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(New UI) View portfolio performance details

Beta feature

The portfolio detail view includes the following information about a portfolio:

  • The actual and predicted values for up to three performance metrics. The reports include the total metric values for the portfolio and the metric breakdown by date.

  • Model accuracy data for active portfolios, which shows how much the models deviated from predictions. The report shows the overall daily or rolling seven-day cost accuracy, click accuracy, and objective value accuracy.

    You can view data by click date (the default) or by transaction date. You also can view the data as either a trend chart (the default) or as a table.

  • The target spend versus the actual spend for active portfolios. You can optionally also include the total campaign budgets for the portfolio.

  • The accuracy of cost, click, or objective value predictions for active portfolios by ad network.

  • The portfolio settings.

    You can optionally open the portfolio settings to edit them.

Open performance details for a portfolio

  1. In the main menu, click Manage > Portfolios.

  2. Click the portfolio name.

  3. (Optional) From the Granularity menu, change the data granularity between Daily, Weekly, or Monthly.

  4. (Optional) To change the date range for the portfolio details, click the date range in the upper right, specify the date range, and then click Apply.

Customize the Portfolio Overview tab

  • (Optional) To customize the Portfolio Performance reports, do any of the following:

    • To change the performance metrics used for both the total metrics and the detailed metrics, click Metrics and select up to three metrics.

      The default metrics are Cost, Clicks, and the Objective Value.

    • For the detailed metrics:

      • Move the switch next to Display predictions to show or hide the predicted metric values.

      • Switch between the chart view ( Chart View ) and table view ( Table View ).

      • (In chart view) To see data for any point on the chart, hold the cursor over that point.

  • (Optional) To customize the Model accuracy trend chart, do any of the following:

    • Switch between the chart view ( Chart View ) and table view ( Table View ).

    • Switch between viewing data by Click Date and Transaction Date.

    • Switch between viewing data about the Daily Accuracy and the 7 Day Rolling Accuracy.

      7 Day Rolling Accuracy is the average accuracy of the forecast for the previous seven days, expressed as a percentage. For example, the value for 8 May 2025 is the average accuracy for the period of 1 May - 7 May 2025.

    • (In chart view) To see data for any point on the chart, hold the cursor over that point.

  • (Optional) To customize the Target vs actual spend trend chart, do any of the following:

    • Move the switch next to Display budget to show or hide the total campaign budget for each date.

    • To see data for any point on the chart, hold the cursor over that point.

  • (Optional) To customize the Network Accuracy trend chart, do any of the following:

    • Change the reported metric to Cost, Clicks, or Objective Value.

    • To see data for any point on the chart, hold the cursor over that point.

List the campaigns in the portfolio

  • Click the Campaigns tab.

List the ad groups in the portfolio

  • To view all ad groups in a campaign within the portfolio, click the Campaigns tab, and then click the campaign name.

List the keywords in the portfolio

  • To view all keywords in the portfolio, click the Keywords tab.

  • To view all keywords in an ad group within the portfolio, click the Ad Groups tab, and then click the ad group name.

View and edit the portfolio settings

  • To view or hide the portfolio settings, click Portfolio Settings.

For more information about the portfolio settings, see the Optimization Guide, which is available from within Search, Social, & Commerce.

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