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List of Tools Available for Meta and LinkedIn Ads

Written by Radhika Shenoy

Campaign Creation and Management

Social Campaign Manager

Account & portfolio-level tool

The Social Campaign Manager is designed to help you view, create, and manage configurations for your social campaigns, ad sets, and ads. (User Guide)

Data Analysis Tools

All Accounts Dashboard

Account-level tool

The All Accounts Dashboard makes it easier to monitor and manage your Social ads accounts. You can analyze performance anomaly and create alerts for all your Meta and LinkedIn Ads accounts in one place to analyze performance and find optimization opportunities. (User Guide)

All Accounts Dashboard- Portfolio View

Portfolio-level tool

The Portfolio View on the All Accounts Dashboard lets you group accounts into portfolios by brand, region, or client. Visualize cross-account performance at a glance. (User Guide)

Account Dashboard

Account-level tool

The Account Dashboard provides a concise overview of the account's performance, including key metrics such as impressions, clicks, conversions, cost, and more. (User Guide)

Portfolio Dashboard

Portfolio-level tool

The Portfolio Dashboard provides quick takeaways at the portfolio, account, and campaign levels. It allows you to quickly identify optimization opportunities. You can view portfolio, account, and campaign performance segmented by devices and demographics, or analyze data by platform. (User Guide)

Shareable Dashboard

Account-level tool (Meta Only)

Optmyzr's Shareable Dashboard is a live view of the Account Dashboard that can be shared externally as a link with clients or stakeholders. Share white labeled live dashboards with custom domains to provide a personalized experience to your clients. (User Guide)

Insight Tools

Performance Comparison

Account-level tool (Meta Only)

Compare almost any combination of campaigns, Optmyzr labels, networks (publishing channels), and devices in your Meta Ads accounts using the Performance Comparison tool. Use it to isolate problem areas in the account by drilling down to the campaign level for each device and network. (User Guide)

PPC Investigator

Account-level tool

The PPC Investigator tool helps you understand why metrics like clicks or conversions changed. It lets you analyze which parts of your account are affecting performance using a cause chart. The root cause analysis further identifies potential reasons at the keyword, ad group, or campaign level. Gain valuable insights into your metrics and optimize your marketing efforts effectively. (User Guide)

Magic Quadrants

Account-level tool (Meta Only)

The Magic Quadrants Insight Tool helps you visualize and analyze your account’s performance through an interactive quadrant chart. Whether you're exploring campaigns, ad sets, or ads, this tool transforms complex performance metrics into easily understandable visual patterns. (User Guide)

Ad Analyzer

Account & portfolio-level tool

The Ad Analyzer lets you focus on what matters most by quickly filtering ads based on performance strategies. Whether you're looking to isolate converting ads, flag expensive ones, or customize filters to match your goals, the tool helps you drill down to the insights that drive optimization decisions. (User Guide)

Geo HeatMap

Account-level tool

This tool offers a great visualization of the traffic your campaigns are driving to your website. It gives you a breakdown of how different cities, regions, and countries are performing in the form of a map and table. (User Guide)

Monitoring and Reporting Tools

Metric Alerts

Account & portfolio-level tool

Monitor and analyze performance metrics for an account or campaign level. Receive notifications via email, Slack, or Microsoft Teams if any metric falls below the target or shows a negative trend. (User Guide)

Budget Alerts

Account & portfolio-level tool

Create budget monitoring alerts through the Alerts Settings page. You can set a Monthly Target Budget to track spending and pacing. You can also combine budgets across platforms, to receive status updates and prevent overspending. Automatically pause campaign groups when they reach their monthly budget target. (User Guide)

To access the tool, click here.

Reports

Account & portfolio-level tool

Create reports to monitor and analyze various aspects and KPIs of your campaigns and account, or compare the performance of your Social campaigns. (User Guide)

Sale Day Command Center

Account & portfolio-level (only Meta Ads)

This dashboard is a real-time monitoring tool designed to help marketers track key performance metrics during the critical sales period, like Black Friday and Cyber Monday. It helps you quickly identify issues and get actionable insights to optimize campaign performance during high-stakes sales events. (User Guide)

Optimization Tools

Reallocate and Optimize Budgets

Portfolio-level tool

Track, monitor, and change campaign budgets across your Meta and LinkedIn Ads. The tool helps you make sure campaigns don’t overspend and get reallocation suggestions to boost performance. (User Guide)

Rule Engine

Account (Meta only) & portfolio-level tool

Build your strategies or use our pre-built ones to optimize various aspects of your Social accounts, and automate them to run on a schedule. Currently, Rule Engine for Social supports setting up strategies for Campaigns, Ads, and Ad Sets scope that enable you to report, modify budget & spend limits, and pause/re-enable campaigns automatically. (User Guide)

Spend Projection

Account & portfolio-level tool

The Spend Projection tool lets you analyze spend data, historical seasonality, and recent performance to predict how much your ad accounts are likely to spend by the end of the selected time period. (User Guide)

Optmyzr Express

Optmyzr Express shows you prioritized optimization suggestions across your ad accounts in one place. Use it as a task-based to-do list to quickly review and act on recommendations — apply, snooze, or archive suggestions without switching between platforms. (User Guide)

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