What Is It?
The All Portfolio Dashboard is a one-stop solution for easily managing and monitoring all your portfolios. You can add up to 5 Search (Google Ads, Microsoft Ads, Amazon Ads, Yahoo Ads). The All Portfolio Dashboard helps you visualize performance data and find optimization opportunities for all of them.
Edit Portfolio Details
You can delete a portfolio or edit information for a particular portfolio directly from the All Portfolio Dashboard. You'll find the option to Edit Portfolio Details by clicking on the three-dot menu at the end of each row.
The side tray that opens up lets you edit the portfolio name, accounts included, currency, time zone, and the portfolio manager. You can also see the accounts linked to the portfolio under 'Portfolio Preview.'
Additional Features
Date Range
Select a pre-set date range from the list or specify a custom one.
Column Selection
Select which metrics and attributes you'd like to include in the table.
Full-screen Mode
Click on the icon beside the column selector to enter full-screen mode, and get a clearer view of the dashboard to better visualize your account's data.
Express Suggestions
The Suggestions column on the dashboard shows you the number of express suggestions available for each of the portfolios. Clicking on the number opens a side tray for you to view the details of the suggestions.