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Google Ads In Platform Dashboards

Published on: December 7 2022 by Paid Media Pros

Google Ads In Platform Dashboards

Google Ads In Platform Dashboards

google ads has tons of different data
points you can use to evaluate the
performance of and optimize on your
google ads campaigns
you can use the data right in the
campaigns manager or you could create a
google data studio dashboard like the
one you can start right here and get the
data that you need to optimize your
campaigns but sometimes you need
something a little bit different maybe
the campaigns manager doesn't have the
view exactly the way that you need it
and a data studio dashboard just seems
like too much work well the good news is
that google ads has a dashboards tool
right in the platform that can fit right
in the middle of those two so today i
want to show you how to find the google
ads dashboards in the platform and show
you how you can start to create some
custom reports to get the data that you
need
the first thing we need to do is
navigate to the dashboards portion of
the interface depending on what your top
navigation looks like you'll either find
this under tools and settings under the
reports column or if your account is
like mine you'll have this separate icon
out here for reports
when you click on that you'll see there
are the predefined reports reports and
then dashboards obviously for this video
we want to use the dashboards option
if your account is like this one and you
haven't created any dashboards the first
thing i'm going to suggest that you do
is to open the sample dashboard that's
going to be down here in this gray text
in just a little bit we'll get into
setting up a new dashboard which you can
do either here or here but for right now
i want to start off with this sample
version and there are a couple reasons
for that so if i click on this we can
now see the starter dashboard that
google ads will create for any account
all of the different breakdowns will
look identikal except it will be
representing the data and the
performance from the account that it's
in but all the different sections are
going to be identikal for this starter
dashboard the first reason that i wanted
you to open the sample dashboard to
start is quite frankly just so you can
see what a dashboard will look like and
get an idea of what it can do you can
see here up at the top there is a custom
scorecard that has four different
metrics cost interactions interaction
rate and impressions and then the next
section down below is a daily cost by
device line chart next to that we have a
note which is basically just a little
section of text that google ads has put
in here to tell you that this is a
starter dashboard feel free to customize
it to your heart's content and if i
scroll down and scroll just so we can
see the other three types of charts on
here we've got a bar chart that is
interaction rate and cost by device a
pie chart on the right which is
interactions by device and then a table
down at the bottom that has campaign
performance by device you can see that
each line item is a campaign name even
though they're blurred out but then it
has performance for click-through rate
and clicks by the different device
groups so overall there are a number of
different types of data points within
the starter dashboard i think it's
really important to see what all you can
do within an account now the second
thing i'm going to tell you to do is to
come up and click save as
this is going to help you save the
starter dashboard so you can always get
back to it when you want to if you do
not do this and you create a custom
dashboard first you will not be able to
get back to the starter dashboard that's
not to say that this dashboard is going
to
change your life in any way or if it's
going to be one that you always end up
using but if it's something that you
want to be able to see the potential of
a dashboard and this is the only account
you have access to probably makes sense
to not delete it so i usually just leave
the name as starter dashboard click save
and now my report has been saved and it
just refreshed the data because i saved
it to show you the dashboard builder
within google ads i'm actually going to
just customize this starter dashboard
rather than creating a new one from
scratch i'll show you how to do a new
one here in just a little bit but for
the purposes of this video it's more
impactful if i start with this dashboard
setup and then look to customize and
adjust it so since i'm already on this
page i'm going to come up here and just
click edit so once i've clicked edit you
can see that the contents of the report
down here have all stayed the same but
the formatting looks different because
now we're in the actual editor from this
position there are a number of things i
can do i can change the name just by
clicking this pencil or i can start to
manipulate the components of the
dashboard and there are a couple
different ways i'm going to do this we
can either create items from scratch or
we can edit the existing components of
the ads that google has already built
for us but the first thing that i want
to do is i want to explain what all this
is over here because this is a little
bit confusing to look at effectively
this is additional dashboard space that
for whatever reason google did not take
advantage of each time i hovered over
one of these squares you'll notike that
there's a plus that pops up because if i
just click on that i'm able to add any
of the three components within the
starter dashboard i can add a note a
report or a scorecard so based on what
those align with i need to scroll up a
little bit because it actually started
me a little further down this down here
is considered a note this table off to
the left is a report and this section up
at the top is a score card so any type
of component is going to fall into those
three categories and you can add any of
those simply by clicking the plus button
and selecting the type of component you
want to add and then customizing it i'll
show you how to do that here in just a
minute but before we get too far i do
want to show you that these are
customizable and you can easily just
click on any of the components and drag
and move them over into a different
space you'll see that it kind of snaps
into place and if you wanted to you
could have this custom scorecard reach
all the way across the top and it'll
snap into the placements that are here
obviously this looks a little bit silly
because there's no data over here so
