A plan to reach your goal. Steps, weeks and a forecast, from your own accounts.
The Plan is where Oppy lays out how your ads reach your main goal by its date: the steps in order, their weeks, what waits on you, and where the goal lands with the plan. Results tracks every goal on a chart, and Calendar shows the weeks.
- Steps and weeks
- A forecast at the goal's date
- Every platform in one plan
Oppy's plan, step by step. Written from your tasks, your accounts and your goal.
Oppy groups the account's tasks into a few steps, in the order they should land, and gives each step its weeks. A client with several accounts gets one plan over all of them, on every platform.
Steps in order
Each step holds its tasks, its weeks and what it leaves out. A task never lands before one it waits on.
What waits on you
The plan names what you need to do or approve, step by step, so nothing stalls on a missing yes.
Figures worked out, never written
Dates, ranges and states are worked out from your accounts. Oppy writes the words, never the numbers.
Kept up to date
The plan is written again when its tasks, its accounts or its goal change, and every week. Write the plan again does it at once.
Apply all
On a step, Apply all approves the changes Oppy prepared, in the step's order, and says what still waits on an open task.
In every conversation
When you talk to Oppy about the account, it knows the plan: its steps, its dates and what waits on you.
Where the goal stands. Always with its date.
The main goal has a date: 90 days out unless you pick another, a year at most. The plan's weeks count to it. The forecast covers the month ending that day, each task counted from its planned week.
Every page says it the same way, for example Behind the goal for 17 Jan: 850 of 1,000. The Plan, the Overview, Results, the PDF and the shared link all read alike.
A step past its checkpoint with tasks still open is marked late. It says what one more week would cost the forecast.
Once the last 30 days and the pace both beat your goal, Oppy offers a higher one. Accept it, and the plan is written again for it. Keep my goal, and Oppy does not ask again before the date.
Oppy's face follows the plan: happy on track, worried behind, cheering once the goal is reached.
The weeks, on a calendar. Move a task, and see what it costs first.
Calendar draws the steps and their tasks on their weeks. Drag a task, or use the arrow keys, to move it by whole weeks. Before it moves, you see the forecast with and without the move.
A task never moves before one it waits on. The bar has the Tasks list's tools: search, filters, grouping, sorting and export.
The main goal, in five steps. Set once in Settings, Goals.
Every account has one main goal. The Overview, the reports, Oppy and the agency table all judge the account on it. A client's accounts can share one goal, their results added up, or keep one each.
Optizads names the result
It is named in your account's words. On Google Ads, it is the conversion family recorded most over the last 30 days. Sale, call, lead, booking, signup, enquiry and a few more. On Meta or LinkedIn, it is the platform's own results. Page views are never a goal.
Pick where it is counted
On Google Ads: all calls, calls counted as conversions, conversions of that kind, another kind, or your own table. Each choice shows its figure for last month and this month before you pick. A Meta account can count one of its own actions instead.
Set a count a month
What you aim for each month, in the result's own words: 120 bookings, 300 calls, 450 sales.
Give it a date
The day you aim to reach it, 90 days out unless you pick another. The plan's weeks count to it.
Add a maximum cost per result
Oppy judges every budget raise against it. It is not a Google Ads bid target, so your bidding does not change. Until you set one, Oppy uses your average over the last 30 days.
Where the count comes from. Five sources, one goal.
The picker asks Which calls to count? for a calls result, or Where to count your bookings from? for any other. Changing the answer refits the forecast at once.
An account whose calls come from its website keeps counting its conversions.
Counting from your own sheet. When the real result never reaches Google Ads.
Take Dentalia, a made-up dental clinic. Its ads bring calls and form fills, but what pays is a booked appointment. Reception logs each one in a Google Sheet, one tab a month. Point the goal at that sheet in 3 steps, and Results counts bookings instead of form fills.
A Google Sheet is read again each night and when you open Optizads, read only. A new tab laid out like the others joins by itself. A changed layout or an edited past month waits for your answer.
A day the sheet does not hold is counted from Google Ads, and the figure shows the split: 84 from the table + 6 from Google Ads. With less than a month of days in the sheet, Results shows it but keeps Google Ads for the forecast. Setup is on the Google Sheets page.
One chart per goal. What happened, where it heads, what Oppy could add.
Each goal gets a tab and a chart titled by what it is set against, such as Purchases by week vs Oppy's plan.
