Portfolio Management in Optmyzr: A Complete Guide

Introduction

Managing campaigns across multiple platforms can make it difficult to understand overall performance, spot issues, and answer stakeholder questions quickly. Optmyzr’s Portfolios are built to bring accounts together into a unified control layer without changing how individual accounts are managed.

What You Will Learn

1. Unified View

• Use the All Accounts dashboard to view accounts by portfolio.
• See budget pacing, audit score, active alerts, and suggestions at a glance.
• Use the Portfolio Dashboard for deeper performance views across accounts.
• Use Sale Day Command Center for real-time monitoring during high-stakes periods.

2. Alerts & Sidekick

• Create portfolio-level KPI alerts from the portfolio dashboard or Monitor section.
• Track the whole portfolio or specific accounts and campaigns.
• Set alerts based on percentage changes or fixed metric thresholds.
• Use Sidekick to create simple portfolio alerts and check active issues.

3. Budget Management

• Set a target budget and budget cycle for the portfolio.
• Use budget monitors for over-pacing, under-pacing, and spend threshold alerts.
• Automate budget adjustments, campaign pauses, and re-enabling in the next cycle.
• Use Reallocate and Optimize Budgets to review suggestions and apply changes across the portfolio.

4. Workflow Tips

• Set up alerts when configuring the portfolio, not after problems appear.
• Start with notifications before enabling budget automation.
• Use manual optimization tools if you are not comfortable with automations.
• Explore Search Terms N-Grams to find cost and conversion patterns across the portfolio.

Tools & Resources

• Search Term N Grams for Portfolio - User Guide
• Portfolio Support in Optmyzr
• Setting up Alerts in Optmyzr- User Guide
• Optmyzr Sidekick - About & User Guide
• How to Run Cross Platform Ad Campaigns Without Losing Visibility or Control
• How to Use Optmyzr Sidekick: 38 Real PPC Use Cases
• Sale Day Command Center - User Guide