Saved Views and Breakdowns
After verifying that all your data is feeding through, let's make sure the dashboard is set up for your liking.
Saved Views
Every customer has a set of metrics they wish to track, so it's very helpful to identify these within Northbeam and set them up as a view for easy access.
For a full explanation on Saved Views, review our Overview and Sales Page walkthroughs
Breakdowns
Additionally, there may be a certain way you prefer your campaigns or channels to be organized.
Here are a few examples:
- Breakdown by regions
- Breakdown by funnel
- Breakdown by creative type
- Grouping traffic in "Other"
We can use the Breakdowns Manager to create custom groupings for your campaigns, adsets, or ads.
To access the Breakdowns Manager:
- Click ≡ in the top right corner
- Click Manage Breakdowns
Find a full walkthrough below.
Updated 6 days ago