Skai Search’s portfolio health report helps you easily monitor the vital signs that show whether your portfolio is in top shape or needs some attention—stat!
Editor’s note: Our Tech Tip series features a favorite tip from one of our Skai experts. These folks know our tools inside and out and they want to share their knowledge with you! This week’s Tech Tip is from Skai Client Success Manager Bill Riddell, who knows the value of regular checkups.
Here’s the thing. I don’t like going to the doctor.
It’s not his fault, he’s a perfectly nice guy.
His communication can be a little dry and his office could use decor that’s not straight out of 1988 but there’s no one thing that I can pinpoint that I don’t like. It’s just the hassle of the whole process. But you know what? It’s necessary. You need someone to run through the proper examinations to make sure you’re at peak health.
Bidding portfolios are the same way. While they may seem to be fine on the outside, there are checks that can and should be done to ensure they are at peak performance as well. That’s where the portfolio health column and report comes into play. It’s here to be the “doctor” for your bidding portfolios.
What is the portfolio health report?
The portfolio health report is part of the ongoing portfolio health check that was added to the Skai portfolio suite back in January. The purpose of the report is to provide visibility into the checks that are regularly run in the background, to ensure your portfolio is running in the best possible way. With the update, there is a detailed downloadable report that allows you to see these checks, how your portfolio is doing in each of the check categories, and even gives you information on next steps to help you resolve any issues.
Why is it so important?
This report is important because it helps reduce the resolution time and allows the day to day user to quickly diagnose and resolve any issues that are bubbled up (such as if the percentage of exact match traffic is too low, maxed out budget caps, conflicting bid strategies, etc.) that could negatively affect performance. Instead of having to dig in and find out what may be ailing your bidding portfolio, the information is instantly right in front of you.
How do you access it?
This is found in portfolios tab under the portfolio health column in Skai Search.
Monitor Portfolios Help Center – Ongoing portfolio health notifications subsection. This can only be accessed by logged-in, Skai clients.