Using the Spend Planner
The Spend Planner (called the “Spend Recommendation Tool” in the legacy user interface) identifies the optimal spend distribution across optimized and active portfolios with the same objective and currency so that you can maximum revenue or target goals for the portfolio set.
When you view a spend recommendation report for portfolios with daily budgets, you can change the budgets for any of the portfolios to the recommended budgets.
Data in the Spend Planner report
For portfolios with the objective Maximize Clicks, the report includes spend recommendations and click projections. For all other objectives, the report includes spend recommendations and revenue projections.
Spend recommendation reports include the following data:
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A scatter line chart shows the predicted maximum revenue or clicks that can be achieved with a given total cost for the portfolio set when the individual spend targets are set optimally. The predicted cost for each revenue point or click point is included.
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Two donut charts showing the spend and expected revenue or click distribution by portfolio for 1) the current spend targets and 2) the proposed spend targets.
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A bar chart for each of the portfolios, showing the recommended daily spend (cost) and predicted revenue distribution or click distribution when you maintain the current total daily spend target across all selected portfolios, or for a proposed total spend target. You can optionally apply the recommended spend targets to the selected portfolios, which affects bidding in the next bid execution cycle.
(New UI) Generate a Spend Planner report
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Do either of the following:
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In the main menu, click Plan > Spend Planner.
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In the main menu, click Plan > Simulations. In the toolbar above the data table, click
The Spend Recommendation tool opens in the legacy user interface.
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View data using the current, combined budgets for the selected portfolios:
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Select the portfolio objective.
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Select the currency.
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(Optional) Select a portfolio spend strategy to further filter the portfolios list.
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Select the check box next to each portfolio to include. To select all portfolios, select the check box next to Portfolios.
Only optimized and active portfolios with the selected parameters are listed.
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Click Update.
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(Optional) To see the cost and revenue for any point on the chart, hold the cursor over the point.
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(Optional) To view the recommended daily spend and predicted revenue for each of the portfolios using a new total spend target, enter a proposed total daily spend target across all portfolios in the Total Spend Target field. Then press the Enter key.
The spend recommendation tool uses data from weekly simulations, so the total recommended spend is the closest match to your proposed spend target with the ideal spend mix.
(Legacy UI) Generate a Spend Recommendation report from the Optimization > Spend Recommendation view
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In the main menu, click Search, Social, & Commerce > Optimization > Spend Recommendation.
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View data using the current, combined budgets for the selected portfolios:
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Select the portfolio objective.
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Select the currency.
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(Optional) Select a portfolio spend strategy to further filter the portfolios list.
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Select the check box next to each portfolio to include. To select all portfolios, select the check box next to Portfolios.
Only optimized and active portfolios with the selected parameters are listed.
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Click Update.
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(Optional) To see the cost and revenue for any point on the chart, hold the cursor over the point.
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(Optional) To view the recommended daily spend and predicted revenue for each of the portfolios using a new total spend target, enter a proposed total daily spend target across all portfolios in the Total Spend Target field. Then press the Enter key.
The spend recommendation tool uses data from weekly simulations, so the total recommended spend is the closest match to your proposed spend target with the ideal spend mix.
Apply spend recommendations
Portfolios with daily budgets only
- If the applied changes will increase or decrease the spend target of any portfolio by more than 20%, then you receive a notification and must approve the change.
- When the spend target for a portfolio changes by more than 20%, Search, Social, & Commerce takes up to 3-4 days to adjust its models and achieve the new target.
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View the spend recommendation report for one or more portfolios with daily budgets.
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Select the check box next to each portfolio for which you want to apply the recommended spend target. To select all portfolios, select the check box next to Select All Recommendations.
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Click Apply Selected Recommendations.
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(If any of the budgets will change by more than 20%) In the confirmation message, click Yes to approve the changes.
Open or save data to a file
You can export report data from any section of the Spend Recommendation report. You can either open or save the data as a Microsoft Excel workbook file.
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Generate a spend recommendation report for selected portfolios.
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Above the report, click
Open or save the file according to your browser’s normal procedure. For more information, see your browser’s online help.