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As automated marketing grows, it’s important to know where a human touch is needed. The humans at Metric Labs are still very involved in campaign strategy and management for our clients. In order to make sure the machines are running everything the way they’re meant to, we’ve got a suite of internal reporting tools we’ve created using a mix of platforms, connectors, and data sources.
One important tool for our paid social media managers is our internal account performance tracking dashboard. We use this dashboard to make regular checks on our clients’ social advertising performance across their account, and across particular campaigns. To make this tool easy to use for the whole team, we built a report in Google Data Studio that accesses all our client accounts, and allows us to quickly toggle between accounts and campaigns.
In this blog, we’ll show you how to do the same. If you haven’t set up a report in Google Data Studio before, you might want to read this blog about setting up reports first.
1. Add your data source.
In your Google Data Studio Report, click on Create New Data Source.
2. Select your connector.
For this report, we’ll be working with Facebook Ads, which uses a Supermetrics Connector for Google Data Studio.
3. Authorise the connector and select your accounts.
When you authorise the connector through your Facebook account, it will bring up a list of all accounts you have access to. Make sure you select every account you want to show up in this report.
4. Set up a filter control in the report.
Now you have all the accounts you want to monitor in one place, you need to set up a way to toggle between them in your report. This is where filter controls in Google Data Studio come in.
5. Create filter controls at the account and campaign levels.
We created our filter controls to select accounts and campaigns – you can do this by creating 2 filter control boxes, and choosing “account name” for one, and “campaign name” for the other.
Depending on your own client account and campaign structure, you might want to do this differently. Have a play with the dimensions available in the data source you’ve added.
6. Admire your work.
Once you add the rest of your charts, you’ll have a report that lets you quickly understand client performance, without needing to have lots of tabs and breakdowns open in business manager. We’ve found our report helps us get to insights faster, which has tactical and strategic impacts for our client campaigns.
One last handy hint – you’ll find when you drop down on the list, everything will be selected. Just mouse over the account you want to see and “only” will come up. It’s a one-click way to see the info you care about.
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