Getting the most out of Analytics: use cases

The client's monthly report, on autopilot

Situation: every end of month you lose hours building and sending the same report to each client.

What to do:

• Build the client's dashboard once with their KPIs. See Build your first multi-platform dashboard.
• Publish it in their portal with your brand, so they can see it whenever they want. See Share and export your dashboard.
• Create a scheduled delivery so it reaches them by email every month, on its own. See Reports and Explorations.

Result: the report is delivered on its own, always on time and with your brand. You stop doing repetitive manual work and the client perceives polish.

The dashboard of a specific campaign

Situation: you launched a campaign and want to follow it live, without it mixing with the rest.

What to do:

• In the dashboard, add control filters to narrow everything down to that campaign.
• Turn on period comparison to see the day-by-day evolution. See Date ranges and period comparison.

Result: a view focused on the campaign, ready to make decisions while it's running, not when it's already over.

The cross-account "morning check" (agency)

Situation: you manage many accounts and need to spot early which one needs attention today.

What to do:

• Go to Accounts > Monitoring to see the status of all accounts together.
• Use Accounts > Dashboards and Accounts > Explorer to consolidate metrics from several accounts in a single view.

Result: in five minutes you know where to put the day's focus, without going in account by account.

Catch a drop on time

Situation: a KPI deteriorates and you find out late, when it already cost money.

What to do:

• Create a monitor on the key KPI (CPA, spend, conversions) with a threshold. See Monitors and Alerts.
• Let the alert warn you when it crosses, and confirm the drop with the period comparison in the dashboard.

Result: you react when the problem appears, not when you see it in the end-of-month report.

An ad-hoc analysis, without building anything

Situation: a specific question comes up ("which campaign spent the most this week?") and it's not worth building a dashboard.

What to do: go to Explorer and cross the metrics and dimensions you need in a pivot table. See Reports and Explorations.

Result: the answer on the spot, without leaving a half-made dashboard lying around.