Smarter Portfolio Budgeting with Optmyzr

Introduction

When ad spend is spread across platforms like Google, Microsoft, Facebook, and Amazon, keeping budgets aligned and performance optimized can feel chaotic.

This session shows you how to bring structure and strategy to portfolio-level budgeting through powerful tools that centralize insights, automate pacing alerts, and highlight opportunities for smarter spend. Whether you’re working in an agency or leading in-house campaigns, you’ll discover how to replace manual guesswork with clear, data-backed decisions across your advertising ecosystem.

What You Will Learn

1. The challenge of cross-platform budget management

• Managing multiple platforms typically involves switching interfaces and juggling spreadsheets.
• Optmyzr portfolios unify data from different ad accounts, enabling a centralized view.
• Custom conversion tracking helps tie platform performance to business-specific goals.
• Budgets can be organized into portfolios aligned by client, strategy, or platform mix.

2. How to build and use portfolios in Optmyzr

• Portfolios allow advertisers to group multiple accounts and monitor performance and spend at a higher level.
• Once set up, portfolios show both account-level and aggregated metrics.
• Custom columns and conversions can be selected to personalize dashboards.

3. Deep-dive dashboards for campaign insights

• Users can analyze performance by campaigns, keywords, and search terms.
• Distribution views help identify spend vs. conversion imbalances (e.g., Microsoft converting better on lower budget).
• Quick suggestions help users fix issues like missing audience signals in PMax groups.
• AI-generated summaries answer performance questions using ROAS, cost, and conversions.

4. Smarter budget pacing and forecasting

• Target budgets can be added per portfolio to track spend vs. projection.
• Pacing insights (e.g., 25% spent on day 11) help guide reallocation decisions mid-month.
• Media mix visuals show how spend is distributed across channels and networks.
• Projections reveal under-spending risks early, empowering proactive changes.

5. Alerts for budget thresholds

• Budget groups can be tracked individually for pacing and performance.
• Underspending or overspending triggers can be configured to pause/restart campaigns.
• Users can manually reallocate based on logic or apply AI-driven suggestions.

6. Search terms N grams analysis for portfolio insights

• Users can view 1- to 4-word phrase (n-gram) clouds across accounts.
• Larger phrases = more spend; darker = higher ROAS.
• Clicking a term shows detailed breakdown by campaign/account.
• Helps identify high-ROAS phrases to scale and poor performers to pause or negate.

Tools & Resources

• Search Terms N Gram for Portfolio
• Portfolio Dashboard
• Simplify PPC Reporting with Optmyzr

Not using Optmyzr yet? Start your fully functional 14-day trial today!