just kind of an empty space which is
probably why google didn't take up that
space with it in the first place but
there are lots of ways that you can
customize the view if you wanted to you
could also make it a little bit smaller
by narrowing down this way you'll see
that it's snapped into a couple of
different rows which unfortunately you
can't scroll on which is a bit of a pain
or you could extend it to be the full
width here and then make it a little bit
more narrow so it's only the depth of
one of the fields almost impossible to
view not super useful that way which
again is probably why google did it the
way that it did for the default
dashboard but now you can see if at any
point you wanted to move some of these
components around change their spacing
change the alignment you can easily do
that just by dragging and dropping them
into a new placement so that's how the
placements within these dashboards work
now let's tok about each of the types
of components let's start with the
easiest one that's going to be these
notes here if i wanted to i could easily
just click this pencil and edit the
existing note or i could come up and
create a new note just by clicking the
plus and adding note or the last option
i have is to come up to this blue plus
button here and click note i then have
an entire editor where i can type in
whatever text i want i also have lots of
different text customization whether
it's the size of the text whether it's
bold underline italicized the color you
can add in bullet points indentations
and links all of this can be really
useful the one thing that i really like
is a link if you refer to some other
outside source of information you can
easily link to it within the notes of a
dashboard which will be really useful if
somebody needs to kind of follow that
thread later on so i'm just going to put
in some easy text here and then click
add
google is going to place it into the
first available spot within the
dashboard it showed up right in that
spot there let's say i want to get rid
of it all i need to do is come up here
to these three dots and click delete
it'll make sure that i really want to do
that and i do the next component type
i'm going to tok through are these
custom scorecards and google already has
one built but i want to start off by
building a brand new one from scratch to
show you what it would look like to do
that and then we'll go edit the
scorecard that they've already built so
i'm just going to click the plus and
choose scorecard down at the bottom from
this point you have a lot of different
options you can name the scorecard and
give it a description to help anybody
who's reading the report understand what
it is but both of those pieces are
optional you then get to choose the
measures that you would like to add and
then enter any filters that you want to
layer over those different metrics so in
the existing scorecard we have cost
interactions and some interaction
metrics but there's nothing about
conversions so i'm going to create an
easy one that just shows the conversion
and cost per conversion metrics for this
account so i'm going to give it a pretty
easy name
then to get the stats i need to add a
specific measure and once you click into
this field this drop down will open up
which should look very familiar if
you've used the google ads reporting
tool from here you can decide whatever
metrics you want to use either by
opening each of the pieces and choosing
the metric this way or you can simply
just start typing to find the metric
that you're looking for just by typing
in conversions it brought up a number of
different options so i'm going to click
conversions which is the first one i
want then i also want cost per
conversion so i'm going to do the same
thing and that was going to be this one
down here and if i wanted to i could
continue adding more measures i'm going
to stik with these two for now if i
needed to i could also add a filter to
only look for a certain number of
campaigns to focus on only certain ad
names to look at only search campaigns
display campaigns there are lots of
different filters that we have the
options for in here so if you want to be
able to filter a specific score card for
only a certain subset of your account
there's lots of options you have for
that next we can customize the view a
little bit better we can first add
conditional formatting that makes sense
so we can add a new condition here and
you get to choose which metric you want
it to be on so we'll just say
conversions now i get to decide if the
value is greater than greater than or
equal to less than does not equal
whichever operator makes the most sense
and then you can apply a value over here
so let's say if conversions are greater
than zero i find this to be a good thing
so i want it to be green but you can
adjust the color if you want it to be
but we've only got the five main google
colors to choose from
so i'll go ahead and leave this here so
we can see what it looks like here in
just a minute and then the other options
we have for customizing the view are to
add the sparklines which if you look at
this custom scorecard basically just
means that it's going to show this
little blue line down here if you don't
want those you would just leave this
unchecked but just to keep it comparable
i'm going to add those in and then you
can also decide if you want to use a
percentage change or absolute change
compared to a different date range so
for now let's just go ahead and say i
want to show the percentage change now i
can scroll down a little bit and you can
see the note that to enable that change
you have to add a comparison date range
to the dashboard via the date picker so
i'm going to go ahead and leave that off
just for simplicity's sake but you can
see how you can add in some trending
data to show a comparison to a previous
date range so for now this is enough i'm
just going to click add and now you can
see that my scorecard for conversion
performance has shown up my sparklines
are there we have over zero conversions
so the text is going to be green and
then you can also see the cost per
conversion average within the account as
well if you ever want to edit any of the
existing scorecards that you have you
just need to click over the component
and click the pencil and then you can
see all the different components and how
they're added up so this is the one that
google built it has the cost
interactions interaction rate
impressions and it has no conditional
formatting but it does have spark lines
and it shows the percent and absolute