Oppy's plan
For spend, your monthly budget spread over the months, shaped by your season once there is a full, steady year, and never above the budget. For a count, your monthly goal.
Forecast
Where the goal goes if nothing changes, from Optizads' own forecast. It needs 7 days of data first. Before that, the chart says Forecast in 5 days.
Potential
The forecast plus what Oppy's open tasks with an estimate would add once made. A kind of change not yet checked against results counts at half.
Likely range
The band around the forecast where past results landed one time in two. Potential's band is wider, because it adds each task's own range.
A verdict per period
Each past week or month reads On plan, Under plan or Over plan. Periods before the account was connected read Not judged.
An axis that zooms
Zero stays on the base line, but the steps centre on where the account is heading, so Forecast and Potential read apart. Nothing is cut off.
Pick the window. From one day to a year ahead.
The Range menu sits at the end of the goal tabs. Arrows step the window back or forward, at most a year ahead.
Past 62 days a chart moves to weeks, past 16 weeks to months. The running week and month count today, as far as it was read.
Every campaign's pace this month. Under the chart, one row per campaign.
The table follows the chart's period, by campaign, ad group or ad. Its This month's pace columns always cover this month.
The campaigns' month ends add up to the account's projected month end on the Overview.
A campaign on its own goal stands apart. Never ranked against the others.
In Google Ads, a campaign can count a custom goal of its own. Picture a newsletter campaign counting signups while the others count sales. Adding the two would flatter the cost per sale.
Results marks it Counts its own goal: Newsletter signups. Its figures stay out of the table's total, and the table says so. Oppy never ranks it against the others or adds its conversions to theirs, and never proposes pausing it from such a comparison.
A running campaign that starts or stops counting its own goal raises an alert. The glossary explains custom goals.
A goal for any figure. Counts get a month, rates and costs a level.
Next to the main goal, Other goals takes any metric on your cards: Google Ads, Meta Ads, LinkedIn Ads, Google Analytics 4 or Search Console, or your own sheet and calculated metrics, tagged Custom. A count gets a goal a month. A rate or a cost gets a level.
So one account might track ROAS at 4.0x min, an average CPC at €0.60 max, and 8,000 organic clicks / month. Each goal gets its own tab and chart, and any Overview card can draw it as a goal line.
Oppy reads the main goal as this page counts it. Ask how the month is going and it answers from that count and this page's forecast, with the month and the range. In an agency workspace, the CPA vs target column judges each account against the target set here.
Questions about the Plan.
Anything else? Ask Oppy in the product, or write to the team.
What is the Plan in Optizads?
It is Oppy's plan to reach your main goal by its date: the steps in order, their weeks, what waits on you, and the forecast with the plan. Its Results tab tracks each goal on a chart, with a Forecast line, a Potential line and a likely range, and every campaign's pace for the month.
Does the plan change my campaigns?
No. The plan orders the tasks and their weeks. A change still goes through its task: Oppy makes it once you approve, or alone in Autonomous, within the conditions you set.
Is the maximum cost per result my Target CPA?
No. It is the reference Oppy judges every budget raise against. It does not change your bidding in Google Ads. While it is empty, Oppy uses your average cost per result over the last 30 days.
Can I count a goal from a spreadsheet?
Yes. Choose Your table as the source, then a Google Sheet or an Excel or CSV file in Knowledge. Days the table does not hold are counted from Google Ads, and the figure shows the split.
Does a calls goal count every call?
By default it counts every call your ads took, once those are at least as many as Google's call conversions. You can switch to calls counted as conversions. An account whose calls come from its website keeps counting conversions.
Why is there no forecast on my account yet?
A forecast needs 7 days of data, and the chart counts down until then. When every campaign is paused, the chart says No campaign running and forecasts nothing more until one runs again.
Keep reading
- OverviewYour goals beside the budget's pace, every morning.
- ForecastingHow the Forecast line and its range are made.
- Generative UIAsk Oppy about a goal and get the chart back.
- Report builderPut the Main goal card in a client report.
- How to track Google Ads goalsChoosing what to count, step by step.
- Conversion goal calculatorA monthly goal turned into a daily pace and a budget.
- Custom goalWhat it means when a campaign counts its own.
- Target CPAThe bid setting, and why the Plan keeps apart from it.
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- Every change logged in History
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