Monitoring Portfolios

Portfolio List View (Dashboard)

When you land on the portfolio dashboard, you choose your scope from a drop-down:

• This brand: Portfolios for the currently selected brand
• All portfolios: All portfolios across all brands you can access
• {X} brands: A specific subset of brands you select

For each portfolio row, you typically see:

• Health indicator (colored dot)
• Portfolio name
• Brand name
• Ad account name
• Platform (Meta / Google)
• Spend progress: FTD Spend / Monthly Budget + progress bar
• Pacing % with pacing health indicator
• KPI actual vs target with KPI health indicator
• Conversions and revenue
• Campaign count
• Last synced: relative time (e.g., "5 minutes ago")
• Sync button: for Brand Admins only

Summary stats at the top:

• Total number of portfolios
• Number of live portfolios
• Count of portfolios behind pacing (amber or red pacing)
• Count of portfolios that need attention (amber or red KPI status)

Portfolio Detail View

Click a portfolio row to expand it.

Portfolio-level metrics (top section):

• Total spend (currently FTD; plus a 7-day KPI view where available)
• Budget pacing with health indicator
• KPI performance with health indicator

Campaign breakdown table:

For each campaign in the portfolio, you see:

• Campaign name
• Objective
• Status
• Spend
• KPI value
• Last synced

Campaigns are sorted by spend (highest first) so you can focus on what matters most.

Click the row again to collapse the details.