1) What’s the difference between the by client overview and the by campaign overview?
The client overview lets you group ad accounts by client and view a general summary of their results, regardless of the platform. The campaign overview, on the other hand, shows specific campaigns from different platforms in the same table—ideal for detailed and comparative analysis across campaigns.
2) Can I create more than one table in the Overview module?
Yes, you can create as many tables as you need. For example, one table for ecommerce and another for lead generation, or one per analyst or region.
3) What are custom fields for?
Custom fields let you add specific data that doesn’t come directly from the advertising platforms, such as goals, budgets, key dates, notes, and CRM metrics, among others. You can also create custom calculations using formulas.
4) Can the daily budget or monthly progress be calculated automatically?
Yes, by using custom fields of type “Date” and “Number,” you can create formulas that update automatically based on the day of the month and current spend.
5) What are the benefits of using templates when creating tables?
Templates save you time by providing a ready-made configuration that you can adapt to your needs. There are templates for ecommerce, lead generation, performance vs. branding, and more.
6) What does “Include Totals” in a table mean?
When you enable the “Include Totals” option, you’ll see the total for each metric at the bottom of the table. This is useful for having an aggregated view of overall performance.
7) What can I do with conditional formatting?
Conditional formatting allows you to apply colors or visual indicators to table cells based on specific criteria, so you can quickly spot opportunities or issues.
8) Can I filter the information according to my needs?
Yes. You can use filters to segment by platform metrics or custom fields (for example, by analyst, region, minimum spend, etc.). You can also save custom views.
9) What if a client doesn’t have data on a specific platform?
In that case, the metrics related to that platform will appear as blank in the table. This doesn’t affect the visibility of other available metrics.
10) How often is the data updated?
In the Overview section, the data is updated every 8 hours, but you can also manually refresh it at any time, giving you an almost real-time view of overall performance.
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