Skip to main content

Advertising Intelligence Dashboard

This guide provides an overview of setting up and using the Advertising Intelligence Dashboard for the first time. The dashboard is designed to help users efficiently view their ad campaigns' performance. The video below takes you through some of the key features.

1. Connecting Accounts​

  • To get started, ensure relevant accounts are connected under the settings section.
  • Once an account is connected, admins can edit and adjust management fees to be applied to the ad spend. 

Note: Our Ads team does not update ad management fees. These must be updated by an administrator.

2. Metrics Control​

  • You can customize the metrics you want to display in the dashboard.
  • Each metric provides a brief description when you hover over it.
  • You can edit, add, or remove metrics based on your preference. The top six chosen metrics will appear on the overview page.
  • Default metrics across all accounts can also be adjusted in the platform under Marketplace > Products > Advertising Intelligence > Product Settings.

3. Conversion Metrics​

  • You can designate certain actions as conversions. For example, anything marked as a lead can be counted as a conversion.
  • Different platforms offer specific metrics. E.g., Facebook pixels can track conversion metrics, while Google Ads can track calls as a separate metric.

4. ROI Calculation​

  • This feature helps estimate the return on investment.
  • The calculation takes into account the average sale value and the close rate. This helps businesses gauge the effectiveness of their campaigns.

5. Viewing the Dashboard​

  • If multiple ad platforms are connected, users can view data for each platform separately.
  • You can adjust the timeline view and delve into specific metrics for detailed insights.
  • The displayed metrics, like client spend and cost per click, are adjusted based on the previously set management fee.
  • All campaigns are listed. For campaigns running on multiple networks, users can hover to see the networks. Clicking on a campaign provides more detailed information, including its current status (e.g. if it's live or paused).