Portfolio
5 answers
What’s the portfolio for?
The portfolio brings all your connected Google Ads accounts together in one combined view. You track overall spend, conversions, CPA and ROAS against the previous period, without jumping from account to account.
Who can access the portfolio?
The multi-account view is available on the Business and Agency plans, and during the trial. On other plans, a page explains what it offers and lets you upgrade.
What do I see in the portfolio?
At the top, four summary cards: active accounts, total spend, conversions with average CPA, and e-commerce ROAS. Below them, a table breaks down each account (spend, conversions, CPA, ROAS, active campaigns) with the change versus the previous period.
How do I spot the accounts that need my attention?
Each account has a health dot (red: needs action, amber: keep an eye on it, green: all good) and a “To do” column with its number of pending actions. Sorting by priority puts the red accounts first, so you know where to start.
How do I see an account’s details from the portfolio?
Click a row to expand it. You’ll see that account’s pending actions and shortcuts to open its dashboard or its action plan, all without leaving the portfolio.
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