> ## Documentation Index > Fetch the complete documentation index at: https://docs.segmentstream.com/llms.txt > Use this file to discover all available pages before exploring further. # Optimization overview > Analyze your portfolio's performance over time with adoption rates, prediction accuracy, and gain metrics to make data-driven budget decisions. The Optimization Overview page provides a view of your portfolio's performance over time. It helps you analyze the impact of your budget allocation decisions and make data-driven adjustments to maximize results in future periods. ## Key features * Available immediately after portfolio creation. * Serves as an audit tool to predict future outcomes. * Allows you to decide whether to modify portfolio settings before starting optimization. ## Accessing the overview page 1. Navigate to the portfolio page. 2. Click the **Overview** button in the top right corner. ## Summary metrics * **Total Gain** -- Net results achieved through budget allocation changes. * **Missed Opportunity** -- Potential results lost due to not fully following recommendations. * **Adoption Rate** -- Percentage indicating adherence to recommended budget distribution. * **Prediction Accuracy** -- Accuracy of system recommendations based on previous data. ### Visual analysis * **Cumulative Gain Chart** -- Displays cumulative gain and potential gain over the selected period. * **Adoption Chart** -- Shows adoption rate and prediction accuracy over time. Optimization overview summary charts ### Detailed period analysis For each period, the following metrics are provided: * Spend * Revenue or Conversions * ROAS or CPA * Gain/Loss * Missed Opportunity * Adoption * Prediction Accuracy Period-by-period metrics table ### Portfolio breakdown When you select a specific period, you see a detailed breakdown of each component: * **Actual Spend** -- A chart showing two lines (recommended spend and actual spend). Hover over the chart to view daily values. * **mROAS / mCPA** -- Marginal Return on Ad Spend or marginal Cost per Action, depending on the portfolio settings. * **Recommended Changes** -- Suggested adjustments (budget and tROAS) to reach the recommended spend. * **Recommended Spend** -- The suggested spend for the period, including the difference compared to the previous period. * **Actual Spend** -- The actual spend for the period, including the difference compared to the previous period. * **Daily Adherence** -- How closely the campaign settings in the ad platform align with the portfolio's recommended changes (currently only available for Google Ads). * **Adoption** -- How closely the recommended budget spend allocations are being followed. Portfolio breakdown view for a selected period ## Understanding adoption Adoption shows how closely your actual budget allocation follows the recommendations. ### The basics Three budget distributions are compared: 1. **Previous** -- How you spent your budget in the last period. 2. **Recommended** -- How the system suggested you allocate your budget for this period. 3. **Actual** -- How you actually spent your budget in this period. ### How it works Think of it as a scale between Previous and Recommended: * If your actual allocation matches the **Recommended**, adoption = **100%**. * If your actual allocation stays the same as **Previous**, adoption = **0%**. * If your actual allocation falls between the two, adoption is somewhere between 0% and 100%. For example: in the previous period you spent **100**, the recommendation was **150**, and you actually spent **125**. Since 125 is halfway between 100 and 150, the adoption score = **50%**. ## Understanding prediction accuracy Prediction Accuracy measures how well the system predicts future campaign performance. ### The process 1. **Make predictions** -- The system predicts how each campaign will perform and recommends budget changes. 2. **Wait and observe** -- After the period ends, actual performance is evaluated. 3. **Calculate best and worst scenarios** -- Using actual performance data, the best possible outcome (perfect knowledge) and worst possible outcome are calculated. 4. **Measure the prediction** -- The initial prediction is placed between the best and worst scenarios. ### Interpretation * If the prediction is close to the best scenario, Prediction Accuracy is close to **100%**. * If the prediction is closer to the worst scenario, Prediction Accuracy is closer to **0%**. ## Understanding gain/loss, potential gain, and missed opportunity ### Gain/loss Gain/loss measures the impact of your budget redistribution decisions compared to making no changes. Two scenarios are compared: * **Actual Result** -- Conversions or revenue achieved with your actual budget distribution. * **No Action Result** -- Theoretical conversions or revenue if you had kept the previous period's distribution. **Calculation:** Gain/Loss = Actual Result - No Action Result * Positive value = gain due to your actions. * Negative value = loss due to suboptimal actions. ### Potential gain Potential gain shows what could have been achieved with full adoption of recommendations. Two scenarios are compared: * **Recommended Result** -- Theoretical conversions or revenue at 100% adoption. * **No Action Result** -- Same as above. **Calculation:** Potential Gain = Recommended Result - No Action Result ### Missed opportunity Missed opportunity quantifies the gap between potential and actual performance. **Calculation:** Missed Opportunity = Potential Gain - Actual Gain/Loss A larger missed opportunity suggests room for improvement in your budget allocation strategy. ## Important considerations 1. **Calculation basis** -- Metrics such as Gain/Loss, Missed Opportunity, Adoption, and Prediction Accuracy are calculated only for campaigns or channels with consistent spending data in both the previous and current periods. 2. **Representation of campaign changes** -- Trendlines visualize why data may be incomplete for certain campaigns in the previous or current periods, reflecting decisions such as starting new campaigns or stopping existing ones. 3. **Incomplete data handling** -- Campaigns with incomplete data are still included in the detailed breakdown charts, allowing you to see the full picture of all campaign activity. 4. **Impact on metrics** -- All campaigns are included in standard metrics (total Spend, total Conversions), but campaigns with incomplete data do not participate in Adoption, Gain, and other optimization-specific metric calculations.