Account & portfolio-level tool

The Social Campaign Manager is designed to help you view, create, and manage configurations for your social campaigns, ad sets, and ads. (User Guide)

Account-level tool (Meta only)

The Optimize Campaigns by Weather tool lets you target or exclude locations — or pause/enable campaigns entirely — based on real-time and forecasted weather conditions. Choose from 15 weather attributes (like rain, temperature, and more) to automatically keep your ads relevant and timely wherever conditions match your strategy. (User Guide)

Account & portfolio-level tool

Sidekick is Optmyzr's AI-powered PPC assistant, built into every tool across your Meta and LinkedIn workspace. Chat with Sidekick to analyze performance, get contextual optimization recommendations, generate reporting-style visualizations, and take action directly — like adjusting budgets, building Rule Engine strategies, or setting up alerts — without leaving the tool you're in. (User Guide)

Account-level tool

The All Accounts Dashboard makes it easier to monitor and manage your Social ads accounts. You can analyze performance anomaly and create alerts for all your Meta and LinkedIn Ads accounts in one place to analyze performance and find optimization opportunities. (User Guide)

Portfolio-level tool

The Portfolio View on the All Accounts Dashboard lets you group accounts into portfolios by brand, region, or client. Visualize cross-account performance at a glance. (User Guide)

Account-level tool

The Account Dashboard provides a concise overview of the account's performance, including key metrics such as impressions, clicks, conversions, cost, and more. (User Guide)

Portfolio-level tool

The Portfolio Dashboard provides quick takeaways at the portfolio, account, and campaign levels. It allows you to quickly identify optimization opportunities. You can view portfolio, account, and campaign performance segmented by devices and demographics, or analyze data by platform. (User Guide)

Account-level tool (Meta Only)

Optmyzr's Shareable Dashboard is a live view of the Account Dashboard that can be shared externally as a link with clients or stakeholders. Share white labeled live dashboards with custom domains to provide a personalized experience to your clients. (User Guide)

Account-level tool (Meta Only)

Compare almost any combination of campaigns, Optmyzr labels, networks (publishing channels), and devices in your Meta Ads accounts using the Performance Comparison tool. Use it to isolate problem areas in the account by drilling down to the campaign level for each device and network. (User Guide)

Account-level tool

The PPC Investigator tool helps you understand why metrics like clicks or conversions changed. It lets you analyze which parts of your account are affecting performance using a cause chart. The root cause analysis further identifies potential reasons at the keyword, ad group, or campaign level. Gain valuable insights into your metrics and optimize your marketing efforts effectively. (User Guide)

Account-level tool (Meta Only)

The Magic Quadrants Insight Tool helps you visualize and analyze your account’s performance through an interactive quadrant chart. Whether you're exploring campaigns, ad sets, or ads, this tool transforms complex performance metrics into easily understandable visual patterns. (User Guide)

Account & portfolio-level tool

The Ad Analyzer lets you focus on what matters most by quickly filtering ads based on performance strategies. Whether you're looking to isolate converting ads, flag expensive ones, or customize filters to match your goals, the tool helps you drill down to the insights that drive optimization decisions. (User Guide)

Account-level tool

This tool offers a great visualization of the traffic your campaigns are driving to your website. It gives you a breakdown of how different cities, regions, and countries are performing in the form of a map and table. (User Guide)

Account & portfolio-level tool

Monitor and analyze performance metrics for an account or campaign level. Receive notifications via email, Slack, or Microsoft Teams if any metric falls below the target or shows a negative trend. (User Guide)

Account & portfolio-level tool

Create budget monitoring alerts through the Alerts Settings page. You can set a Monthly Target Budget to track spending and pacing. You can also combine budgets across platforms, to receive status updates and prevent overspending. Automatically pause campaign groups when they reach their monthly budget target. (User Guide)

To access the tool, click here.

Account & portfolio-level tool

Create reports to monitor and analyze various aspects and KPIs of your campaigns and account, or compare the performance of your Social campaigns. (User Guide)

Account & portfolio-level (only Meta Ads)

This dashboard is a real-time monitoring tool designed to help marketers track key performance metrics during the critical sales period, like Black Friday and Cyber Monday. It helps you quickly identify issues and get actionable insights to optimize campaign performance during high-stakes sales events. (User Guide)

Account-level tool

The Activity Dashboard tracks how you and your team are using Optmyzr — showing usage and the percentage of optimizations viewed versus applied, rather than performance metrics. Use it to spot accounts that haven't seen recent changes, compare activity across team members, and find optimization opportunities you may have missed. (User Guide)

Portfolio-level tool

Track, monitor, and change campaign budgets across your Meta and LinkedIn Ads. The tool helps you make sure campaigns don’t overspend and get reallocation suggestions to boost performance. (User Guide)

Account & portfolio-level tool

The Spend Projection tool lets you analyze spend data, historical seasonality, and recent performance to predict how much your ad accounts are likely to spend by the end of the selected time period. (User Guide)

Optmyzr Express shows you prioritized optimization suggestions across your ad accounts in one place. Use it as a task-based to-do list to quickly review and act on recommendations — apply, snooze, or archive suggestions without switching between platforms. (User Guide)

Account (Meta only) & portfolio-level tool

Build your strategies or use our pre-built ones to optimize various aspects of your Social accounts, and automate them to run on a schedule. Currently, Rule Engine for Social supports setting up strategies for Campaigns, Ads, and Ad Sets scope that enable you to report, modify budget & spend limits, and pause/re-enable campaigns automatically. (User Guide)

Account & portfolio-level tool

Bulk Upload Options let you upload and manage budgets at scale instead of updating them one at a time. Set target budgets and account-level attributes for multiple accounts or budget groups in a single upload, and apply the changes immediately or schedule them for a future date. (User Guide)

Account-level tool

The Automation Schedules page gives you a centralized view of every configured automation schedule — active or disabled — across your account. Filter by account, automation type, user, status, or platform, track total runs and last-run details, and bulk edit or delete schedules without opening each one individually. (User Guide)

Account & portfolio-level tool

The Optimization History page lets you monitor and review every change made through Optmyzr's optimizations — what was changed, who applied it, when, and whether it succeeded — so you can audit activity, track team changes, and evaluate impact over time. (User Guide)

Account-level tool

Monitor Error Notifications consolidates every automation-related error across your Optmyzr tools into a single log, so you can quickly identify, filter, and resolve issues before they affect your campaigns — instead of tracking errors tool by tool. (User Guide)