Your dashboard is designed to provide analysts and managers with a high-level overview of their portfolio and assigned accounts’ performance. Quickly review important account metrics within configurable widgets.
Finding your dashboard
Go to Insights (bar icon) in the left menu.
Select Dashboard.
Dashboard metrics
At the top of your dashboard, you'll see some high-level metrics to help you get a feel for your portfolio performance. These numbers are current to the hour (Note: On the first day of the month, you will see the previous month's metrics by default). You'll also see a comparison of the previous month through the same day of that month. Metrics include:
Number of Accounts: How many accounts are in your portfolio
Total Budget: Your current budgeted dollar amount for this month
Total Spend: Month-to-date spend
Pacing: Your current pacing percentage (this is updated every hour to get the most accurate number)
Clicks: The total number of clicks on your ads
Impressions: The number of times an advertisement is viewed
CTR: Click-through rate for the current period
CPC: Your month-to-date cost per click
Widgets
Think of widgets as at-a-glance views of important data. You can edit and customize your dashboard experience with many types of widgets.
Editing your widgets
On the top-right of the dashboard, select Edit Dashboard.
Adjust the widget layout. You can:
Resize them by clicking on the lower right of a widget and drag to your desired size.
Move the widget by clicking and dragging the crossed arrows in the upper right of the widget.
Remove the widget by selecting the trash can.
Add a new widget by selecting:
Predefined Widgets: Choose a widget from the dropdown menu.
Custom Widgets: Select a data set you previously created in Data Explorer.
Create Custom Widget: Create a custom widget directly in your Dashboard.
Click Save Layout.
Widget types
Predefined widgets
Predefined widgets
Ad serving heatmap: Displays a heatmap of the selected metrics over day of week and hour of day
Geo heatmap: Shows the density of your advertising on a map
Metric trends: Compare the trends of two different sets of data over time
Searches: See the most popular search terms for your accounts
Keyword quality analysis: View your quality score volume
Device breakdown: Breakdown of the devices on which your advertisements are viewed
Impression share: Top 10 accounts with impression share opportunities
Under-pacing accounts: Top 10 accounts that are under-pacing
Activity feed: Activity feed of changes by user
Benchmarks: An overview of guardrails that have been enabled. Displays accounts and the overall health by volume of the guardrails.
Recent campaign launches: A list of recently launched campaigns and their metrics
Demographics: Demographic analysis at your fingertips
Learning mode: Learning Spend Mode observations galore
Top creatives: Top-performing creatives with accompanying metrics
Custom widgets
If you have saved data sets from Data Explorer, you can add them to the dashboard. When you add a widget, you will see the name of the saved data set in the Custom Widgets dropdown.
You can create a custom widget directly from your dashboard:
On the top-right of the dashboard, select Edit Dashboard.
Select + Create Custom Widget.
Give your widget a name.
Select the Report Type from the drop down. Each report type is configured to provide you the most common metrics associated with that data set.
Select the Visualization Type for how you would like the widget to display on your dashboard. Depending on the Visualization Type you select, you will then be prompted to select the Columns, Horizontal Axis, Vertical Axis or Single or Multi Series.
Click OK.
Click Save.
Creating multiple dashboards
On the top-left of the dashboard, select the Default dropdown.
Click Create New Dashboard.
Give your new dashboard a name.
Choose the widgets you'd like to add, or create a new custom widget.
(Optional) Click Set Viewing Permissions and toggle on Share With Everyone for other users to view.
To delete a dashboard, click Delete Dashboard.
Account-level dashboard
Dashboards are also available at the account level. To access an account-level dashboard, click on the pie chart icon from the account table in Manage > Accounts. You can also select a specific account from within the dashboard itself.
