# Portfolio Overview · PPC Agency Dashboard

A free, ready-to-use multi-account dashboard for PPC managers. Open it in any browser — works offline.
Then re-build it with **your own Google Ads data** in 5 minutes using Claude (Cowork mode).

> No login. No SaaS. No analytics setup. Just download, open, and adapt.

---

## What's in this download

```
portfolio-dashboard.zip
├── Portfolio-Overview-Dashboard.html   ← double-click to open in your browser
├── CLAUDE-PROMPT.md                    ← paste this into Claude to rebuild with your data
├── README.md                           ← this file
└── sample-data/
    ├── accounts.json                   ← 24 fictional accounts (full schema)
    ├── portfolio.json                  ← agency KPIs, briefcase, weekly actions
    ├── sample_campaigns_90d.csv        ← Google Ads style campaign export
    ├── sample_adgroups_90d.csv         ← ad group export
    ├── sample_keywords_90d.csv         ← keyword export with Quality Score
    └── sample_searchterms_90d.csv      ← search term report
```

All sample data uses the fictitious agency **Northpoint Digital** (MCC 742-893-1056, 24 accounts). No real client information is included.

---

## Quick start (60 seconds)

### 1. Try the demo
Double-click `Portfolio-Overview-Dashboard.html`. Your browser opens the full dashboard with the sample data.
Nothing to install. Works offline.

### 2. Rebuild with your own data
Want to see *your* accounts in this dashboard?

1. Open **Claude desktop** in Cowork mode (the version with file access).
2. Drag both files into a new chat: `Portfolio-Overview-Dashboard.html` *and* your Google Ads CSV export.
3. Open `CLAUDE-PROMPT.md`, copy the whole prompt, paste it into the chat, and send.
4. Wait ~30 seconds. Claude returns a new `Portfolio-Overview-yourname.html` ready to open.

That's it.

---

## How to export your Google Ads data (3 steps)

1. Sign in at [ads.google.com](https://ads.google.com). If you manage multiple accounts, open your **MCC view**.
2. Click **Reports → Report editor → Predefined reports → Campaign performance**.
3. Filter by **Last 90 days**, then click the **download arrow** (top right) → **CSV**.

That CSV is exactly what Claude expects. Drop it into the chat.

> Don't have Google Ads access? You can still use the sample data — the demo dashboard works as-is for screenshots, training, or pitch decks.

---

## Three ways to use this dashboard

### A. Static demo (recommended for first run)
Open the HTML. Browse the data. Decide if the layout fits how you think about your portfolio.
Use it as a mockup to share with your team or a prospective client.

### B. Refreshed monthly with Claude (recommended for real use)
Every Monday, drop your fresh CSV into the same Claude chat and say **"refresh"**.
Claude remembers your previous answers (budgets, target CPA per account) and regenerates the HTML in seconds.

### C. Connected live to Google Ads (for the technically curious)
Install a Google Ads MCP connector or Supermetrics connector inside Cowork.
Change the prompt from *"the attached CSV"* to *"my Google Ads account, last 30 days"* and Claude pulls fresh data on every run.
**This is optional.** The CSV workflow is faster for most people.

---

## What the dashboard shows

| Section | What it answers |
|---|---|
| **KPI row** | How much have we spent? Are we pacing on plan? How many conversions? |
| **State cards** | Which accounts are at risk, which need watching, which are ramping, which are on plan? |
| **Health donut** | One-glance distribution of all accounts by health state |
| **tCPA buckets** | Which lever each account needs next (RISK · DIAGNOSE · RAISE · LOWER · MIGRATE · HOLD) |
| **Daily Briefcase** | Top movers since yesterday · Hidden risks · Opportunities to push |
| **Weekly actions** | The 4–6 things that actually matter this week, by account name |
| **Account table** | Filterable view of all accounts: budget, MTD spend, pacing, CPA, health, tCPA |

If you've used Power BI or Looker Studio for client reporting, this is the same layer of insight — but **without** the data warehouse, the licensing, or the maintenance.

---

## FAQ

**Q: Will this share my data anywhere?**
No. The HTML runs entirely in your browser. The Claude rebuild happens in your Cowork session on your machine. Nothing is uploaded to any third party by this tool.

**Q: Can I re-skin the colors / use my logo?**
Yes. The CSS lives in the `<style>` block at the top of the HTML. Change the `--accent` and `--accent-2` variables and you're done. Or ask Claude to do it for you: *"Use #FF6A00 as the accent."*

**Q: Can I add new sections (e.g. by-channel split)?**
Yes. Ask Claude in your Cowork chat: *"Add a panel showing spend by channel (Search / Shopping / PMax)."* It edits the HTML in place.

**Q: My CSV has different column names. Will it still work?**
Claude handles that automatically — it reads the headers and maps them. If something is genuinely missing (e.g. you don't track conversions), the matching section is hidden gracefully instead of showing zeros.

**Q: What about CAD, EUR, BRL, GBP?**
Detected from the CSV. The dashboard shows the right currency symbol per account.

**Q: How often should I refresh it?**
Weekly is the sweet spot for portfolios > 5 accounts. Monthly is fine for smaller books. You can re-run the Claude prompt in 30 seconds, so refresh whenever you need.

**Q: Can I show this to a client?**
Yes — the sample dashboard is intentionally generic. For a one-account client review, build a single-account version of the dashboard with your real numbers using the same prompt.

**Q: I'm not technical. Will I actually get this to work?**
The static demo: double-click the HTML, done.
The rebuild: copy/paste a prompt into Claude. If you can send a Gmail attachment, you can do this.

---

## Need help?

If something doesn't open or the rebuild fails, open Claude (Cowork) and paste:
*"I downloaded the Portfolio Overview dashboard but [describe what's happening]. Here's the file:"* — and attach the file or screenshot. Claude will troubleshoot it with you.

---

## License & usage

- Sample data: fictitious. Free for any use, commercial or personal.
- Dashboard HTML: free for any use, commercial or personal. Re-skin freely.
- Attribution is appreciated but not required.

Happy reporting.