All Accounts Dashboard (New) - User Guide

User Guide for the new interface of the All Accounts Dashboard

Maria Salazar avatar
Written by Maria Salazar
Updated yesterday

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The All Accounts Dashboard makes it easier to monitor and manage your Ads accounts. You can visualize performance data for your Google Ads, Microsoft Ads, Facebook Ads, and Amazon Ads in one place to analyze performance and find optimization opportunities.

We've listed some of the dashboard's top features below:

Note: some features from the previous All Account Dashboard aren't available in the new version, such as editing account details in bulk. These features are in our roadmap and will become available in the new version. In the meantime, you can go back to the old version and access those features when needed by disabling the New All Accounts Dashboard.


Create Alerts

By hovering over any metric, you'll be able to see more details, such as performance for the last 4 weeks and a trend chart. This will also give you the option to create an alert to monitor the selected metric.

Clicking on '+ Add Alert' will open a side tray where you'll be able to complete the alert settings. Which Include:

  • Alert Level: you can choose to create alerts to monitor performance at the account level or you can have a granular approach and create them at lower levels such as campaign(s), bid strategy, label, etc.

    Note: Available levels vary from platform to platform.

  • Allowed Deviation: you can specify an allowed deviation percentage to avoid alerts being triggered by small changes.

  • Numbers of days to ignore: you can use this option to take care of any conversion delays by specifying to ignore data from the last 1-14 days.

  • Team members: you can select all team members that should be receiving the alert.

  • Target: you can select between having an Automatic target or, if you have an exact target in mind, you can enter it under Specific Value.

Alerts View

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.

You can hover over the metric to get more details, snooze, or edit the alert. Some metrics will allow you to investigate the changes, which will direct you to our PPC Investigator tool.

Alerts Column

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 remove them from the list, or can snooze alerts for a certain amount of time (read more)

Optimization Suggestions

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.

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 the suggestions are archived from the tool itself, as they would still appear if you 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."

Side Tray's Additional Features

Edit Account Details

In addition to reviewing optimization suggestions, the suggestions side tray will allow you to edit account settings, such as name, account owner, budget information, and set up custom conversions to make them available across the platform. You can do this by clicking on the edit button next to the account details on the top right.

Account Insights

The insights tab gives you relevant data without having to open the account dashboard. or insights tools. For each graph, you'll be able to download a CSV report to get more information on the data being presented.

Audit Score

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 see 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 Alll 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)

Blueprints Tasks

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.

CSV Report

Download CSV report

By clicking on the download icon on the top right corner of the dashboard, you'll be able to download a CSV report of either the current page or all pages across the dashboard.

Note: larger Optmyzr accounts might be prompted to schedule the report over email if the number of accounts is too large.

Schedule CSV Report

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 'CSV Automated Report Settings' you'll be able to set up a schedule by specifying the following details:

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.

Additional Features

Account Details

You'll find the option to Edit Account Details by clicking on the three-dot menu at the end of each row.

This will open a side tray that will give you the option to edit the following:

  • Name: change the account’s display name in the Optmyzr platform.

  • Account owner: assign or modify the account owner across team members.

  • Monthly Budget: Assigning a monthly target budget will allow you to monitor its pacing, as well as analyze projection and optimize it using our budget tools.

  • Budget Cycle: The 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. You can use the cycle date field to specify custom monthly cycles.

  • Tags: You can create and add tags to your account to help you filter and quickly find that may require special attention, need to confirm they’re meeting certain goals, etc.

  • Notes: Allows you to leave account level notes for the rest of the team so everyone is aware of what needs to be known about the account.

  • Set up conversion columns: This will allow you to include specific custom conversion from the Google Ads account, as well as integrate data from your Sa360 such as actions, action groups, and saved columns. Once custom conversion columns are enabled, the selected conversions will become available across Optmyzr tools.

All settings modified through the All Account Dashboard will become available on the Accounts Dashboard and all relevant Optmyzr tools.

Custom Conversions Configuration

This feature gives you the ability to select specific conversions, either from Google Ads or Sa360, and visualize them across Optmyzr tools for a more accurate analysis and optimization. You can contact to know more about the roadmap.

Google Ads Custom Conversions

Under ‘Google Custom Conversions’ you’ll find a dropdown including a list of custom conversions set up in the account. You can check the box of the different conversions you’d like to be reported on. You can select up to 5 custom conversions.

Note: If you wish to select more than 5 conversions, contact

Sa360 Conversions

Once you've linked your Sa360 account through the link accounts page, you’ll enable the option to select from the different actions, action groups, transactions, transaction groups, and saved columns that are available in your account. You can check the different entities you’d like to be reported on.

Full-Screen Mode

Helps you a clearer view of the dashboard to better visualize your account's data.

Customized View

You can create and save a custom view as default through the 'Table Actions' icon. Below you'll find more details on the different customizations available:

Scope: Include all linked accounts, break them down by Ad Platform, or only include Starred accounts.

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.

Filters: helps you filter by the account owner, as well as networks and devices.

Note: At the moment, filtering by network and devices is only available for Google Ads and Microsoft Ads accounts.

Column Selection: select which metrics and attributes you'd like to include in the table. Here you'll also find any custom conversions you've set up through the account details.

Column Order: you can drag and drop columns to modify the order in which the show up on the table.

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