1. Create a New Dashboard:
From the main Creative Reporting view, click "Create new dashboard".
2. Choose Dashboard template:
There are numerous types of dashboards to choose from. Each of the dashboard templates is designed to help you achieve a specific goal. After selecting the template, make sure you update the metrics and filters to fit your specific setup.
3. Understand the Dashboard Layout:
A dashboard has several sections you can configure.
The Main Controls (Top): At the top of the page, you will find the main controls for your entire dashboard. This is where you will find the "Group by" dropdown menu to choose your primary dimension (e.g., Ad Concept, Ad Format). You will also find the Filters and Date Range selectors here.
The Performance Chart (Upper Section): This is your visual focus area. After selecting your "Group by" dimension, go to the "Overall Performance" section. Click "Add metrics" here to choose a subset of your data to visualize in a Bar, Line, or Scatter chart.
The Data Table (Lower Section): This is your foundation and master view. Click "Add metrics" in the table header to select all the columns you want available for your analysis (e.g., Spend, CTR, Conversions, CPA, ROAS).
4. Set Your Goal:
In the dashboard's "More" menu (...), click "Select conversion events" to choose the primary action you want to measure. This is critical for the accuracy of your conversion metrics.
5. Save and Share:
Use the "More" menu (...) to "Save as new dashboard" and "Share dashboard" with your team.
Need further help? For common questions or troubleshooting, start by visiting the FAQ section. 👈