> ## Documentation Index
> Fetch the complete documentation index at: https://epsilo.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# For brand owners

> Set the month's plan, see every network against it, and give your team the room to act on it.

> [!NOTE]
>
> **Uses** Home, Targets, Console, Artifacts and Members. **Last updated** 9 Oct 2026.

## Overview

You own the number. Epsilo puts every network you sell on in one place, measures it against the plan you set, and lets your team act on it without waiting on you. This playbook covers the setup that makes that work, and the few minutes a week to keep it on course.

## How it works

**1. Connect every network**

Connect each ad account so the whole business sits in one book. See [Networks](https://epsilo.ai/docs/networks/overview.md).

**2. Set the month's plan**

In **Portfolio**, **Targets**, set the month's budget and ads GMV target per ad account, then shape it by day so sale days carry more. Select **Publish** to apply it. See [Shape a month](https://epsilo.ai/docs/targets/shape-a-month.md).

**3. Pick the view you lead with**

In Home, choose the **Plan** or **Steer** role and the **Monthly review** cadence, so Home opens on pace against your plan. See [Cadences and roles](https://epsilo.ai/docs/home/cadences-and-roles.md).

**4. Bring in your team**

Invite teammates and give each one the ad accounts they run. Your operators then work the daily read and the suggested changes.

**5. Get the story sent to you**

Schedule a weekly and a monthly artifact so the review comes to you. See [Schedule a report](https://epsilo.ai/docs/artifacts/schedule-a-report.md).

> [!NOTE]
>
> Targets are available on paid plans. See [pricing](https://epsilo.ai/pricing).

## Use it

### See pace against the plan

Read the **Target** section in Home, or ask Botep. See [Pacing against targets](https://epsilo.ai/docs/targets/pacing.md).

### Delegate the routine

Let your team run the [daily check](https://epsilo.ai/docs/learn/daily-check.md) and [Apply now](https://epsilo.ai/docs/portfolio/apply-now.md), and put the repeat fixes into [automations](https://epsilo.ai/docs/learn/automate-your-optimization.md). You review the result, not every change.

### Ask the question behind the number

Ask Botep in [Console](https://epsilo.ai/docs/console/console.md) why a number moved. It answers across every network and ad account at once.

## Ask Botep

```text theme={"system"}
Are we on track for this month's ads GMV target? Which ad accounts put it at risk?
```

```text theme={"system"}
Which network gave the best return on spend this month, and how did it change from last month?
```

```text theme={"system"}
What should we change before next month's sale days?
```

## FAQ

> [accordion] Home says No month plan yet
>
> Set the month's targets in **Portfolio**, **Targets**. The Target section then shows pace against the plan.

> [accordion] Can my team change budgets without me?
>
> People with access to an ad account can act on it. Owners see every ad account, and the history log records each change.

## Related

> [card] [Shape a month](https://epsilo.ai/docs/targets/shape-a-month.md)
>
> Set and shape the plan.

> [card] [Weekly and monthly review](https://epsilo.ai/docs/learn/weekly-and-monthly-review.md)
>
> Your review rhythm.

> [card] [For agencies](https://epsilo.ai/docs/learn/for-agencies.md)
>
> If an agency runs your accounts.


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