All Accounts Dashboard - User Guide
Geetanjali Tyagi avatar
Written by Geetanjali Tyagi
Updated over a week ago

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We've launched a new version of the All Accounts Dashboard, with a new look and improved features. You can learn more about it here.

This article covers the old version of the All Account Dashboard.

The All Accounts dashboard has several features that will make it easier to analyze and manage your Ads accounts. We've listed some of the top features below.

Account Settings

The following information can be set up at the account level when changing the account settings:

  • Account Ownership: Team member in charge of managing the account

  • Monthly Budget: It needs to get added manually, and will work based on the cycle date defined.

  • Budget Cycle Date

  • Notes and Labels

Cycle Dates

The All Accounts dashboard lets you monitor monthly budgets from the beginning to the end of the month. For some accounts, you may follow a different monthly cycle that doesn't start on the 1st. To specify custom monthly cycles you can use the cycle date field.

For example, if the month for an account starts and ends on the 15th, the cycle date will be 15.

The Cycle Date can take any value from 1 to 30. By default, it is set to 1.

Notes & Labels

Add tags and notes to your accounts to organize and analyze them. The search box at the top makes it possible to filter data by tags that have been assigned to accounts. Tags help group similar accounts together. 

For example, if you're managing accounts for different verticals you can tag them as legal, auto, e-commerce, etc, and then analyze the data for those accounts together. 

The Notes field can be used to specify what needs to be known at the account level. 

For example, the Target CPA is $50 or, doesn't increase bids above $5. 

Additional Features

Account Comparison

Select an option in the "compare with" dropdown to see the differences with the current date range selected on the current view of your All Accounts Dashboard.

Note: 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 was 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 - 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.

Note: If you wish to see account suggestions count, you will need to set Compare with None, otherwise, you will see NA on your All Accounts Dashboard.

Device and Network Filters

One of the most powerful features of the All Accounts Dashboard. You can choose to display the accounts data and performance per Devices and Networks by using the metrics filters on the left side of the dashboard.

  • Network: This lets you filter data for all accounts by a network: Google Search, Search Partners, Display, and YouTube.

  • Devices: You can filter data for all accounts by device: Mobile, Desktop, and Tablet. This lets you evaluate performance per device for all accounts.

Pro tip: Check which accounts are getting traffic from mobile apps by selecting mobile and display.

Suggestions Column

The Optimization Suggestions on the dashboard are suggestions generated by the system, on a daily basis. The count of suggestions for a specific tool should match with the information shown in the Optimization Inbox (read more about it here).

Note: The number of suggestions is not affected by any date ranges, so even if you are in comparison mode, it will be matching the number of suggestions currently available.

Clicking on this name or number will directly load the tool in a different tab for you to access, and review the current suggestions. The insights tab doesn't include any call to action but gives you relevant data information without having to open the account dashboard.

It is possible that once you load the tool, you aren't seeing the same amount of suggestions. Some differences are expected due to the level of filters or specific views that can be enabled. We recommend trying to switch on the turbo mode if you are not seeing any suggestions.

In the case that there are any discrepancies in terms of count of suggestions when reviewing the suggestions for Keyword Lasso on the All Accounts, the following message will be displayed:

The system will confirm how many suggestions were removed due to being outdated, or added in the case that new suggestions were found.

If you don't want to see certain suggestion types, you can choose to snooze them for a defined period of time (1 day, 1 week, 1 month, 1 year). Removing these suggestions will reduce the count of that particular column on the All Accounts Dashboard.

Note: This doesn't mean that the suggestions are archived from the tool itself, as they would still appear if you load the Keyword Lasso tool or Optmyzr Express directly.

This snoozing option will only affect what you see; it won't apply to the rest of your team. A message will be displayed to remind you that you snoozed some tasks, such as "Suggestions for some optimizations are hidden because they were snoozed."

Once applies are made in a specific tool, our system will snooze the suggestions, and won't show any new ones for 48 hours.

Note: Be aware that at this moment not all tools are supported. Please feel free to reach out to support if you have any questions or requests associated with this feature. This feature is currently supported only for Google Ads and Microsoft Ads.

Calculated Metrics

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.

Additional Metrics from Analytics

You can add goal and revenue data from Google Analytics. To see this data in the All Accounts dashboard, link your Analytics profile to Optmyzr and associate it with the right Google Ads account. You can do it on the Link Another Account page.

It is possible to view up to eight analytics goals, goal conversion rate, and revenue alongside Google Ads data.

Imported Metrics

Another way of importing custom columns to your All Accounts Dashboard is through an external Google Sheet. In the Imported Metrics section, you can easily 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.

Alerts View Preference

The alerts view preference, on the top right of the screen, allows you to filter out whether you want to see only the active alerts (highlighted in light red) or all the alerts created (highlighted in light green).

Download Data

With the download CSV format option, you can choose to download the information available on the dashboard (per page).

If you want the information to be sent to your email on a periodic basis, you can use Schedule CSV Download. With this feature, you can schedule the report to be sent to your email weekly or monthly.

If you want the CSV on a daily basis, please contact

For the full process, check Schedule All Accounts Dashboard Report.

Create View

The All Accounts Dashboard will show a default selection for date ranges, metric columns, accounts, networks, and devices. You can filter out the selection at any given time, however, if you want to create your own default view to show when you access the All Accounts Dashboard, you can use the Create View option.

For the Custom View, you can set out any combination of devices, networks, accounts, metric columns, and date ranges.

Sorting Values Across Pages

You can select any column and sort those values across all the pages. This will help you see all your high-spending accounts at the top or browse the data based on account owner, monthly budget, etc. You can also save the sorting as part of your default view. This will remember the way you want to load the All Accounts Dashboard every time you access the page.

Sorting can work after you search for a particular text (like a tag, or note). It also works if you select a specific scope such as only Google Ads accounts.

Note: It is not possible to sort by any Google Analytics metrics.

To learn more about how sorting is done, you can read about it here.

Demo Video

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