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Optimization5 min

Using the Budget Optimizer

What you'll need

  • At least one completed model run
  • Familiarity with your current budget allocations
1

Open the Optimizer

After a model run completes, go to the Optimizer page from the main navigation.

Go to Optimizer
2

Select a completed run

Use the dropdown to pick the model run you want to optimize against. Only runs with a Completed status appear here.

Select completed run
3

Choose the optimization mode

Same Budget redistributes your current total spend across channels for maximum return. Increase Budget lets you set a new total and find the best allocation at that level.

Choose optimization mode
4

Set channel constraints (optional)

For each channel, you can set minimum and maximum spend limits. Use this if you have contractual minimums or practical caps.

Set constraints
5

Run the optimization

Click Optimize. The system uses response curves from your model to find the allocation that maximizes projected revenue.

Click Optimize
6

Review projected changes

The results show projected revenue, ROAS, and CPA for the optimized allocation compared to your current spend. Green arrows indicate improvement.

Review projected impact
7

Save the scenario

Give the scenario a name (e.g., "Q2 Rebalance") and click Save. You can create multiple scenarios with different constraints.

Save scenario
8

Compare scenarios

Open the comparison view to see up to 4 saved scenarios side-by-side. This helps you pick the best plan before committing to budget changes.

Compare scenarios

Next step

Sharing and Exporting Reports