The Overview module allows you to view information from multiple advertising accounts in a unified table, eliminating the need to navigate through multiple reports or advertising platforms. This is especially useful if your company manages advertising accounts for many clients and you need to log into each report to understand how each client is performing against their budget and objectives, compared to previous months, and so on.
There are two types of Overview:
1) By Client: each row includes each client's advertising accounts. This way, you will find your clients in the rows and you can include metrics from advertising platforms, analytics tools such as GA4, e-commerce, and CRMs in the columns. You can also add custom fields, as if it were an Excel spreadsheet fed in real time by your campaign data.
2) By Campaign: similar, except that at the row level you can see all the campaigns for all the clients you want.
1) By Client:
You can configure each client by choosing the advertising account for each platform and optionally adding a filter to the campaigns.
Once each client has been created, you can see all your client information together in a table (from Meta, Google, LinkedIn, etc.) and see how they are doing:
- Are we on budget?
- How are we doing in terms of objectives?
- How are we progressing compared to the previous period?
You can also, for example, see the total investment (Google + Meta + LinkedIn, etc.) for each one, their actual sales brought in from GA4, and calculate the ROA for the entire account:
When creating a customer, you can use the campaign filter to break down that customer:
Examples:
If you filter performance campaigns vs. branding campaigns, you could put two clients in the table: “Client A Performance” and “Client B Branding.”
If you filter campaigns by region, you could put N clients in the table, one for each region: “Client Region A,” “Client Region B,” “Client Region C,” etc.
If you sell two different products or services in the same advertising account, you could use campaign filters to break down the client according to the corresponding business unit.
To create a new table, the first thing you have to do is add clients with their respective platforms and advertising accounts:
You don't need to add all your clients in this modal, as you can add additional clients or edit them later.
You can create as many tables as you want! You could set up one table for e-commerce accounts and a second table for lead generation accounts. Or you could create a table for a particular analyst's clients, etc.
Once you have added the first clients in the previous modal, you can choose to create the table from scratch or use a template.
If you choose a template, the options are as follows:
You can choose one of the pre-built templates and then edit it according to your needs.
The Overview Operation explains how to create a table from scratch and how each of its components works.
2) By Campaign:
The campaign table allows you to view campaigns from different platforms such as Meta, Google, LinkedIn, TikTok, etc., in a single table for multiple advertising accounts. Therefore, if you need to look at the data for each campaign for multiple accounts, it is much easier to see everything unified in one table than to have to go to each advertising platform to view it.
Create goals and visually review how you are doing versus actual data:
Meta's XYZ campaign is 20% over budget.
Google's ABC campaign is 5% below the daily sales target.
LinkedIn's XDF campaign is 30% below the daily conversion target.
Google's MNJ campaign is 10% above the weekly conversion target.
When creating a table, you must select the platforms, advertising accounts, and the date you require for the data:
The next step is to choose whether you want to create the table from scratch or start from a template:
You can choose from the following templates:
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