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The Quality Score remains the same, even if I change the date range. Why?
This happens if you pick two date ranges in which the last day in the date range is the same for example, last 7 days and last 30 days. The dashboard shows what the Quality Score was on the last day of the selected date range. It is not an average over the entire period of time because a complete average may not give the right picture of the state of the account. When you say last 30 days or last 7 days the last day of the date range is the same in both cases which is why the QS remains the same.
Can I bulk update Account Settings on the All Accounts Dashboard?
Yes, you can bulk update account settings using the Edit sign on the top right corner. Snapshot below.
You can change the account name, account monthly budget, account owner, and notes together for all the accounts. Find the details of this feature here.
How does Sorting Work?
The sorting across pages on the All Accounts Dashboard relies on cached data (supporting any date ranges within the last 30 days). This is why sometimes the order might not exactly match the current data you are seeing based on the Date range you selected.
By default, any metric column will be sorted as High to Low, while any column with text (Account Name, Account ID, Owner, Notes, Tags) will be sorted as A to Z. The arrow indicates which logic is being used. If you click again on the column currently selected, it will reverse the sorting logic.
For example, if you click on the column Cost by default it will load with the highest spending account on top, if you click again, then the first page will include the lowest spending accounts.
The system automatically reorders the value you see on the page based on the real data, however, the order might not be in logical sequence between page 1 and page 2 due to the cached data being used.
It can take some time to load the All Accounts Dashboard when sorting is done for the first time on a different column, you will get a message of confirmation Sorted Across All pages once it is completed.
At the moment, we do not support cached data for Amazon accounts and Google Analytics metrics. Any account with lost access or zero data in the last 90 days would appear at the beginning or end of the sorting.
Note: The sum shown at the bottom of the page is only the total of the rows shown on the page, it is not an overall sum across pages.
The suggestion column is sorted based on real-time data so you can check your accounts with the highest number of suggestions available.
The Monthly Budget column is sorted based on real-time data.
How to compare account performance in the All Accounts Dashboard
To compare account performance across two date ranges in the All Accounts Dashboard for any scope (All, Platform-specific or Starred account only), you can choose the date range in the "compare with period".
Note: When you choose to compare any date range to the previous period, the system considers the exact same number of days just before the selected current date range.
For example, if today was June 24th, and you take the last 7 days from today to compare to the previous period, then you’d be comparing the week from 18th to 24th, to the week from 11th to 17th.
If you choose a custom date, then it won't be dynamically updated and will remain static.
Note: If you wish to see the account suggestions count, you will need to set Compare with None, otherwise, you will see NA on your All Accounts Dashboard.
Which functionalities are available on the All Accounts Dashboard for Facebook scope?
Once you link your Facebook Account to Optmyzr you will be able to :
See live data for the list of supported metrics
Star your favorite accounts
Add tags and notes
Add Calculated metrics
Download manually the CSV file (which will contain a maximum of 100 accounts per page)
Monthly Budget & Cycle Date (can be entered via the bulk edit of account details)
% Monthly Budget spend and Budget pacing
Checking Conversions in Facebook Ads: To view 'Conv' and 'Conv Value,' select 'Result' and 'Result Value' from the right-hand hamburger menu. Facebook Ads use the term 'Results' for conversions.
Note: "Website Purchase Value" and "Website Purchase ROAS" metrics are not supported in the All Accounts Dashboard.
If there is anything else you would like to achieve for Facebook on the All Accounts Dashboard, feel free to share your feedback with support@optmyzr.com.
Does Budget Pacing for the Monthly Budget include the spend for local ad services?
Budget Pacing on the All Accounts Dashboard is designed to work for all campaign types, including local ad services. However, if you're unable to view data for some of your campaigns, including local ones, please don't hesitate to contact our support team at support@optmyzr.com for assistance.
What columns are supported in the exported/scheduled CSV report for the All Accounts Dashboard?
List of all the supported columns
List of all the supported columns
Account Id
Account Name
Starred
Currency
Monthly Budget
Cycle Date
Account Owner
Tags
Notes
Budget Spent %
Budget Pacing
Cost
Impr
Clicks
CTR
Avg CPC
Quality Score
Interactions
Conv
Cost / Conv
Conv Rate
Conv Val
Conv Val / Click
Conv Val / Cost
All Conv.
All Conv. Value
All Conv. Rate
All Conv. Value / Cost
Cost / All Conv
ROAS
Search Impr Share
Goal 1
Goal 2
Goal 3
Goal 4
Goal 5
Goal 6
Goal 7
Goal 8
Total goals
Revenue
Goal Conv. Rate
Remaining Budget
Required Daily Spend
Expected Spend %
List of all the unsupported columns
List of all the unsupported columns
Tasks
Audit Score
Alerts
Suggestions
Imported metrics
Calculated metrics
Custom Conversions for Google Ads
SA360 for Google Ads
New UA4 columns
Read more about Scheduling CSV here.
What is the logic behind the three budget performance-tracking columns i.e. Remaining Budget, Required Daily Spend, and Expected Spend %?
Listed below is the logic that the system uses to calculate the value of each metric -
Remaining Budget = Target budget - Budget that has been spent (or cost so far) according to cycle date
Required Daily Spend = (Target Budget - Cost so far) / Number of remaining days
Expected Spend % = (Days completed according to cycle date * 100) / Total number of days
Why are my budget pacing and projected spend percentages different?
Budget Pacing indicates the percentage of your budget spent relative to what you should have spent by a certain point in the month (linear spending). For instance, if your monthly budget is $10,000 and you've spent $8,000 in the first 20 days, the budget pacing is calculated as follows:
Amount spent per day in the first 20 days = $8,000 / 20 = $400
Estimated spend for the month = $400 * 31 = $12,400
Budget pacing = $12,400 / $10,000 = 1.24
Budget pacing percentage = 1.24 * 100 = 124%
On the other hand, when calculating the projected spend for the month, the system considers spend data, historical seasonality, and recent performance to predict the account's likely spend by the end of the month. Since this prediction isn't solely based on what's spent up to that point, the projected spend percentage with respect to your budget may differ from the budget pacing percentage.
To summarize, while the budget pacing values shown on the Dashboards give you a quick idea of how much you've spent so far, projected spend predicts how much you're likely to spend by the end of the month based on historical data as well. So, if you want a more accurate picture of your spending behavior, check out Spend Projection for detailed insights.