The All Accounts Dashboard (AAD) makes it easier to monitor and manage your ad accounts across platforms. You can visualize performance data for your Google Ads, Microsoft Ads, Amazon Ads, Meta Ads, and LinkedIn Ads in one place to analyze performance and find optimization opportunities. The dashboard also gives you powerful customization options — from filtering and saved views to tags, notes, and calculated metrics — so you see exactly the data that matters to your role and workflow.

The All Accounts Dashboard is designed to simplify account management by providing a centralized, actionable view of account performance, health, and budgets—without requiring you to navigate into individual platforms or accounts.

The Account Health column displays the overall health score of the account calculated by Optmyzr. It assigns color grades to provide a quick overview:

The colors correspond to the increasing order of health score efficiency, making it easy to gauge the status of your account at a glance.

This grading is determined through a list of checks conducted by Optmyzr for your ads account. The system conducts these checks at three different time frames i.e., every 24 hours, every 7 days, and every 21 days. These checks are aligned towards tracking any changes in the important entities of the account (say, account-level KPIs, top spending keywords).

For example, any failed Optmyzr automation should ideally be addressed and fixed within 24 hours, or your disapproved ads should be fixed within 7 days. This score on the dashboard will signify any such changes that need your attention.

Here's a breakdown of the checks and their statuses, accessible by hovering over the account health colored dot:

The Download button on the top left of the account health pop-up card allows you to download the specifics of health data as a CSV file. The CSV file will include information regarding the results of the checks performed by the system. For example, a list of all your custom alerts or triggered anomaly alerts, changes applied to the account in the last 21 days, etc.

Once every day, you can use the 'Force Refresh Data' button to refresh and view the latest account health data.

The Suggestions column on the dashboard indicates if there are any express optimization suggestions generated by the system. These are updated on a daily basis and are not affected by the dashboard's date range.

Note: This feature is not currently supported for Facebook Ads accounts.

By clicking on the suggestions columns, you'll see a side tray with a list of the different express optimization opportunities for the account. You can click on the optimization type to see the list of suggestions, this will give you more details on why the suggestion is being generated and allow you to adjust the suggestion and select the ones you'd like to apply.

Read more about it here.

The Audit Score column will display the account's PPC audit grade. By hovering over the score, you'll see more details on which Audit Report is being used, the score per category, and the option to view the full report.

Custom Audit Reports can be created using our PPC Policy and Audit Tool (Read More)

You can modify the report being used on the All Accounts Dashboard directly on the Account Dashboard through the PPC Audit Report Widget, which will show all available templates in the PCC Policy and Audit Tool (Read More)

The account alerts feature in the All Accounts dashboard helps track the performance of specific metrics. It notifies you if the performance for a metric falls below target or starts trending in the wrong direction.

Account alerts work in two ways:

Hover over any metric in the table to see a mini trend chart covering the last 4 weeks and an option to add an alert. Clicking + Add Alert opens a side tray where you can configure:

For example, if you set a target cost/conversion of $20 with a 10% allowed deviation, the system will highlight the cell in red if cost/conversion exceeds $22.

Once your alerts are running, you'll see the color-coded metrics in the dashboard to easily identify areas of concern. You'll also see an arrow next to the value, which indicates if the metric is below or above target, and in the case of budgets if they're under or overspending.

The color of the cell will turn light red or dark red depending on the status of the metric.

Hover over any highlighted metric to get more details, snooze the alert, or edit it. Some metrics also let you investigate changes using the PPC Investigator tool.

Whoever is the owner of the alert set up on the page will receive the alerts. We do not allow you to save an alert unless at least one team member is selected to be notified for metric or budget alerts.

By default, all alert notifications will be sent over email to the Account owner, which is specified on the All Accounts Dashboard.

If an account triggers an alert and no team member owns it or has it starred, the alert for the account will go to the person who set up that alert.

If the owner of the alert unsubscribed from alerts and emails from Optmyzr, by default, our system will notify the person who created the alert.

The alerts column will give you a list of all active alerts for the account, allowing you to quickly review them by showing you more performance data. it also redirects you to tools that can help analyze performance. You can mark alerts as read once you've gone through them.to remove them from the list, or can snooze alerts for a certain amount of time (read more)

Apart from the Alerts column, on the top right of the All Accounts Dashboard, you'll see a bell icon for Active Alerts, where you can find the details of the alerts set up and which ones have been triggered.

