Performance Planner guide for managing your plan

Create and edit a plan with Performance Planner

Performance Planner is a tool that lets you create plans for your advertising spend, and determine how changes to campaigns might affect key metrics and overall performance.

This tool determines the best opportunity for your plan by modeling the best budget allocation across your campaigns.

Note: Performance Planner is available for Search, Shopping, Display, App, Video, Local, and Performance Max campaigns.

Instructions

Create a plan

Note: The instructions below are part of the new design for the Google Ads user experience. To use the previous design, click the "Appearance" icon, and select Use previous design. If you're using the previous version of Google Ads, review the Quick reference map or use the Search bar in the top navigation panel of Google Ads to find the page you’re searching for.
  1. In your Google Ads account, click the Tools icon Tools Icon.
  2. Click the Planning drop down in the section menu.
  3. Click Performance planner.
  4. Click Create a plan, and then click Continue.
    • If you already have a plan set up, click the plus button to create a new plan.
  5. Select the campaigns you’d like to include in your plan.
    • It’s recommended that you choose campaigns that drive towards the same goal. Performance Planner works best by shifting budgets between multiple campaigns and optimizing for the campaigns that are expected to drive a higher return on investment.
    • Campaigns are unforecastable if they don’t meet the requirements. You can exclude these campaigns from your forecast or you can include them by adding cost and conversion amounts for past performance during a selected date range.
    • If you're planning Shopping campaigns and have multiple Merchant Centers, select one Merchant Center to filter for campaigns with that Merchant center.
  6. Click Next.
  7. Enter the date range and the key metric you’d like to display results for (for example, clicks, conversions, or impressions).
  8. Optional: Enter a target (for example, spend, impressions, or cost per acquisition) for your plan. Entering a target lets Performance Planner move around your potential spend to help you achieve it.
  9. Click Continue to be taken to your plan forecast page.

Draft plan page

Once you’ve created a plan, you’ll be taken to the "Draft plan" page, where you’ll find an overview of your plan. Make changes to your spend to find out how your campaigns might perform.

Note: You can use Performance Planner to get forecasts, but no changes will take place in your Google Ads account unless you make those changes yourself.

Edit a plan

Note: The instructions below are part of the new design for the Google Ads user experience. To use the previous design, click the "Appearance" icon, and select Use previous design. If you're using the previous version of Google Ads, review the Quick reference map or use the Search bar in the top navigation panel of Google Ads to find the page you’re searching for.

 

  1. In your Google Ads account, click the Tools icon Tools Icon.
  2. Click the Planning drop down in the section menu.
  3. Click Performance planner.
  4. Click a plan and make your edits.

Your edits will then auto-save.

Remove a plan

  1. In your Google Ads account, click the Tools icon Tools Icon.
  2. Click the Planning drop down in the section menu.
  3. Click Performance planner.
  4. Check the box next to the plan that you want to remove.
  5. Click Remove plan.
  6. To permanently remove your plan, click Remove.

In this guide, you'll learn about the Performance Planner strategies available and how to use them in your plan management and implementation.

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