On this page
The short answer
Optizads 1.24 opens every workspace on a new Overview and adds a Goals page that draws each goal against Oppy's plan, with a month-end forecast. It also brings a report builder with 24 templates. Metrics go from 22 to 157 across Google Ads, GA4 and Search Console, plus your own from Google Sheets. In the chat, Oppy can now drop report cards into its answers.
The Overview: your month on one page
The Overview is now the first page of a workspace. It answers the question you open the app with: how is this month going, and what needs me? A greeting sits at the top, with Oppy's mode switch, Suggest or Autonomous, and the number of findings from the last audit.
Below it, the cards come in this order by default. You can drag them, hide them and save your own layout, which is kept for you alone.
| Card | What it shows |
|---|---|
| This month | The budget's pace and each goal's pace, side by side |
| Oppy's impact | This month's changes and what each one really did |
| Needs you | Tasks waiting for your yes, and the open alerts |
| What Oppy did alone | Changes made in Autonomous mode, with Undo |
| My metrics | Up to 12 metric cards you choose |
| Reports | The latest reports and the next one to go out |
| Guides and help | Guides, and a link to book a free call with a specialist |
Reading the This month card
Take a garden centre with a €6,000 monthly budget, on day 12 of 31. It has spent €2,640, about €220 a day. The card sets that against the target to date and shows where the month will likely end, with a range on hover. At this pace the month heads past 105% of the budget, so the chip reads Over pace. One line under it does the sum for you: to end on the budget, €177 a day.
The goals sit on the right half of the card. Counts get 10% of slack against an even pace to date before they show as behind. Costs get 5% above their goal before they show as off target.
157 metrics, and your own
Metrics went from 22 to 157. Each one can sit on the Overview, go in a report's key figures and trends, or become a goal.
Google Ads
- Metrics
- 80
- What it needs
- The account you connected
Google Analytics 4
- Metrics
- 73
- What it needs
- GA4 connected and a property chosen
Search Console
- Metrics
- 4
- What it needs
- Search Console connected
A Google Sheet or a spreadsheet
- Metrics
- Up to 20 per account
- What it needs
- A column, set up in 3 steps
Calculated
- Metrics
- Up to 20 per account
- What it needs
- Two metrics and one operation
A ratio over a period is worked out from the period's sums, never by averaging daily ratios. Impression shares and every GA4 figure are read from Google for the exact span, because they do not add up day by day. The Data and metrics page explains the sources. The metrics list gives a line on each one, from engaged sessions to search top impression share.
Sheet metrics are for what Google cannot see: shop sales, signed quotes, calls logged in a CRM. Point Optizads at a column of a Google Sheet. Say how a day's rows combine and how dates are written, and it becomes a metric. Every tab laid out the same way is read, and read again each night.
A calculated metric combines two others with Divide, Multiply, Add or Subtract. Shop revenue from your sheet divided by Google Ads cost gives a return on ad spend measured on real sales.
Figures kept day by day
Behind this, Optizads now keeps each account's figures by day. On first connect it reads about 25 months of Google Ads history and 16 months of Search Console. The last 35 days are fetched again nightly, so a conversion Google records late lands on the day it belongs to. When you open the Overview and the figures are over an hour old, the account is read again.
Goals: each target against a plan
The Goals page gives each goal a tab and one chart. The chart sets what happened against Oppy's plan, over the months around this one: by default the three before, this month and two ahead. Arrows move the window. Under the chart, the campaigns table shows each campaign's monthly budget, what it spent and its projected month end.
The main goal has two parts: a count a month of the account's own result, and a maximum cost per result. That cost is Oppy's reference for judging a budget raise. It is not a Google Ads bid target, and your bidding does not change. While it is empty, Oppy uses your 30-day average.
Other goals can go on any metric, your own included. Counts get a goal a month, rates and costs get a level: a ROAS floor, a click-through rate to hold, engaged sessions to reach.
Calls counted your way
A plumber in Nantes aims for 120 calls a month. By the 20th, Google Ads counts 71 call conversions, because only calls over 60 seconds count by default. The ads actually took 96 calls. On the Goals page, the source picker asks which calls to count: All calls, or Calls counted as conversions. The verdict on the month changes with the answer.
The main goal can also be counted from your own table, a Google Sheet or a file in the Library. Where the table has no row for a day, Google Ads fills the gap, and you can see which days came from which source. The goal tracking guide covers how to choose, and the conversion goal calculator turns a monthly goal into a daily pace.
A forecast on every figure
Every figure on the Overview and the Goals page is drawn with where its month will likely end. The Goals chart labels that line Forecast, with a likely range around it. Forecasting shows every place it appears.
- It keeps to your budgets. Spend never goes past what the live budgets let Google charge, and no campaign's month goes above what Google can still charge it.
- It counts late conversions. Recent days are read as what they will hold once Google has added the conversions it still owes.
