What is it?
The All Accounts Dashboard makes it easier to monitor and manage your Social ads accounts. You can visualize performance data for all your Meta and LinkedIn Ads accounts in one place to analyze performance and find optimization opportunities.
Why Use It?
Unified View: Monitor all your Meta and LinkedIn Ads accounts from one dashboard, saving time switching between platforms.
Performance Insights: Compare periods to quickly spot trends, diagnose fluctuations, and track progress toward goals.
Focus on What Matters: Customize the view to highlight only the metrics that drive your strategy, so you don’t get lost in irrelevant data.
Stay Aligned as a Team: Share dashboard views across your team to ensure everyone is analyzing performance through the same lens.
Customizing Your Dashboard
Date Range
Select a pre-set date range from the list or specify a custom one.
Compare with
Compare performance data with a different period to better analyze fluctuations. You can use a pre-set period from the list or choose a custom one.
When you choose to compare any date range to the previous period, the system considers the exact same number of days just before the selected current date range.
For example, if today were June 24th, and you take the last 7 days from today to compare to the previous period, then you’d be comparing the week from 18th to 24th to the week from 11th to 17th.
If you choose a custom date, then it won't be dynamically updated and will remain static.
If you wish to see the account suggestions count, you will need to set Compare with None; otherwise, you will see NA on your All Accounts Dashboard.
Column Selection
Click on the column selector to choose which metrics and attributes you'd like to include in the table.
Click on the 'Customize Columns' option to choose metrics and create custom presets. You'll see:
Performance metrics like clicks, impressions, conversions, etc.
Engagement metrics like messaging, media, viral performance metrics, etc.
Optmyzr attributes like portfolio owner, monthly target budget, etc.
Conversion actions like add to cart, add to wishlist, etc.
Once you choose your metrics, you can rearrange the order, name the preset, and save it. Presets can be viewed and used by your entire team. You can also set a custom preset as the default view, instead of the system default preset.
Column Order
You can drag and drop columns to modify the order in which they show up on the table.
Saving, Downloading, and Expanding the Table
On the top left of the All Accounts Dashboard, you'll also see options to:
Save the current view as the default
Download or schedule the table as CSV
View the table in full-screen mode
Search for a specific account by name