We built Portfolio to be the central place for your team to know what’s going on across all clients and where attention is needed.
Stay informed about the performance of all your clients with a weekly report of your top and bottom performing clients, so you can prioritize your efforts.
A snapshot of your agency over the month can be obtained easily, removing the need to search for the information you need.
Each team member can filter the dashboard to only the clients they want to see.
Configure budgets for a single campaign or a group of campaigns that align to a business goal.
Easily see how each client is set up and performing with summary views.
Schedule emails at the same time and get one consolidated email. Or send Slack messages to a Client channel.
Bring different channel teams together and have a single view for each Client.
Customizable branding across the app, Slack and emails lets you share notifications directly with clients.
We monitor your portfolio, so you can focus on execution and growth.