Performance Planner within the Toolsmenu.
2. Select a plan and make your edits.

Your edits will then auto-save.

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Remove a plan

1. Go to Performance Planner within the Toolsmenu.
2. Check the box next to the plan that you want to remove.
3. Select Remove plan.
4. To permanently remove your plan, select Remove.

In this guide, you'll learn about the Performance Planner strategies available and how to use them in your plan management and implementation.