The Tasks column displays your due and overdue Blueprints tasks for the account. You can click on the number of tasks to review the full list and run them by clicking on the play button on the right. From this view you'll also be able to switch between accounts to see all pending tasks across them, filter by due or overdue tasks, and review your team's tasks. You can read more about it here.

Tags and Notes allow you to add context and categorization directly to accounts within the dashboard.

Tags let you categorize accounts based on business goals, campaign types, client tier, or any other classification relevant to your workflow. Use tags to:

Once tags are created, add the Tags column to your dashboard table using the Column Selector.

Notes let you document insights, strategy changes, or important updates directly within the All Accounts Dashboard. They are attached to a specific account and visible to your team. Use Notes to:

There are three ways to enter or modify a monthly target budget.

1. Click the edit icon in the Dashboard table

You can enter any information you'd like this way. You can use the Bulk Upload Options feature to add each account's Monthly Budget, Cycle Date, and other details, such as the account owner, tag(s), and note(s).

2. Hover over the budget you want to modify

Hover over the values under the Monthly Target Budget column to see, add, and modify the monthly target budget, and get information on whether the account is underspending or overspending. You can also view your active account and portfolio budgets, as well as your Spend Projection chart.

You can edit your Monthly Target Budget by hovering over the value on the card.

Clicking on Budget Monitor, Spend Projection, or Optimize Budget opens a side tray where you can view more details of your Budget Monitors and the Spend Projection tool for a more complete and thorough budget-spend analysis.

3. Creating a Monthly Budget Pacing Alert

You'll be able to monitor your accounts' monthly budgets by creating Monthly Budget alerts at the single account level.

All you have to do is go to Alerts Settings and create a new budget pacing alert for single accounts. There, you'll be able to specify the account, enter your target monthly budget, and the cycle date. These details will be updated in the dashboard as alerts are created.

The Budget Pacing feature shows what percentage you have spent relative to what you should have spent as a share of the month (linear spending).

At the beginning of the month, the system considers the appropriate spend's pacing to be between 75% to 125%, and towards the end of the month, the system finds the appropriate spend's pacing to be between 99% to 101%.

This means that if, at the end of the month, the account spends less than 99%, then the system shows the budget pacing as underspending. Similarly, if, at the end of the month, the account is pacing at a percentage greater than 101%, it will be shown as overspending.

For the rest of the month, the algorithm performs a linear interpolation depending on the number of days passed and the spend already achieved.

When an account is underspending, the budget will be highlighted with an arrow trending downward beside the number.

When an account is overspending, the budget will be highlighted with an arrow trending upward beside the number.

Budget pacing for the first 3 days in the budget cycle will show "Will be available in x days."

Whenever we enter a new month, the pacing is not available for the first three days of the month. The spend in the first 3 days is too low to make an accurate prediction. Because of this, and if this is the case, you'll see "will be available in 3 days" next to "pacing status".

Note: Budget Pacing is a percentage-of-month estimation, not a precise end-of-month forecast. For in-depth analysis, use the Reallocate and Optimize Budgets tool.

As you set up a monthly budget via the All Accounts Dashboard, alerts get automatically added on the Alert Settings page, where you can manage some more advanced options like notifying multiple users.

You can edit the Cycle Date or Monthly Budget target, and any update will automatically reflect on the All Accounts Dashboard.

Please note that all monthly budget alerts will be reflected on the All Active Alerts Side Tray as soon as it is triggered. It will reflect the same information available on the All Accounts Dashboard.

If you do not wish to be alerted via email every day, you can disable the notifications associated with the monthly budget by clicking on the delete icon on that page.

The information will remain on the All Accounts Dashboard, but Optmyzr will no longer send you notifications for the same.

You can edit information for a particular account directly from the All Accounts Dashboard. To view account settings, click on the three-dot menu corresponding to an account. You can:

You can read more about the Optimization Side Tray here.

You can customize the All Accounts Dashboard based on your preferences. Customization includes selecting the scope, customizing columns, changing the date range, viewing the dashboard in full screen, adjusting text size, and more.

