Performance bounds help you evaluate account performance by creating custom benchmarks for key performance indicators (KPIs). This feature provides a simple way to assess portfolio health and identify accounts that need further investigation.
Note: Performance bounds are a customer-level setting available to users with manager access only. This means the alerts set up here will show for all users on all accounts when a performance bound is triggered.
How to configure performance bounds
Follow along with the video or use the instructions below.
Go to Settings & Tools (gear icon) in the top menu.
Select Performance Bounds in the dropdown.
Click + Create New Performance Bounds Set.
Choose a vertical from the dropdown (e.g., Real Estate, Solar).
Enter a Lookback window (in days).
Click + Add Performance Bound.
Select a metric to monitor (e.g., Pacing, CPC, Impressions).
Enter ranges for lower or upper bounds based on alert severity:
Note: You do not have to set a value for each field.
Alarm: High Severity
Warning: Medium Severity
Concern: Low SeverityEnter a value in the Min. Spend field for the color-coded indications to show in the Manage table.
Create as many Performance Bounds as desired, segmented by vertical.
Click Save.
When one of your metrics falls outside of the parameters you define, you will receive a notification under Performance Health as a Performance Concern alert.
Viewing performance bounds in Manage
In the Manage table, metrics that fall outside the defined performance bound parameters are color-coded according to your setup. This color coding is intended to catch your attention and highlight accounts that require action.
Example: The accounts below have a performance bound set to monitor pacing. The pacing numbers in red and yellow identify the pacing numbers that fall outside of the set parameters. Each of these will generate a notification.
