Option 1: Start from Scratch
Navigate to Overview > Click Create from Scratch.
Select up to six metrics—data will auto-fill for each client (or prompt you to connect missing sources).
Customize the date range, name your view, and save.
Option 2: Use a Pre-Built Template
Go to Monitoring > Metrics Overview.
Choose a template (Google Ads, Facebook Ads, LinkedIn Ads, Google Analytics 4, etc.).
The template will pre-fill key metrics—adjust settings as needed.
Managing Clients in Your Overview:
By default, all clients will be listed in your overview. To display only specific clients:
1. Hover over Clients and click the pencil icon.
2. Select the clients you want to include.
Updating or Adding a Widget to the Monitoring Overview
From Scratch:
Click the kebab menu (⋮) next to the metric to make changes.
1. Click + Add Metric.
2. Select the integration, metric, and report type.
From a Template:
Click the kebab menu (⋮) next to the metric to update the metric.
Edit metric:
1. Select a new Integration,
2. Metric, and
3. Report type.
Move left/Move right/Delete column:
Adjust column placement (move left/right) or delete as needed. Please note that it is not possible to add combined data metrics to the Metrics Overview.
If you have any other questions, please contact us on the helpdesk.
Here is a short video on setting up your overview: