Portfolio Pacing · August 2026

Real Estate Portfolio
Month-to-Date Update

Where August spend stands against budget on Day 23 of 31 — and what to do about it.
3 Clients|August 1 – 23, 2026|74.2% of month elapsed
Portfolio · Section 01

Portfolio at a Glance

3 accounts share a $12,500 combined August envelope. As of Day 23, the portfolio is underpacing by $1,291 — a 13.9% shortfall to pro-rata target. 1 of 3 account is underpacing; 1 is ahead; 1 on track.
August Budget
$12,500
Combined 3-client envelope
MTD Spend
$7,983.67
Days 1–23 actual
vs Pace Target
−$1,290.52
13.9% under pro-rata
Projected Month-End
$10,761
−$1,739 vs budget at current pace
Client August Budget MTD Spend Target (Day 23) Variance Projected EOM vs Budget
Real Estate Post $2,500 $2,631.69 $1,854.84 +$776.85 (+41.9%) $3,547 +$1,047 (+42%)
Addresses of Distinction $2,500 $1,893.57 $1,854.84 +$38.73 (+2.1%) $2,552 +$52 (+2%)
Hall Signs $7,500 $3,458.41 $5,564.52 −$2,106.10 (-37.8%) $4,661 −$2,839 (-38%)
Portfolio Total $12,500 $7,983.67 $9,274.19 −$1,290.52 (-13.9%) $10,761 −$1,739 (-14%)
By Client · Section 02

Client-by-Client Pacing

Each card shows MTD actual vs the pro-rata target for Day 23 (74.2% of the month). The black tick on each bar marks where spend should be today.
Real Estate Post
CID 4631988316 · $30K annual envelope
42% Over Pace
MTD Pacing $2,631.69 / $2,500 August budget
$2,632 (100.0%)
$0 $2,500
August Budget
$2,500
MTD Spend
$2,632
Day 1–23
Target (Day 23)
$1,855
Variance
+$777
41.9% over
Required Daily
$-16
vs $114 current
Context: 86.6% of the full August budget is already spent at 58% of the month. Daily run rate is $120.28 vs the $25.76 it would take over the final 13 days to land on the $2,500 plan, projecting ~$1,229 over. Two things make this the portfolio's structural problem rather than a one-month blip. First, it is the third consecutive month over plan: June closed $4,791 vs $4,000, July closed $5,454 vs $3,200 (+70%). Second, it is the only account running ahead of its annual envelope — $22,013 of $30,000 spent through July, leaving $7,987 against an $8,500 Aug–Dec plan. There is no slack left to absorb this. And the extra dollars are not buying availability: all three campaigns show 0% IS lost to budget, with 54–68% lost to rank. Trim daily caps.
Analysis written 2026-08-18 · figures above are current through Aug 23
Addresses of Distinction
CID 6183012651 · $30K annual envelope
On Track
MTD Pacing $1,893.57 / $2,500 August budget
$1,894 (75.7%)
$0 $2,500
August Budget
$2,500
MTD Spend
$1,894
Day 1–23
Target (Day 23)
$1,855
Variance
+$39
2.1% over
Required Daily
$76
vs $82 current
Context: Effectively on plan and the one account that needs nothing this period. This is a genuine correction, not a continuation — July closed at $3,822 against a $2,500 budget (+53% over), so landing within 4% of pace is the improvement we wanted. MTD CPA is $79.79 against July's $74.94, so the tighter spend has not come at the cost of efficiency. All three campaigns are at 0% IS lost to budget; brand sits at 92.4% impression share while the two General geo campaigns run 22–25% IS with roughly 75% lost to rank, which is a quality problem rather than a budget one. The annual envelope also has room: $13,965 of $30,000 spent through July, leaving $16,035 against a $14,500 Aug–Dec plan. Leave caps alone and keep watching CPL.
Analysis written 2026-08-18 · figures above are current through Aug 23
Hall Signs
CID 8378921672 · $50K annual envelope
38% Under Pace
MTD Pacing $3,458.41 / $7,500 August budget
$3,458 (46.1%)
$0 $7,500
August Budget
$7,500
MTD Spend
$3,458
Day 1–23
Target (Day 23)
$5,565
Variance
−$2,106
37.8% under
Required Daily
$505
vs $150 current
Context: This is the account to act on. August is Hall Signs' peak month at $7,500 — the largest single-account budget in the plan — and it is $1,395 behind with 13 days left. Daily run rate is $164.43 vs the $349.26 needed to land on plan. Unlike June, this is not a rank constraint: Brand is losing 32.4% of impressions to budget and Sign Blanks Material 24.5%. Daily caps are throttling the account in the exact month the plan wants the money deployed. This also repeats July, which closed at $4,065 against a $6,000 budget — the same 32% shortfall. Brand is the cheapest conversion in the portfolio at $24.25 CPA on 66.1% IS, so raise it first. Sign Blanks Material is the opposite case: $2,422 spent for 7 conversions ($346 CPA) at 12.3% IS with 63.2% lost to rank — verify efficiency there before pushing more budget into it.
Analysis written 2026-08-18 · figures above are current through Aug 23
The Read · Section 03

What the Numbers Say

One account is materially off pace. Diagnose whether it's auction (rank/budget) or operational (paused/limited) before reallocating.
Pacing pattern
Hall Signs at -38%. If the gap holds, projected August closes $1,739 under the $12,500 budget.
Where the gap is
Concentrated in one account. Diagnose paused campaigns, daily-cap throttling, or IS-lost-to-budget signals first.
What to verify
Pull IS lost to budget vs rank for any account >10% off pace. Budget loss = increase caps. Rank loss = quality work needed first. Also confirm no paused campaigns on any underdelivering account.
Action · Section 04

This Period's Moves

Diagnose first, reallocate second. A budget increase only works if the IS-lost-to-budget data says dollars will translate into clicks.
  1. Pull IS lost to budget vs rank — last 7 days — for any underpacing account. If >15% IS lost to budget exists, the account is demand-capped and budget will fill it. If it's all rank loss, more budget won't help and we need bid/quality work first.
  2. Confirm no paused or limited-by-status campaigns on severely underpacing accounts. Large pacing misses can be operational (paused campaign, exhausted shared budget, disapproved assets) rather than market-driven. 5-minute check.
  3. If accounts are rank-capped, freeze the reallocation conversation. Spending more produces waste. Redirect attention to RSA / Quality Score / negative refinement.
  4. If accounts are budget-capped, raise daily caps proportionally to recover pace. Use the "Required Daily" figure on each client card. Stage in 25% increments over 3 days; do not jump straight to target.
  5. Re-run this MTD update mid-month and again before each client call. Lets you see if diagnostic actions moved pacing or if the gap is locked in.