How to Create a Dashboard
Dashboards simplify marketing data into clean, visual tables. Here's how to create your first dashboard and visualize your marketing data effectively.
1. Open the Dashboard Tab
- Click on Dashboard in the left navigation bar to access your dashboard hub.
- Here, you'll see all your existing dashboards.
- Select any dashboard to view its tables.
2. Create a New Dashboard
- Hit New Dashboard to start building a new one.
3. Choose Account(s)
- Select the account(s) your dashboard will analyze. The available data contexts will update based on your selection.
- You can choose multiple accounts for combined analysis.
4. Configure Dashboard Details
- Enter a title for your dashboard (e.g., "EMEA Dashboard").
- Optionally, add a description to explain its purpose.
- Select the data context (e.g., Ad Performance, Keywords).
- Choose the grouping context (e.g., Campaign, Ad Group).
5. Add a New Table
- Click New Table to add your first table. You can add multiple tables to the same dashboard.
- Each table represents a specific data view within your dashboard.
6. Fill the Table Parameters
Configure the parameters for your table:
Primary Date Range
- Select the main date range for analysis.
Base Date Range (Optional)
- Choose a comparison period for baseline comparisons.
Attributes
- Select attributes to group by (e.g., Campaign ID, Campaign Name). You can also group by custom fields like labels.
Metrics
- Choose metrics to display (e.g., Clicks, Impressions, Conversions). Individual conversion events are available.
Breakdown (Optional)
- Add breakdown for deeper analysis (e.g., Gender, Age).
7. Create and View the Table
- Click Create to generate the table.
- The system will process the data, perform aggregations and calculations.
- Once ready, the table will appear with your selected data.
8. Configure Alert Prompt (Optional)
- Describe the conditions for when you want to be alerted about changes in your tables.
- This description will create triggers that notify you when those specific changes occur.
9. Schedule Your Dashboard
- You can schedule your dashboard. By default, it's one-off.
- Choose how often your dashboard should refresh: one-off, daily, weekly, etc.
- Set notification preferences to get alerts when your dashboard updates.
- Click Save to activate the scheduling.
10. Additional Features
- Add filters to refine the data (e.g., filter by specific accounts).
- Rename table headers for clarity.
- Add multiple tables to the same dashboard.
- Export the Dashboard to Google sheets using the Export button.
That’s it — you’re all set to create your first Dashboard!