How Do I Customize Dashboard Metrics?

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The Editor
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XPO lets you customize your dashboard view and the metrics to view data that are related to you. For instance, if your campaign objective is video views, you may want to customize your dashboard columns to show the number of people who have watched your video.

Customize Metrics

Basic Information

  • You can customize metrics such as status, budget cap, daily cap, impressions, engagements, click-throughs, revenue, conversions, etc. 

Performance

  • You can customize metrics for analyzing data, including reach, frequency, page posts, clicks, comments, etc. 

Conversion Goals

  • You can view data based on selected individual conversion goals.
  • You can customize the view based on metrics such as website conversions, website purchased, cost per website conversion, mobile app installs, and mobile app purchases.

All metrics for each of the above categories vary between accounts, campaigns, ad groups, and creative tabs. You can remove (untick) all metrics if you do not wish to analyze any field(s).


How To Customize Columns In XPO

1. Partner Landing Dashboard

(A) Partner Accounts Dashboard

  • Customize Basic Information metrics.
  • Partner Account Dashboard will not have the Performance and Conversion Goals category as they are only linked to campaigns and will be viewed accordingly.

 

(B) Partner Campaign Dashboard

  • Customize Basic Information, Performance, and Conversion Goal metrics.


(C) Partner Ad Group Dashboard

  • Customize Basic Information, Performance, and Conversion Goal metrics.
  • Performance and Conversion Goal metrics are similar metrics to the campaign dashboard (1.B.) as shown above. Basic Information metrics include: 


(D) Partner Creative Dashboard

  • Customize Basic Information, Performance, and Conversion Goal metrics.
  • Performance and Conversion Goal metrics are similar metrics to the campaign and ad group dashboard (1.B. & 1.C.) as shown above. Basic Information metrics include: 

 

2. Account Landing Dashboard

 

(A) Account Campaign Dashboard

  • Customize Basic Information and Performance. If no campaign under this account has Conversion Goals, this category will not be shown.


(B) Account Ad Group Dashboard

  • Customize Basic Information and Performance metrics.
  • Performance metrics are similar metrics to the campaign dashboard (2.A.) as shown above. Basic Information metrics include: 

 

(C) Account Creative Dashboard

  • Customize Basic Information and Performance metrics.
  • Performance metrics are similar metrics to the campaign and ad group dashboard (2.A. & 2.B.) as shown above. Basic Information metrics include: 

 

3. Partner Menu Dashboard For Campaign List

  • Customize Basic Information, Performance, and Conversion Goal metrics.
  • All metrics are similar to as shown in 1.B. above.


4. Account Menu Dashboard For Campaign, Ad Group, & Creative Lists

(A) Account Specific Campaign List

  • Customize Basic Information, Performance, and Conversion Goal metrics.

(B) For Ad Group Lists

  • Once you're into your account and select a specific campaign, you can customize the ad group Basic Information, Performance, and Conversion Goal metrics.


(C) For Creative Lists

Once you're into your account, from the Creative Dashboard you can customize the ad group Basic Information, Performance, and Conversion Goal metrics.

Metrics are similar to 2.C. 

 

5. Insight Report Dashboard For Campaign, Ad Group, & Creative Lists

  • Basic Information metrics category will NOT be available to view under Insight Reports.
  • Customize the Performance and Conversion Goals metrics. 
  • Campaign, Ad Group, and Creative metrics will be the same as the below image for the campaign.

 

  • Once you have saved your customized metrics, after refreshing, closing the window, or/and opening a new URL, only your selected metrics will be shown on the dashboard.
  • When you share a link of your campaign, ad group, or creative to others, the default metrics display will be shared and NOT your customized dashboard.

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