> ## Documentation index
> Fetch the complete documentation index at: https://docs.prescientai.com/llms.txt
> Use this file to discover all available pages before exploring further. Add `.md` to any page URL to get that page as Markdown.

# Plans list and plan results

> Reference for the Media Forecaster plans list and plan page, including statuses, summary cards, Performance Over Time, and Media Breakdown columns.

This page lists what the plans list and the page of one plan show in Media Forecaster. For the settings that make a plan, see [Plan settings](https://docs.prescientai.com/reference/media-forecaster/plan-settings).

In a label on this page, a word in braces is a value that depends on the plan. For example, the outcome and the metric depend on the goal of the plan.

## Plans list

### Statuses of a plan

| Status         | Meaning                                                                            |
| -------------- | ---------------------------------------------------------------------------------- |
| **Queued**     | The plan is waiting to start.                                                      |
| **Processing** | The plan is running in the background.                                             |
| **Ready**      | The plan finished and the results are available.                                   |
| **Failed**     | The plan did not finish. The plan page says what happened and how to fix the plan. |

### Plans list columns

Every column is sortable.

| Column         | What it shows                                         |
| -------------- | ----------------------------------------------------- |
| **Name**       | The plan name. A lock icon marks a private plan.      |
| **Status**     | **Queued**, **Processing**, **Ready**, or **Failed**. |
| **Mode**       | The plan type: **Optimization** or **Forecast**.      |
| **Goal**       | The goal that the plan optimizes for.                 |
| **Date range** | The planning period.                                  |
| **Owner**      | The person who created the plan.                      |
| **Updated**    | The date of the last change to the plan.              |

| Rule                      | Value                                                             |
| ------------------------- | ----------------------------------------------------------------- |
| Plans per page            | 15 plans on each page of the list.                                |
| Rename and Delete access  | The plan owner, or a company admin on a plan that is not private. |
| Open and Duplicate access | Every person who can see the plan.                                |

## Summary cards

The summary cards compare the optimized plan with the baseline and with the actual results to date. A plan with a target goal also has a target card.

| Title                    | Meaning                                                                                                                                                                   |
| ------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Target Hit**           | The optimizer reports that the plan reaches the target.                                                                                                                   |
| **Target Missed**        | The plan does not reach the target, or the optimizer found no plan that can.                                                                                              |
| **Target · Directional** | The estimate reaches the target at a spend that is more than the models have seen. A line on the card states that the result is directional. The card has no **Gap** row. |
| **Target**               | The product has no verdict for the target.                                                                                                                                |

On a plan that ran with **Solve for it**, the result can measure the target as growth above the outcome with no change. Each title then has the prefix **Growth**, for example **Growth Target Hit**, and a line on the card gives the outcome with no change.

| Card                                                                                          | What it shows                                                                                            |
| --------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------- |
| **Period**                                                                                    | The planning period and the progress through the period.                                                 |
| **Spend**                                                                                     | The total spend that the optimized plan recommends, with the subtitle Plan Budget.                       |
| **Media {outcome} — Optimized**                                                               | The modeled outcome that the optimized plan delivers, and the lift over the baseline.                    |
| **Media {metric} — Optimized**                                                                | The efficiency ratio that the modeled outcome and the spend of the plan imply.                           |
| **Growth Target Hit or Growth Target Missed or Growth Target · Directional or Growth Target** | The same verdict as the title without the prefix. The target is growth above the outcome with no change. |

A word in braces stands for a value from your account or your plan.

### Tooltips of the summary cards

The table gives the text that the product shows when the pointer is over a summary card. In these texts, the words "your reporting has recorded" apply to the spend. The outcome in **Actual to date** is a modeled value. See [How plans are built](https://docs.prescientai.com/media-forecaster/how-plans-are-built#what-is-actual-to-date).

| Card         | Tooltip                                                                                                                                                                                                                  |
| ------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Spend card   | Plan Budget is the total spend the optimized plan recommends across the whole period. Actual to date is the spend your reporting has recorded so far, paced against the {reference} spend.                               |
| Outcome card | Modeled {outcome} the optimized plan delivers over the whole period, and the lift that represents over the baseline. Actual to date is what your reporting has recorded so far, paced against the {reference} {outcome}. |
| Metric card  | {Metric} implied by the plan's modeled {outcome} and its spend. Actual to date divides your recorded {outcome} by your recorded spend, paced against the {reference} {Metric}.                                           |

A word in braces stands for a value from your account or your plan.

