Use the portfolio pages
A tour of a portfolio: Home, Brands, the consolidated Dashboard, Trading with its P&L and targets, and every section added up by brand.
3 min readUpdated 7 October 2026
A portfolio brings several brands together in one currency. Its menu mirrors a brand's: each section adds the brands up and lists the brands beneath, and each brand still has its own pages for records and detail.
Before you start
- You need access to the portfolio, either as agency staff or as a client user on it.
- Pages across more than one brand need a plan that includes portfolios; the consolidated P&L also needs the P&L. Agency staff and portfolios covered by their agency's plan are never locked.
The menu
| Item | What it shows |
|---|---|
| Home | A welcome, your team and Your brands |
| Brands | Every brand against the period before, last year and plan: net sales, orders, ad spend, contribution (CM3), MER and AOV |
| Dashboard | The brands consolidated, with figures for the period |
| Trading | Overview (the trade against last period, last year and plan, then the trade by brand), P&L and Targets |
| Intelligence | Open findings across the brands, money at stake and the brands with actions |
| Products, Orders, Customers | The brands added up, with a table by brand |
| Markets | The countries the brands sell to, added up, with each brand's split |
| Paid Media | What the brands spent and what it returned, by channel, then brand by brand |
| Email & CRM, Website | Klaviyo and website figures across the brands, by brand |
| Reports | Reports across the brands |
| Account (agency staff) | Contracts, Invoices, Agency margin and Access |
| Settings | Portfolio, Financial, Costs, Notifications, Team and Billing |
Step by step: open a portfolio
- Choose the portfolio from the switcher. Client users on one portfolio land on its Home.
- Choose a section from the menu.
- Pick the period in the date control; Trading and the P&L use the portfolio's own financial year.
- In any table of brands, choose a brand to open its own page.
What you will see
The P&L
The same statement as a brand's, from gross sales to EBITDA. Choose Consolidated to add the brands together, or By brand for each brand's statement. Costs entered for the portfolio can be split across its brands, set in the portfolio's Settings, Costs.
Targets and pace
Trading's Overview shows pace against plan for the period and the financial year the period sits in. Targets are set per brand; rates and ratios are planned by brand only. With Pool targets across brands on, the brands share one summed target.
Troubleshooting
- "This portfolio has no active brands": brands appear once they are active and assigned.
- "This portfolio's figures failed to load": nothing is shown rather than a partial portfolio. Try again.
- "The plan could not be read": a brand's targets or figures failed to load, so no pace is shown.