Running campaigns across Google, Microsoft, Facebook, Amazon, and others feels less like marketing and more like managing a dozen open browser tabs.
Each platform has its own metrics, dashboards, and annoyances. The result? Marketers spend more time managing platforms than improving performance.
Optmyzr fixes that. It brings every account into one place so you can see what’s working, reallocate budget quickly, and share clean, cross-platform reports.
This guide walks through seven ways Optmyzr simplifies multi-platform advertising, so you can do less switching and more strategizing.
For a complete walkthrough of how Optmyzr simplifies cross-platform advertising, you can watch our latest Learn With Optmyzr session below:
7 ways Optmyzr simplifies cross-platform advertising
1. Simplify account management with unified portfolios
One of the biggest challenges in cross-platform advertising is simply keeping track of everything. It’s quite common for account managers to have to switch between multiple platforms to understand what’s going on with their campaigns.
Optmyzr solves this by giving you a Portfolio View on the All Accounts Dashboard.
Instead of logging into multiple platforms, you can see both aggregate metrics across accounts and platform-specific details in one place.
Additionally, you can even customize your view by adding performance metrics that matter to your goals, such as the conversion rate, ROAS, custom conversions, or cost.
Let’s take an example. Say you have a client running brand campaigns on both Google and Microsoft. Instead of switching between platforms or juggling multiple spreadsheets, you can group these accounts into a single portfolio in Optmyzr. Let’s call it the “Brand Campaign” portfolio.
Now the portfolio view will give you a unified view of all the campaign data across both platforms.
This setup is quite useful for account managers who spend a lot of time toggling between multiple interfaces.
And the best part? If you also run competitor or seasonal campaigns, you can create separate portfolios or budget groups for those, too. This gives you full control and flexibility across your entire PPC strategy.
2. Get clearer insights with a unified view of performance
Once your accounts are grouped under a single portfolio, the next step is to make that view as actionable as possible.
Like we discussed before, Optmyzr allows you to tailor your portfolio view with key performance metrics that align with your business goals. This way, you’re looking at insights that truly matter to you.
Now, from here you can drill down into performance by campaign, keyword, or search term across all the accounts in the portfolio. You can easily find out which campaigns are driving the most conversions or see which search terms are wasting spend.
For example, in one portfolio, 90% of the budget is spent on Google Ads, while the remaining amount is allocated to Microsoft Ads. However, surprisingly, you find that Microsoft contributes nearly 44% of the total conversions, almost as much as Google.
This kind of cross-platform insight enables you to rethink your media mix and intelligently reallocate budget where it drives the most impact.
To make these insights more actionable, Optmyzr even provides platform and channel-level distribution charts that show you where your spend is going— Search vs Display, Google vs Microsoft, and how it aligns with your impressions, clicks, and conversions.
3. Turn raw data into actionable answers with AI-powered insights
Managing cross-platform insights can be overwhelming. But, the good news is that Optmyzr’s AI assistant makes it quite easy to extract key insights from your available data.
You can ask natural-language questions like ‘Which account is the top performer in this portfolio’, and the AI assistant will evaluate key metrics across all linked accounts and then highlight the platform driving the strongest results.
These AI-driven insights are great if you’re preparing for client meetings, helping you turn raw data into strategic and actionable conversations.
4. Stay on track with smart budget monitoring and alerts
After setting up your portfolios, Optmyzr allows you to set target budgets for entire portfolios or even for specific campaign groups like brand, competitor, or seasonal campaigns. This way you can track spend in a way that matches your client or business objectives.
The Budget Dashboard also shows you the pacing status so you know if you’re under or overspending. For example, if you’ve spent only 25% of a $27,000 monthly budget by the end of the month, Optmyzr highlights that you’re underpacing and at risk of leaving money on the table.
If you want to stay proactive with your budget and how it’s being spent, a good practice is to set up automated alerts that are triggered when your spend hits critical thresholds such as 50%, 75%, 90%, or 100% of your target budget.
This way you’re never caught off guard, whether you’re spending too slowly or burning through your budget too quickly.
To make things easier, you can choose to receive your alerts over email, Slack, or Microsoft Teams so they appear where your team is already communicating.
5. Optimize spend with strategic budget reallocation
If you want a better way to reallocate budgets for maximum performance, the Budget Optimization tool allows you to create budget groups to organize campaigns by type, such as brand, competitor, or seasonal. This structure makes it easy to track pacing for each group individually instead of lumping all campaigns together.
You can then see how each group is performing against its target budget, with clear pacing indicators. If one group is underspending or overspending, you can quickly make adjustments to daily budgets.
If you have strict budget caps, you can configure the campaigns to pause automatically once they hit their limit and restart at the next cycle so you’re fully in control of your spend.
And when it comes to reallocation, you have the flexibility to manually adjust budgets using your own logic. Or you can let the tool suggest changes based on specific goals like clicks, conversions, or ROAS.
6. Uncover opportunities with cross-platform search term analysis
Knowing which search terms are driving conversions and which ones are draining budget is one of the most important parts in managing your PPC campaigns. The Search Term N-Grams tool in Optmyzr allows you to easily analyze performance across all connected accounts and campaigns.
The tool lets you group terms into 1-word, 2-word, or longer phrases so you can visualize their impact in an interactive word cloud. The largest words represent the highest cost while the darkest ones show the lowest ROAS.
When you want to dig deeper, simply click on a term to see a full cross-platform breakdown of cost and ROAS by campaign and account. This level of granularity helps you identify where a term is profitable and where it isn’t, so you can make smarter optimization decisions.
To make insights even more actionable, the tool also provides an AI-powered summary highlighting what’s working and what’s not, alongside a downloadable table view for detailed audits and reports
7. Save time with consolidated multi-account reporting
Now, if you want to get a consolidated report of what’s happening across the platforms and accounts you manage, Optmyzr’s multi-account reports are exactly what you need.
It pulls the data from Google Ads, Microsoft Ads, Facebook, Amazon, and Analytics to give you a single, unified view.
The account selectors in the tool allow you to choose which accounts, campaigns, or labels to include. It can give you a high-level report of all campaigns across platforms or even something more granular, like a breakdown of brand vs. competitor campaigns within a single account.
You also have the specialized, multi-account widgets that aggregate spend, conversions, ROAS, and other critical metrics across every account you select.
For agencies and in-house teams managing dozens of accounts, this is a game-changer. It saves time, reduces reporting errors, and most importantly—provides clients and stakeholders with a clear, cross-platform picture of performance.
Simplify how you work across ad platforms with Optmyzr
Running PPC across multiple platforms doesn’t have to feel like juggling in the dark. With Optmyzr, you get a single, central hub to see what’s really happening—whether it’s budgets, performance insights, or reports.
Instead of reacting to problems after they happen, Optmyzr helps you stay ahead. You can spot when budgets are drifting, shift spend toward channels that are really delivering, uncover search terms that drive true value, and share clean reports that make sense to clients and teams. It allows you to make smarter decisions with less busywork.