- It restarts after a long pause. A pause of 28 days or more starts the history again. With every campaign paused, the chart says No campaign running.
No forecast is drawn before an account has 7 days of figures. The second line on the chart, Potential, adds what Oppy's open tasks with an estimate should bring once made. A kind of change not yet checked against real results counts at half.
How it works
The forecast is explained in plain words in how the Optizads forecast works. To try it on your own figures, use the free forecast calculator.
Reports you build, from 24 templates
The report builder lays cards on a 12-column grid. Drag a card to move it, pull its edge to resize it, open it to change its settings, then save. Undo and redo are there when a move goes wrong. A report holds up to 30 cards, picked from 36 types in the card library: key figures, a performance chart, budget pacing, the main goal, campaigns, searches, calls, placements and more.
You do not have to start from a blank page. The template gallery holds 24 report templates, sorted into six sections. Open one and it shows this account's figures at once. Customize saves a copy for the whole workspace.
Regular reports
- Templates
- 3
- One to try
- Weekly report
Performance overview
- Templates
- 6
- One to try
- Campaigns
Goals and conversions
- Templates
- 2
- One to try
- Conversions
Where and when your ads ran
- Templates
- 6
- One to try
- Searches
Ads and assets
- Templates
- 4
- One to try
- Landing pages
Shopping and Performance Max
- Templates
- 3
- One to try
- Performance Max
Google Ads tables in a report let you pick columns, sort, filter and show up to 100 rows. Ten tables are new, among them ad groups, landing pages, click types, invalid clicks and placements, Performance Max included.
Sending and sharing
Send emails a report with its PDF attached to up to 20 addresses, teammates or not, with your own subject and message. An admin can add a public link. The link keeps the report's layout and days, and reads the figures again each time it opens. Each report covers one Google Ads account.
The weekly, monthly and quarterly reports are still built on their own. A notice that one is ready goes to the people listed under Settings, Operator. That email carries no PDF: the report waits in the app. The client report guide walks through building one, and the docs cover sending and sharing.
Report cards in the chat
Oppy already drew small tables and charts in its answers. In 1.24 it can also drop a report card into the conversation: any card type but Note, so 35 of the 36, up to three per answer. Optizads reads every figure on those cards itself. Oppy only names the card, the days and the comparison.
Ask how October compares with September. The answer can carry a Key figures card with cost, conversions and cost per conversion against the month before. Under the card, a link opens your reports. Comparisons of campaigns with long names, which used to be refused, are now drawn as a table or a chart.
Oppy also knows more when a conversation starts. It has your main goal as the Goals page counts it, your business profile, and what Optizads runs on its own for the account. It can also look back over past conversations, and go through a named spreadsheet tab by tab. The engineering is in how Oppy draws charts from your figures, and the generative UI page shows it at work.
A new setup, and an Alerts page
Onboarding v5 moves setup out of the first conversation and onto its own screens. A new sign-up confirms their details and preferences, chooses solo or agency, sets up the workspace and connects Google Ads. Then each ad account, including any added later, goes through its own steps.
Oppy's note
How Oppy works: it reads before it touches anything, and every change is a task you approve.
Profile
Four facts about the business, read from the account and its pages, for you to confirm.
Objective
The target Oppy works toward. Charts and forecasts follow it.
Alerts and data
Who hears when something breaks, and which other sources to connect.
Audit and results
The first audit runs. One email says when it is ready, a second when the tasks are.
Alerts now have their own page and sidebar row, unread first. An alert can become a task, keeping its wording and priority. When conversions stop, the alert asking whether you still sold now has its own Yes and No. Marking it read only hides it: the hold on spending increases stays until you answer or conversions come back.
Every task now carries a priority, Urgent, High, Normal or Low, and one Estimate column says what it should bring in a week. The getting started docs follow the new screens.
What changes for you
If you run your own ads
Start on the This month card. It tells you in one look whether the budget and your goals are on pace. It also says what to spend a day to land on budget. Then set your main goal the way your business counts it. If calls are what matter, decide which calls count. If sales close offline, count them from your own sheet. The forecast, the Goals chart and Oppy's answers all follow that count.
If you run an agency
The agency accounts table now opens on this month from stored days, with no wait on Google. Its CPA vs target column divides cost by what each client's goal counts: calls, a kind of conversion or a spreadsheet. A client judged on calls is measured on calls.
Client reporting moves into the builder. Customize a template once and the copy is there for the whole workspace. Reports carry the logo, name and colour set in your agency console, and public links open on your verified domain if you have one. Each report covers one account, so a client with three accounts gets three reports. The agencies page covers the rest.
| You want to | Go to |
|---|---|
| Know if the month is on pace | Overview, This month |
| Set or change a goal | Settings, Goals |
| See a goal's forecast | Goals |
| Send a client report | Reports, Template gallery |
| Add a metric from a sheet | Overview, Customize metrics |
| Get a chart of your figures | Oppy, in the chat |