Portfolio targets and pooled targets

A portfolio groups several brands. Its Targets page shows the brands' targets added together, plus each brand's own grid, so you can see the group's progress and which brand is ahead or behind.

Before you start

• Targets are set brand by brand, in each brand's Settings, Financial. See Set monthly targets.
• The portfolio Targets page needs access to the portfolio and a plan that covers it.
• The portfolio's reporting currency and financial year are set in the portfolio's Settings, Financial.

Step by step: read portfolio targets

1. Open the portfolio and choose Targets.
2. Use the arrows beside the year to move between financial years.
3. The tiles show up to four targets year to date for the whole portfolio.
4. The chart shows one portfolio target against target by month.
5. Targets by brand shows every brand's grid, with the portfolio totals. Use Months, Quarters, Halves, Year or All, Fiscal or Calendar, Compact and Variance as on a brand's Targets page.

How the portfolio adds up

• Measures that add up (sales, orders, spend) are each brand's actuals and targets added together.
• Rates and ratios (ROAS, MER, AOV, CPA, conversion rates) are shown by brand only. If none of the portfolio's targets add up, the chart says "No target adds up across the brands".
• Every brand's money is converted into the portfolio's reporting currency at each day's rate.
• Status and pace follow the same rules as a brand: see How to read target pace and status.

The portfolio's financial year

1. Open the portfolio's Settings, then Financial.
2. Switch on Set the financial year for the portfolio to use one year for every brand on the portfolio's Targets, and choose when it starts under Financial year starts.
3. With it off, each brand uses its own financial year, set in the brand's Settings, Financial.
4. Save.

Pooled targets

Some groups plan ad spend as one budget, moving money between brands as results change. Pooling tells the forecast to do the same.

1. Open the portfolio's Settings, then Financial.
2. In the Targets card, switch Pool targets across brands on or off.
3. You see "Targets pooled across the brands" or "Each brand plans to its own target". Projections pick up the change within the hour.

With pooling on: the portfolio's spend target is the brands' spend targets added together. It is shared out between the brands by each brand's share of the portfolio's ad spend over the last 28 days, so the brands' spend projections always add up to the portfolio's target.

With pooling off: each brand's spend projection follows that brand's own spend target.

A worked example

A Fellwick portfolio holds two brands with spend targets of 30,000 and 20,000 for November, 50,000 together. Over the last 28 days the first brand spent 70% of the pair's spend.

• Pooled: the first brand's spend is projected at 35,000 and the second's at 15,000. Together, 50,000.
• Not pooled: 30,000 and 20,000, each brand to its own target.

Troubleshooting

• "No targets set for this year": add monthly targets in each brand's Settings, Financial.
• "Targets failed to load": refresh the page. If it keeps happening, email support@fabrik.ae.
• The pooling switch is greyed out: your role cannot change portfolio settings. Ask the agency that manages the portfolio, or the portfolio's owner.