Drill into individual platforms. In a portfolio report, you can now scope any KPI Summary or Metric Deep-Dive page to show only Google, Meta, LinkedIn, or Microsoft data. Add multiple KPI pages to walk through each platform's performance one by one after the blended overview.
Unified device segments. Device breakdowns in portfolio reports now show clean Desktop/Mobile/Tablet rows instead of platform-specific labels like "Smartphones" or "mobile_app". Data from all platforms merges correctly.
Cover page shows actual platforms. The platform pills on the cover page now match the platforms in your portfolio, instead of always showing all four.
✨ Improved
Portfolio report data accuracy improvements
Purchases and Phone Calls now show correctly in portfolio reports. If your portfolio includes Meta accounts with purchase data or Google accounts with phone call data, those metrics now appear in KPI tiles, deep-dive pages, and campaign tables.
Budget Pacing now available for portfolios. The Budget Pacing page now works in portfolio reports, showing combined spend targets and history across all linked accounts.
Conversion Rate works everywhere. The Conv. Rate metric deep-dive page and time series were previously showing 0 across all platforms. Now correctly calculated.
🚀 New
Portfolio reports now include LinkedIn & Microsoft Ads
All four platforms in one report. Portfolio reports now combine data from Google Ads, Meta Ads, LinkedIn Ads, and Microsoft Ads into a single branded report. Previously, portfolios only blended Google and Meta data.
Per-platform breakdown. The Portfolio KPI Overview page shows each platform's contribution side by side, so you can compare spend, conversions, and CPA across all your channels at a glance.
Platform-specific pages included. The Portfolio Performance template now includes Top Keywords (Google + Microsoft), Professional Demographics (LinkedIn), Placement Breakdown (Meta + LinkedIn), device segments, and budget pacing alongside the existing pages.
🚀 New
LinkedIn budget optimization now supports campaign groups
Pace now correctly handles LinkedIn campaigns with Budget Optimization enabled at the campaign group level. Instead of trying to set budgets on individual campaigns (which LinkedIn ignores for CBO groups), Pace sets the total budget on the campaign group directly.
🚀 New
New report metrics: Phone Calls & Purchases
Phone Calls deep-dive. Google Ads reports now include Phone Calls as a metric. Add a Phone Calls deep-dive page to see daily call volume, period-over-period comparison, and AI-written commentary.
Purchases deep-dive. Meta Ads and Portfolio reports now include Purchases as a dedicated metric. Track purchase volume trends alongside spend, conversions, and ROAS in your branded reports.
🚀 New
Reports are now opt-in per workspace
The Reports feature for ad accounts and portfolios is now enabled per workspace. Contact us to get it turned on for your team.