Each portfolio report shows potential gains achievable through budget optimization recommendations, along with a list of all items included in the portfolio.
It is comprised of the following sections:
Details bar
The bar displays the name of the portfolio along with its settings. Clicking the "More Options" icon on the right will allow you to:
- Edit the portfolio
- Delete the portfolio
- View the portfolio's Optimization history.
Header
The header section offers a concise overview of the chosen portfolio's actual performance during the selected time frame. Key metrics, including Spend, Conversions, and CPA, are prominently displayed. Moreover, the header provides insight into the potential performance of the portfolio for the selected optimisation schedule time frame, presenting various scenarios based on different optimisation budget settings.
Scenario Switcher
Click on any of the scenarios to recalculate the budget allocation recommendations and visualise the potential performance based on the selected scenario.
By default, the portfolio is set to Scenario 1, designed to optimise performance for increased conversions by redistributing a budget equivalent to the one utilised in the past time frame selected in the optimisation schedule.
Default Scenarios
- Scenario 1 - Fixed spend: Optimise campaigns for increased conversions by redistributing a budget equivalent to the one utilised in the selected time frame.
- Scenario 2 - Spend +15%: This scenario recommends a budget adjustment to achieve more conversions by increasing the budget by 15% compared to the selected time frame.
- Scenario 3 - Stable revenue: Budget recommendations aim to maintain the same level of revenue as the selected time frame while minimising the budget.
Creating Custom Scenarios
If the default scenarios don’t fit your budget or business needs, you have the flexibility to create custom scenarios with your preferred budget by clicking on the “+ ADD CUSTOM SCENARIO” button.
Making big changes to your spending—more than 15% different from what you currently spend—could seriously change how your portfolio performs.
For further adjustments, you can click on the “More Options” icon on the top right corner of each custom scenario.
Item list
A list of the campaigns, ad platforms, channels or custom dimension groups within the portfolio, along with the following columns:
- Spend: Ad spend for the set reporting period.
- Proposed Spend: The recommended budget adjustment and proposed spend for the selected time frame.
- Revenue/Conversions: Total revenue or total conversions for the selected time frame, depending on the selected strategy (Maximise Revenue/Conversions).
- ROAS/CPA: Return on ad spend or cost per action for the selected time frame, depending on the selected strategy (Maximise Revenue/Conversions).
- Predicted Gain/Loss: Predicted revenue or conversion gain if the budget adjustments are implemented for the selected time frame, depending on the selected strategy (Maximize Revenue/Conversions).
- More: Allows you to delete the item from the portfolio, allowing for a more targeted optimisation of other items that possess significant data or potential for higher ROI.
