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The Executive Dashboard can be accessed from the All Clients view as follows:
If this is your first time using the dashboard, you may notice a message asking you to set up tags. See the instructions in the next step.
To use the Executive Dashboard, you first need to set up Client Tags.
Client Tags refer to the various categories used to analyze your client accounts, for instance Advertiser, Region, and Line of Business. You may create as many client tags as you wish. Creating a client tag needs to be only done once per customer. Once a tag is created, any client in the customer can see it.
To set up tags, go to the Edit Client Settings page as follows. Only Admin users can set up and edit the client tags.
Once you have created the client tags you need to add the appropriate value. For instance, if you have created a client tag called Region you may wish to tag your client accounts appropriately (e.x. Europe, Asia, North America, etc.). Tagging needs to be done once per client account.
We do not have functionality in the app enabling users to bulk-upload client tags. However, please contact your Support Representative regarding possible ways to submit bulk tagging requests via spreadsheet. These requests should be limited to large tag uploads only.
We suggest you use the following tag structure:
These boxes indicate the % change in a metric vs. a previous period. The default is Prior Week.
You can change the previous period comparison by clicking the underlined date range in the top right of the dashboard, and then selecting another option under the Change vs. drop down.