The Portfolio View in the All Accounts Dashboard allows you to view your account details by Portfolio. It helps you visualize performance data and find optimization opportunities across all connected accounts at a portfolio level. Read more about the Portfolio View here.

The Scope option filters the accounts shown on the dashboard. You can choose to display all linked accounts, break them down by ad platform, or show only your starred accounts.

Select a specific time frame to analyze performance trends. You can use predefined options (such as Last 7 Days or Last 30 Days) or set a custom date range.

Compare performance across different time periods to identify trends and shifts. Available options:

When comparing to the Previous Period, the system uses the exact same number of days immediately before your selected range. For example, if you select the last 7 days ending June 24, the comparison period is June 11–17.

Note: If you need to see account suggestion counts, set Compare With to None — otherwise the Suggestions column will show N/A.

Filters let you segment data by specific attributes such as account ownership, network type, or device. This makes it easier to track performance across the accounts and segments most relevant to you.

When a filter is applied, a number appears next to the filter icon indicating how many filter types are active (up to a maximum of 3, one per filter type). The count increments by one for each filter type in use, regardless of how many values you select within that type.

Note: Filtering by network and device is currently available for Google Ads and Microsoft Ads only.

Customize the data displayed in your table by selecting which attributes, metrics, and KPIs to show. Available column categories include:

Once you have selected your columns, you can drag and drop them to reorder them in the table. You can also use the Customize Columns side tray to remove columns or rearrange their order.

If you have custom conversions set up in your ad accounts, you can add them as columns via the Column Selector alongside other metrics.

Read more about configuring custom conversions directly from the All Accounts Dashboard here.

The Calculated Metrics option allows you to add custom parameters as columns within the dashboard. You can customize the name of the calculated metric and fill in a formula using different parameters to get the statistics you want to display. You can read more about them here.

You can also import custom columns into your All Accounts Dashboard through an external Google Sheet. Select the "Imported Metrics" option in the side tray and connect your own spreadsheet to fetch columns with stats and custom metrics.

Once you've linked your spreadsheet, you'll be prompted to select the Account ID column. The system will then list all the available column names, and you can choose which column(s) you'd like to pull into the dashboard.

Note: For the system to properly gather the data, the spreadsheet should have a header row and data rows, with an Account ID column.

Bulk Upload Options allows users to upload and manage budgets in bulk. Instead of updating budgets or attributes manually each month by navigating multiple tools, you can now define them at scale using a single upload workflow. Read more about it here.

By clicking on the download icon on the dashboard's top right corner, you can download a CSV report of the current page or all pages across the dashboard. You can export the data (CSV) for all the accounts 5 times in 24 hours.

If you'd like to receive the report on a regular basis, you can choose to automate it to receive it over email at the frequency of your choice.

When selecting the 'Schedule and Export CSV' option you'll be able to set up a schedule by specifying the following details:
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​Frequency: Weekly or Monthly. Along with the day of the week or the month when it should be sent.

Time Slot: Time of the day when it should be sent out,

Report Recipient(s): You can add your own email or multiple ones by separating them with a comma.

Send Data for Starred Account Only: By default, the report will include all accounts linked to Optmyzr. You can select this option to only receive a report that includes accounts you've marked as favorites.

Saved Views let you preserve a specific dashboard configuration and return to it instantly. Once you have customized the dashboard, you can save the setup for yourself or share it with your team.

When you save a view, the following settings are preserved:

If no specific view is saved or selected, the dashboard defaults to the System Default view, which cannot be edited.

Here are some examples of how to use Saved Views for different workflows:

Performance Overview

A high-level snapshot of account health across all campaigns.

Account Owner Performance

Helps managers monitor performance by individual account owner.

Budget Monitoring

Track spend and pacing throughout the budget cycle.

Device Performance Breakdown

Analyze how campaign performance differs across device types.

Starred View (VIP Accounts)

Focus on key accounts that need the most attention.

We understand that standard platform metrics don’t fully represent how you evaluate account performance. All Accounts Dashboard’s Custom Metrics helps you with:

These metrics appear directly in the dashboard table and update automatically with your selected date range and filters.

If you require consistent visibility and accountability across multiple accounts, All Accounts Dashboard helps you. The tool:

The All Accounts Dashboard is best used when you need to ensure accounts are spending according to monthly budget targets. Through the tool, you can: