The Overview module lets you see in a unified table information of several ad accounts so you can avoid browsing through several reports and dashboards
We have 2 visualizations:
1) By Client
2) By Campaign
1) By Client
You can configure each client choosing the ad account for each platform and optionally filtering by campaign
Once you created each client you can see all the relevant information in one unified table (Meta, Google Ads, GA4, Linkedin, etc):
how are we doing against our budget?
how are we doing against our sales goal?
how are we doing against the previous period?
You can also see the total investment (google + meta + linkedin, etc), sales from GA4 and calculate return over ad spent for the whole account:
When creating a client you can use a campaign filter:
Examples:
you can filter performance campaigns vs branding campaigns and create two clients: "Client A Performance" and "Client A Branding"
you can filter by region if you have that data inside the campaigns name, you could create; "Client Region A", "Client Region B", "Client Region C", etc
To create a new table you have to start adding clients with their ad accounts:
You don´t need to add all clients together here, you can add or edit clients later on.
You can create all the tables you want! you can build a table for ecommerce clients and another for lead gen clients. Or a table for a specific analyst, etc
Once you add the first clients, you can start from scratch or use a template:
You have the following templates available:
You can start with a template and then customize it to your needs.
In the next article you can learn how to create a table from scratch with all the different components
2) By Campaign
The table by campaign allows you to see campaigns from different platforms such as Meta, Google, Linkedin, etc, in the same table for several advertising accounts. Therefore, if you have to look at the data of each campaign for several accounts, it is much easier to see everything unified in a table than having to go see it on each advertising platform.
Create goals and visually check how you are doing vs real data:
Campaña XYZ from Meta is 20 % over budget
Campaña ABC from Google is 5 % below your daily sales goal
Campaña XDF from Linkedin is 30 % below your conversions goal
Campaña MNJ from Google is 10 % above the weekly conversions goal
When creating a table you have to choose the platform, advertising accounts, and the date you require for the data:
You can start from scratch or use a template:
You can use the following templates:
In the next article you can learn how to create a table from scratch with all the different components