The Analyst Portfolio Health tool in Fluency offers comprehensive insights into the overall performance of each user's portfolio. This feature empowers those with manager-level access to evaluate analysts based on individual portfolio health. Additionally, managers can set custom goals to gauge analyst performance using metrics tailored to their priorities.
Accessing the tool
Go to Insights (bar icon) in the left menu.
Select Analyst Portfolio Health.
How to use Analyst Portfolio Health
Define a date range
In the top-right of the tool, select the date.
Select Range or Single Mode. Range allows you to view metrics for multiple months or for a single month. Tip: For a more accurate view, assess using at least three months of data.
Single Mode: Select the month you want to assess.
Range Mode: Select a start and end month (e.g., June 2025 and March 2025).
Note: Health metrics differ from account metrics, as they are calculated once a day and represent metrics for enabled campaigns only.
Assess performance and set goals
Define goals for analysts based on your chosen metrics.
Click the Portfolio Health column next to the analyst you want to set goals for.
Click Edit Goals.
Choose a Metric from the dropdown (e.g., Pacing, Blueprint Usage).
Metric Target: Set a goal.
Weight: Set the priority for how goals are calculated. More important goals should receive a higher %.
Select the dropdown below to decide if the goal applies to all analysts or to this specific analyst.
Click Save Goal.
To set additional goals, click Add Goal and repeat steps 3-7. When you’re done, click Done Editing Goals and click away from the menu.
Metrics goals
Pacing: Combined projected pacing for total accounts in each portfolio.
Keyword Recommendations Accepted
Blueprint Usage: Percentage of accounts linked to a Blueprint.
Average Optimization Score
Percentage of Campaigns Not Spending
Managed Budgets: Percentage of active budgets with a pacing strategy.
Impression Share: Total average impression share across all accounts within a portfolio.