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The All Portfolio Dashboard is a one-stop solution to easily manage and monitor all your portfolios. A portfolio can contain any number of Facebook, Instagram and LinkedIn Ads Accounts, and the All Portfolio Dashboard helps you visualize performance data and find optimization opportunities for all of them.

You can 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, owner, monthly target budget, budget cycle date, currency, and time zone. You can also add tags and notes to your portfolios from here to organize and analyze them.

Compare performance data with a different period to better analyze fluctuations. You can use a pre-set period from the list or choose a custom one.

Select a pre-set date range from the list or specify a custom one.

Select which metrics and attributes you'd like to include in the table.

You can drag and drop columns to modify the order in which they show up on the table. Clicking on a column name will sort all the portfolios accordingly.

Helps you a clearer view of the dashboard to better visualize your account's data.

The portfolio alerts feature in the All Portfolio Dashboard helps track the performance of specific metrics. It notifies you if the performance for a metric falls below target or starts trending in the wrong direction.

Portfolio alerts work in two ways:

On the top right of the All Portfolio Dashboard, you'll see a bell icon for Active Alerts, where you can find the details of the alerts set up and which ones have been triggered.

By hovering over any metric, you'll be able to see more details, such as performance for the last 4 weeks and a trend chart. This will also give you the option to create an alert to monitor the selected metric.

Clicking on '+ Add Alert' will open a side tray where you'll be able to complete the alert settings, which Include:

For example, if you're entering a target for cost/conversion as 20 and the allowed percentage deviation is 10%, then the system will highlight the cell in Red if the cost/conversion goes above $22.

Once your alerts are running, you'll see the color-coded metrics in the dashboard to easily identify areas of concern. You'll also see an arrow next to the value, which indicates if the metric is below or above target, and in the case of budgets if they're under or overspending.

The color of the cell will turn light red or dark red depending on the status of the metric.

You can hover over the metric to get more details, snooze, or edit the alert.

Whoever is the owner of the alert set up on the page will receive the alerts. We do not allow you to save an alert unless at least one team member is selected to be notified for metric or budget alerts.

By default, all alert notifications will be sent over email to the Portfolio owner, which is specified on the All Portfolio Dashboard.

If the owner of the alert unsubscribed from alerts and emails from Optmyzr, by default, our system will notify the person who created the alert.

There are two ways to enter or modify a monthly target budget.

Please note that at particular times of the day, there may be a discrepancy between the cost shown in the cost column and the cost considered in the Budget Pacing on the All Portfolio Dashboard.

The reason for this is that the value of cost and monthly budget are updated in real-time. As soon as the cost gets updated in API, it will show that value on the dashboard.

However, budget pacing is the cached data (meaning that it is saved once a day), and the same value will be shown until the cached data is updated.

Add the 'Monthly Budget' column from the column selector and hover over the respective Monthly Budget cell of a portfolio. Here you can see, add, and modify the monthly target budget, get information on whether the account is underspending or overspending, and the budget pacing percentage.

You'll be able to monitor your portfolios' monthly budgets by creating Monthly Budget alerts.

All you have to do is go to Alerts Settings and create a new budget pacing alert. There, you'll be able to specify the portfolio, enter your target monthly budget, and the cycle date. These details will be updated in the dashboard as alerts are created.

The Budget Pacing feature shows what percentage you have spent relative to what you should have spent as a share of the month (linear spending).

At the beginning of the month, the system considers the appropriate spend pacing to be between 75% to 125%, and towards the end of the month, the system finds the appropriate spend pacing to be between 99% and 101%.

This means that if at the end of the month the account spends less than 99%, the system shows the budget pacing as underspending. Similarly, if at the end of the month the account is pacing at a percentage greater than 101%, it will be shown as overspending.

For the rest of the month, the algorithm performs a linear interpolation depending on the number of days passed and the spend already achieved.

When an account is underspending, the budget will be highlighted with an arrow trending downward beside the number.

When an account is overspending, the budget will be highlighted with an arrow trending upward beside the number.

For the first 3 days in the budget cycle, the Budget Pacing will show "Will be available from the 4th day of the month". This happens because the spend in the first 3 days of the month is too low to make an accurate prediction.

As you set up a monthly budget via the All Portfolio Dashboard, alerts get automatically added on the Alert Settings page, where you can manage some more advanced options like notifying multiple users.

You can edit the Cycle Date or Monthly Budget target, and any update will get automatically reflected on the All Portfolio Dashboard.

Please note that all monthly budget alerts will be reflected on the Active Alerts side tray as soon as they are triggered. It will reflect the same information available on the All Portfolio Dashboard.

If you do not wish to be alerted over email every day, you can disable the notifications associated with the monthly budget by clicking on the delete icon on the Alert Settings page.

The information will remain on the All Portfolio Dashboard, but Optmyzr will no longer send you notifications for the same.

By clicking on the download icon on the dashboard's top right corner, you can download a CSV report of the current page or all pages across the dashboard. You can export the data (CSV) for all the accounts 5 times within a 24-hour period.