Portfolio Optimization

An optimization is a proposal of budget changes for the contents of a portfolio, generated by Nexoya's optimization engine. It compares a baseline (current budget allocation) against a predicted outcome (proposed reallocation) for each funnel step. Learn more about how portfolio optimization works, optimization types, and understanding optimization uplift.

Prerequisites

Optimization must be enabled and an active optimization period must exist for the portfolio. If there is no active optimization, the field returns null.

Get the active optimization

Apollo Studio

query PortfolioOptimization($teamId: Int!, $portfolioId: Int!) {
  portfolioV2(teamId: $teamId, portfolioId: $portfolioId) {
    activeOptimization {
      optimizationId
      start
      end
      totalBudget

      performance {
        total {
          budget {
            spent
            proposed
            changePercent
          }
          funnelSteps {
            metric {
              baseline
              predicted
              changePercent
            }
            costPer {
              baseline
              predicted
              changePercent
            }
          }
        }
      }
    }
  }
}

Variables

{
  "teamId": 123,
  "portfolioId": 456
}

Understanding the response

The funnelSteps array in performance.total corresponds index-for-index to the portfolio's funnel steps (retrieved via the portfolio funnel steps query).

Field	Description
totalBudget	The total budget amount allocated for the optimization period (scalar)
budget.spent	Budget already spent in the current optimization period
budget.proposed	Total budget proposed by the optimization
budget.changePercent	Percentage change between proposed and spent budgets
metric.baseline	Expected metric value with the current budget allocation
metric.predicted	Expected metric value after applying the proposed reallocation
metric.changePercent	Percentage improvement in metric: ((predicted - baseline) / baseline) * 100
costPer.baseline	Cost-per-conversion with the current allocation
costPer.predicted	Cost-per-conversion with the proposed allocation
costPer.changePercent	Percentage change in cost-per: negative means lower cost (improvement)