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A portfolio is a report that provides recommendations for optimizing the budget of a specific set of campaigns, ad platforms, or channels to achieve a defined goal. The algorithm assesses the portfolio’s potential and suggests optimal budget reallocation strategies for the selected time frame, along with estimates of potential gains and ROI uplift.

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Portfolio settings

To set up a portfolio, configure the following settings. All options except the strategy and optimization granularity can be edited later. Portfolio settings configuration form

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Strategy

The portfolio strategy defines the goal you want to achieve. For each portfolio, choose the optimization strategy that best aligns with your goals:
  • Maximize Conversions — Allocate budget to generate the highest number of conversions.
  • Maximize Revenue — Allocate budget to generate the highest revenue.

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Optimization goal

Select the conversion and attribution model for your optimization goal. For more information on attribution models, refer to the Attribution models guide.

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Optimization schedule

Choose the time interval to receive budget recommendations — weekly, bi-weekly, or monthly. Your portfolio’s actual performance during the selected time interval is compared to its potential future performance within the chosen time frame.

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Optimization granularity

This setting controls the level at which budget allocation recommendations are generated.

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Campaign level

SegmentStream provides recommendations specific to individual campaigns. This option is ideal if you prefer a detailed, micromanaged approach to budget allocation with precise control over campaign-level spending.

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Ad platform level

SegmentStream suggests an overall budget allocation strategy for optimal performance across each ad platform. Choose this option if you prefer managing marketing budgets at a broader level.

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Channel and custom granularity

You can use the predefined Channel dimension or create custom dimensions to group campaigns and ad platforms based on your business logic. This tailors the optimization recommendations to align with your specific needs. For instructions on creating custom dimensions, refer to the Custom dimensions guide.

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Campaign, ad platform, channel, and custom dimension selection

You can choose to optimize only specific groups. For instance, you can exclude groups that do not scale effectively.