📁 Campaign Portfolio
Practical Use Cases

Practical Use Cases

Campaign Portfolio helps users:

  • Replace spreadsheets

    • Standard, always-on monitoring dashboard instead of manual exports

  • See issues early

    • Color-coded pacing and KPI health highlight which portfolios and campaigns need immediate attention

  • Scale across many accounts

    • One view across all brands you handle, while still allowing you to drill down to individual campaigns

  • Clarify ownership

    • Global campaign exclusivity guarantees that only one portfolio "owns" each campaign, avoiding conflicts and confusion

  • V1 Scope:

    • Meta and Google integrations
    • Portfolio creation and management
    • Manual and scheduled sync
    • Brand Admin / Brand Viewer roles
    • Global campaign exclusivity
Edge CasesIntroduction