The Portfolio Dashboard provides quick takeaways at the portfolio level. This allows you to quickly identify optimization opportunities.

View portfolio, account, and campaign performance segmented by devices and demographics, or analyze data by platform. You can also get quick insights using the various dashboard widgets.

To view account traffic, the cards in the 'Performance Metrics' widget will be focused on impressions, clicks, and cost.

When looking at metrics, you’ll notice the ‘Choose Columns’ icon on the top right corner of the widgets. Use this option to customize displayed metrics or create a Custom Preset for future use.

For a better visual experience, we recommend selecting less than 15 columns to show.

The Portfolio Accounts widget lists all the different accounts that are part of the selected Portfolio, along with their performance metrics.

You can sort the accounts by any metric by clicking the desired column header.

View the distribution of a performance metric across platforms, i.e., Google, Microsoft, and Amazon, in your portfolio. Choose the desired metric from the dropdown on the top right. For more options, click ‘Choose Metric’.

Identify top-performing accounts and campaigns in your portfolio. You can use this widget to find costly components to reduce spend, or locate areas driving maximum conversions.

By clicking ‘View Full Table’ (for accounts) or ‘View X More' (for campaigns), the system will open a side tray with more data available, and you can change the deciding metric to sort the results.

Optmyzr Sidekick is your personal PPC AI assistant.

Optmyzr Sidekick uses a combination of generative AI as well as homegrown machine learning algorithms which makes it capable of looking at and analyzing the various aspects and KPIs of your account to provide you with valuable feedback, quick optimizations that you can perform right away, ad suggestions, etc.

See the performance summary of the portfolio, see the top-performer in the portfolio, or ask custom questions to get started on analyzing and optimizing with your personal PPC Assistant.

Find your to-do list for each account under Optmyzr Express. This tool allows you to breeze through multiple optimization tasks in minutes. The number mentioned after the task name indicates the number of suggestions available.

Clicking on the arrow will open the particular task on top of the Multi Account Dashboard screen. If you wish to review tasks across accounts, you can open the tool here.

Read more about the tool here.