In this article, we will look at:
How to bring data from platforms into the table?
How to pin or hide columns, how to add comparisons, and how to sort the table in descending or ascending order?
How to include totals?
How to add custom data to the table using custom fields?
How to create filters and custom views?
Conditional formatting.
The same functionality applies to both views: Overview by Client and Overview by campaign.
How to bring data from platforms to the table:
Once you have added some clients with their respective advertising accounts, you can start adding data to the table.
To add data from the platforms, click on the “Add Metric” field and you will see a list of metrics available for each platform:
Assuming you choose Investment $, Clicks, and CTR for Meta, Google, and LinkedIn, the metrics will be added to the table as columns:
Clients who do not have values in the respective metrics will have empty fields. For example, clients who do not have an advertising account set up on LinkedIn will not have values in the metrics chosen for LinkedIn.
It is important to note that the table always has a date filter and that changing it will change the metric values:
2. How to pin or hide columns, how to add comparisons, and how to sort the table in descending or ascending order?
By pressing the three blue dots on a metric, you can choose the following options:
Each metric chosen from a platform can be edited with an alias, if, for example, you want to see “Inversion $ FB” in the table versus the platform's default value, “Amount Spent META.” To do this, click on the metric and then on the edit pencil:
Each metric can also be compared as a percentage with the previously selected period.
By selecting the eye icon, you can hide or unhide that metric.
You can pin or unpin a metric to anchor or unanchor a column.
Columns can be enlarged or reduced by moving their edges (as you would in Excel or Google Sheets) and also moved by dragging from the six marked points.
Columns can also be sorted in ascending or descending order by clicking on the corresponding icon.
3. How to include Totals:
By clicking Include Totals at the beginning of creating an Overview Table, you can obtain the totals for the selected Metrics.
4. How to add custom data to the table using custom fields:
Clicking on Create custom field will bring up the following options:
There are different types of Custom Fields:
Single Text and Long Text: these are used to add text fields to the table. For example, if we want to make notes about how our clients' campaigns are going:
URL: allows you to add links to relevant material about the client that you have uploaded to the cloud.
Date: allows you to add date fields such as today's date, start of month date, end of month date, etc. This is very useful for making calculations and projections based on the days that have already passed in the period and how many days are left. How are we doing with the budget? What should today's daily budget be to reach the monthly budget? How many conversions should we generate per day to reach the monthly goal? In Dates and Objectives you can see how to set up these tables in detail.
Number: you can add numeric fields, such as “sales target” or “budget,” and define the format: number, percentage, or currency $.
Formulas: allows you to perform calculations with the rest of the data in the table. For example, you can add up the conversions for each platform:
Single Selection and Multiple Selection: allows you to add fields that you can then select from a list in the table. For example, who is the analyst in charge of the client?
Checkbox: allows you to add a field to check whether or not you did something for that customer:
Source Result: allows you to choose a platform and then select the metric that is most relevant for each client on that platform:
Once the custom field has been created, you can choose the metric for each customer in the table:
This type of custom field is very useful because we are often interested in different metrics for each customer. So, instead of adding different columns where the data in certain rows will not be of interest to you, you can group everything in the same column and choose the desired metric for each row (customer).
CRM: If you want to include metrics from a CRM such as Hubspot, Close.io, Kommo, or Pipedrive, you can include the CRM custom field and select the metric there. In addition to including the metric, you can include filters and you must also define which date to use. For more information, see the documentation on Custom Fields-CRM.
5.Filters and Custom Views:
Using Filters, you will be able to segment the table based on all the information it contains. You can filter on metrics brought in from platforms as well as on custom fields created by you.
For example, you could filter all Clients who have more than X conversions, or who have invested more than X $ in a platform. You could also filter only Clients assigned to a particular analyst, or only those who spent more than X% of the budget, etc.
Let's say I want to see only the customers assigned to “Juan” as their analyst:
6. Conditional Format:
To apply conditional formatting to the table and visually highlight what is most relevant to us with colors, we need to click on the formatting icon:
Then configure the conditional formatting for each column in the table. You can choose which customer you want the formatting to apply to, which metric, and finally, configure the parameters:
Here you can see the most frequently asked questions about the Overview module:
Want to learn more? Find additional information, resources, and guides on our website: https://mastermetrics.com/
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