(New UI) View portfolio performance details
Beta feature
The portfolio detail view includes the following information about a portfolio:
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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.
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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.
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The target spend versus the actual spend for active portfolios. You can optionally also include the total campaign budgets for the portfolio.
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The accuracy of cost, click, or objective value predictions for active portfolios by ad network.
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The portfolio settings.
You can optionally open the portfolio settings to edit them.
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Lists of the campaigns, ad groups, and keywords in the portfolio. For individual keywords, you can view bid unit details, including forecasts, historical information, and hierarchical information.
The Bid Unit Details view includes the following forecasts, historical information, and hierarchical information for the selected bid unit:
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Forecast tab: The currently projected clicks, cost, cost per click, position, and revenue for the bid unit at different bid prices. Data is shown for all devices and for each device type (Mobile, Computer, and Tablet).
Note: No forecast data is available for a device type when insufficient device-specific data is available to build models and set adjustments for that device type. Note: To see the cost accuracy or revenue accuracy for each bid unit within a portfolio that received a click during a specific date range, see the view the portfolio’s cost accuracy details or revenue accuracy details, respectively.
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History tab: All bids in the last 36 days, including the following data for each of the bids: the date and time, impressions, clicks, total cost, average CPC, average position, and weighted revenue shown by click date. Data is shown for all devices and for each device type (Mobile, Computer, and Tablet).
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Detail tab: The match type (when applicable) and the parent ad group, campaign, ad network account, and portfolio to which the bid unit belongs.
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Open performance details for a portfolio
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In the main menu, click Manage > Portfolios.
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Hold the cursor over the portfolio name and click .
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(Optional) From the Data Aggregation menu, change the time unit of data included in each row: Daily, Weekly, or Monthly.
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(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
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(Optional) To customize the Portfolio Performance reports, do any of the following:
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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.
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For the detailed metrics:
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Move the switch next to Display predictions to show or hide the predicted metric values.
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Switch between the chart view (
) and table view (
).
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(In chart view) To see data for any point on the chart, hold the cursor over that point.
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(Optional) To customize the Model accuracy trend chart, do any of the following:
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Switch between the chart view (
) and table view (
).
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Switch between viewing data by Click Date and Transaction Date.
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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.
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(In chart view) To see data for any point on the chart, hold the cursor over that point.
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(Optional) To customize the Target vs actual spend trend chart, do any of the following:
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Move the switch next to Display budget to show or hide the total campaign budget for each date.
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To see data for any point on the chart, hold the cursor over that point.
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(Optional) To customize the Network Accuracy trend chart, do any of the following:
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Change the reported metric to Cost, Clicks, or Objective Value.
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To see data for any point on the chart, hold the cursor over that point.
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- Click Download report.
List the campaigns in the portfolio
Details about each campaign include the bid strategy; the actual and predicted cost, clicks, and objective value; and the cost, click, and objective value accuracy.
- Click the Campaigns tab.
List the ad groups in the portfolio
Details about each ad group include the cost, clicks, and objective value.
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To view all ad groups in the portfolio, click the Ad Groups tab.
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To view all ad groups in a campaign within the portfolio, click the Campaigns tab, and then click the campaign name.
List and view details about keywords in the portfolio
Details for each keyword include the bid unit ID; match type; the actual and predicted cost, clicks, and objective value; and the cost, click, and objective value difference. You can view bid unit details about an individual keyword.
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List the keywords:
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To view all keywords in the portfolio, click the Keywords tab.
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To view all keywords in an ad group within the portfolio, click the Ad Groups tab, and then click the ad group name.
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(Optional) To view details about a specific bid unit, click the value in the Bid Unit ID column. Click any tab in the Bid Unit Details for more information.
View and edit the portfolio settings
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To view or hide the portfolio settings, click Portfolio Settings.
- To edit visible portfolio settings, click
next to the setting section and edit the portfolio settings.
- To edit visible portfolio settings, click
For more information about the portfolio settings, see the Optimization Guide, which is available from within Search, Social, & Commerce.
Download porfolio performance reports and lists of the portfolio components
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To download all reports:
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In the toolbar, click Download report.
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Select the check box next to each performance report and portfolio component type to include.
For some performance reports, you can choose whether to download the data as a chart or a table.
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Click Download report.
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To download a model accuracy report with specific types of data:
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In the toolbar for the report, click Download report.
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Select the check box next to each type of data to include and how to break down the data (by bid unit and/or by click volume).
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Click Download report.
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