## Performance Over Time

### Views

| View          | What it shows                                                             |
| ------------- | ------------------------------------------------------------------------- |
| **Compare**   | A chart of the optimized plan against the baseline and the actual values. |
| **Breakdown** | A chart split by channel, tactic, or model.                               |
| **Table**     | The same values as a table with one row for each period.                  |

The chart series are **Optimized**, **Baseline**, and **Actual**. The breakdown options are **Channel Breakdown**, **Tactic Breakdown**, and **Model Breakdown**.

On a plan that started before the day of its run, a shaded band with the label **Actual spend** covers the days that were past. In the band, the baseline and the optimized plan are the same, because the two use the recorded spend of those days.

| Rule                   | Value                    |
| ---------------------- | ------------------------ |
| Period table page size | 30 periods on each page. |

## Media Breakdown

### Media Breakdown columns

| Column                | What it shows                                                                                                                                  |
| --------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- |
| **Baseline**          | The reference-period spend mix, scaled to the plan budget. The starting point before the optimizer moves any budget.                           |
| **Optimized**         | What the recommended budget split is modeled to deliver over the same period.                                                                  |
| **Actual to date**    | What happened so far in the planning period: the spend that your reporting recorded, and the outcome that your models attribute to that spend. |
| **Spend**             | The spend of the row.                                                                                                                          |
| **{outcome}**         | The outcome of the row. The name depends on the goal of the plan.                                                                              |
| **{metric}**          | The efficiency ratio of the row. The name depends on the goal of the plan.                                                                     |
| **Δ {label}**         | The change between two column groups, as a percentage or a currency amount.                                                                    |
| **Allocation**        | The limit that you set on the row. A row with no limit reads **Optimized**.                                                                    |
| **Marginal {metric}** | The modeled return from the next unit of spend at the recommended spend. For example, **Marginal ROAS** or **Marginal CAC**.                   |

A word in braces stands for a value from your account or your plan.

### Allocation column values

| Value                       | Meaning                                                                 |
| --------------------------- | ----------------------------------------------------------------------- |
| **Optimized**               | The row has no limit. The optimizer moved the budget of the row freely. |
| An amount with a Fixed icon | The row is fixed at the amount. The optimizer did not change the row.   |
| An amount with a Max icon   | The optimizer could not spend more than the amount on the row.          |
| An amount with a Min icon   | The optimizer had to keep the amount or more on the row.                |
| An underlined amount        | The optimizer reached the limit, so the limit changed the plan.         |

### Pacing options

| Setting                         | Options                                       |
| ------------------------------- | --------------------------------------------- |
| **Show actual-to-date columns** | On or off.                                    |
| **Compare actual against**      | **Optimized plan** or **Baseline plan**.      |
| **Over**                        | **Expected to date** or **Full plan period**. |

### Media Breakdown rules

| Rule            | Value                                                                                                                     |
| --------------- | ------------------------------------------------------------------------------------------------------------------------- |
| Child rows      | 5 rows show under a parent row. A Show more control reveals the rest.                                                     |
| Campaign tab    | **Optimization** plans only.                                                                                              |
| Marginal column | On an **Optimization** plan, the **Campaign** tab only. On a **Forecast** plan, the tab that carries the response curves. |

## Related

- [Media Forecaster](https://docs.prescientai.com/media-forecaster): the guides and the concepts of the product area.
- [Read plan results](https://docs.prescientai.com/media-forecaster/read-plan-results): the steps to read the cards, the chart, and the table of a plan.
- [Manage plans](https://docs.prescientai.com/media-forecaster/manage-plans): the steps to find, rename, duplicate, and delete a plan.
- [How plans are built](https://docs.prescientai.com/media-forecaster/how-plans-are-built): what the baseline, the optimized plan, and actual to date are.
