a) affects dashboard or tab

b) affects widgets

When you're in your dashboard, there are two dropdown menus where you have a selection of several features. The first dropdown affects a dashboard and tab level, the second applies changes on a widget level.

The first dropdown menu is on the top right side of your screen, right above your widgets. This menu is split into two halves - a dashboard on the left side and a tab on the right.

Let's start with the left side - features for your dashboard. There are 5 in total.

The 1st feature is Apply Template. When you click on it, you see a popup window. Here you'll have the option to choose between different objectives. After you click Apply, the platform will generate pre-made tabs with metrics designed by our senior ad specialists. You can keep the whole template as it is or take it as an inspiration. Remember that all the tabs you had before in this dashboard will be replaced after you apply a template.

The 2nd feature is Change Attribution Window. You can see your current attribution window on the left side next to this dropdown menu. The default setting is the same as it is on Facebook - 7 days click, 1 day view. If you need to change it, you can do so in this feature.

The 3rd feature is Share Link. After you allow to generate a URL link, you can send it to whoever you want. They will be able to see the tabs you created and your Ads tab, but they won't be able to make any changes. It's strictly for viewing purposes only. You can use this when you need to send a quick update to your manager without spending time downloading it and sending it over. You can also turn off the sharing button when you decide to do so.

The 4th feature is Rename Dashboard. You can rename your dashboard whenever you need to. It's always better when you're more specific in the name than too broad. Also, it will help you find the dashboard you need much faster.

The final feature is Download Powerpoint. You can download the whole dashboard as a PowerPoint presentation. All widgets are generated as tables that you can further edit in ppt.

On the right side of this menu, there are 9 features that you can apply on a tab level.

The 1st one, Select Platforms, will let you choose which platform's data this tab should display. If you don't select anything, all platforms that you have selected will be displayed.

The 2nd, Apply Benchmark, lets you set up a benchmark that will be shown in your widgets as a comparison number to your current results. You'll have 5 options for setting up the benchmark.

Check out this video to see in detail how to apply benchmarks →

The 3rd feature is Apply Filter. If you created a filter, you could apply it to your entire tab - e.g., to split up your performance and see a specific campaign or objective on its own.

The 4th feature, Apply Template, works on the same principle as what you read about before. Once you click on it, you will see a popup window. There you'll be able to select between different objectives. Once you hit Apply, the platform will generate a tab designed by our senior ads specialists. It's important to note that once you apply the template, all the widgets that you had before in this tab will be replaced.

The 5th feature is Change Attribution Window. Similarly to changing the attribution window on a dashboard level, you can change it here only on a tab level. This means only this specific tab will have a different attribution window if you decide to change it.

The 6th feature is Save as Template. This means that you can save the tab and use precisely the same settings in different tabs, dashboards, or accounts. So, for example, you can track several campaigns in different deepdivr accounts without creating the same tabs all over again.

In the 7th feature, you can Rename Tab. You can do so at any point. The best approach is to be specific.

In the 8th feature, you can Delete Tab. Remember, deleting your tab is permanent. So you won't be able to retrieve it if you delete it.

The last feature is Download Powerpoint. You can download your tab as a ppt where all the widgets are in a table format. You can further edit them in ppt if you need to.

The dropdown menu in widgets can differ in the number of features that apply to a specific widget. In addition, some features are unique only to one or a few widgets.

Aggregated - This feature allows you to see your data in an aggregated form. It's accessible only for the development widget.

Select Platform - You can select a specific platform. The widget will take the data only from the selection you make. This allows you to see the performance of different platforms side by side.

Chart Type - This feature is accessible only for development and breakdown widgets. You'll have 3 different options to display your data in each widget: Column, bar, and pie chart for breakdowns. For development, it's column, line, and area chart.

Edit Metrics - In the results widget, you can choose to display different metrics from the available selection. Unfortunately, the Reach and Frequency won't be visible if you're monitoring cross-platform. The reason is that they are unique to each platform.

Edit Dates - You can edit the dates on a widget level instead of the whole tab. This is useful to compare different time periods side by side.

Edit Sorting - You can edit the sorting only in the Breakdown widget. You can select if the data should be sorted by category or metric. Furthermore, you can decide if the data should be in ascending (lowest-highest) or descending order. (highest → lowest)

Apply Threshold - If some data parameters you collected are significantly low, you can apply a threshold. The threshold counts as the minimum percentage that the data should reach for it to be visible. For example, if one of your age groups (e.g., 25-35) didn't reach at least 2% of clicks, the group won't be visible in your widget.

Apply Filter - You can apply a filter on a widget level. This allows you to compare the performance of, e.g., a specific objective, a campaign, a group of creatives, or target audiences, next to either your overall results for the whole dashboard or to another filter.

Resize Widget - All widgets take half of a column in a default state. With this feature, you can resize them to take either a smaller or more significant portion of the space. Check this article to get some inspiration on how to use this feature.

Duplicate Widget - You can create the exact same widget by duplicating the original one.

Rename Widget - You can rename the widget to make it easier to understand what the widget is about.

Delete Widget - Delete the widget if you don't need it anymore. Just remember, deleting the widget is permanent.

This is the last article from the self-onboarding saga. So if you've read all 5 you know how to work with the platform on an operational level.

While you know the basic functionality, it's important to know when it makes sense to use which function. Or how you can set up an optimal dashboard for your objectives. Since there is no such thing as one size fits all make sure to drop us a message in the chat. We'll make sure you'll use the platform to the fullest potential.