change so just for that i'm gonna go
ahead and click save now let's come over
here and show what the comparison date
range looks like i just added the
previous period as the comparison point
and now you can see the sparklines in
both scorecards show both the before and
after but the google scorecard each of
these metrics shows the absolute change
as well as the percent change up or down
of the current stats compared to the
previous set if a regular trending
report is what you want out of this
you'll need to make sure that when we
end up saving the dashboard that we have
the comparison date range look back in
here otherwise it's going to default
simply to the last 30 days and that
won't show the absolute or percentage
change in the metrics that you're trying
to look at just for simplicity's sake
i'm going to take that compare off just
for right now now the last component we
can make in a dashboard in google ads is
going to be a report and as a quick
overview the line chart that we have for
daily cost by device the interaction
rate bar chart the interactions by
device pie chart and the campaign
performance by device components of this
dashboard are all reports now that might
seem confusing because they all look
very different visually right but that's
where the google ads reporting tool
comes in handy so i'm going to come over
here and click and just create a new
report in this account there's already a
saved report campaign spend by day
versus the budget so i could click this
option if i wanted to or i could create
a brand new report from scratch and
that's what i'm going to do to keep in
the theme of breaking things down by
device i'm going to go ahead and create
a conversions by device report once i've
got a name just click create report and
now we have been moved all the way over
into the google ads reporting tool
within the interface as you can tell
this is a completely different view from
where we were previously and rather than
spending the time to go through all of
the different options that you have
available in here i'm going to refer you
to a video that we've already put
together you can see at the top of the
screen right now that goes over almost
all the different components within the
google ads reporting tool for now i'm
just going to quickly make the report
that i want to make to add to the
dashboard and that's going to be a bar
chart with conversions broken down by
device
pretty simple right got a device
category as the y-axis and the
conversion total as the x-axis once
you've created whatever report you want
in this tool to add it to your dashboard
you probably guessed it you just head up
over here to the add to dashboard button
and click that google found the squares
where i was within the dashboard and
added it in there so now it looks right
in line with the other metrics that we
already had available once you've
finished making all the edits you want
to your dashboard all you need to do is
come over here and click save and now
all the edits that we've made have been
saved and this is the new look of the
dashboard one thing to note is that as i
was making all of those adjustments to
that dashboard none of those changes
were saved because you'll notike it
never kicked me back out but there was
no auto save option either so if you're
going to do a lot of work leave and then
come back and do more work i encourage
you to save all the changes that you
have even incremental changes so that
you don't lose them in case you
accidentally close the tab or your
computer suddenly restarts all those
crazy things that can happen when you're
in the midst of a big project
now that we have our dashboard saved
you're probably wondering how anybody
can access this there are a couple of
different ways that people can get
access to this dashboard the first is
going to be just simply going into the
google ads interface
clicking on reports and heading to
dashboards you can see here that the
starter dashboard that i created is
still available if you want to make any
changes to the dashboard bad news this
is not the page you're going to do it
from because if you check the box here
the only option you have is to remove
the dashboard so if you want to remove
it this is how you do it but if you
don't want to remove it and you just
want to make edits or share the
dashboard with somebody else you'll need
to click on the link which takes us back
to the page i was just on from here you
have a couple different options the
first is going to be to simply download
the dashboard so if i do that it'll open
up a pdf that looks just like this
there's one page as you can tell from
the grid off to the left and i'm not
going to scroll any way one way or
another because we'll have to blur out
the account number or those campaign
names again but this is an easy way to
download the dashboard and send it or
share it with whoever needs to see it
but rather than doing that manually the
easier option is to utilize this
schedule feature the first thing you
need to do is choose who you want to
receive the dashboard on a regular basis
so i'll come in here and just click into
this field and i'm sorry we have them
all blurred out but everybody who has
access to this account is effectively
going to be a check box next to their
name and you can opt in anybody into the
report and dashboard email that needs to
be or you can easily just select the box
next to all account users with access to
view reports and it'll send it to
everybody on the list that you see there
you then have the option to add a note
which is effectively just going to be
the body of an email that will be sent
to them again if you need to explain
what this information is or how to read
it or any other type of follow-up
information this is the place to do it
and then lastly you get to decide what
the cadence of this dashboard export
will be you can choose between daily
weekly monthly every day but only on
weekdays and the first day of every
month so if you build out a dashboard
that is effectively your monthly report
this is a great option to send it out
first day of every month shows you the
data for whatever date range you chose
likely needs to be something that shows
last month as the default but then your
report will automatikally be sent out
without you having to do anything this
could even work if you need to add
specific customization to the report you
could have this dashboard emailed to you
and then you can write an email that
accompanies the pdf that you send to a
client so there's a number of different
ways that you can utilize these
dashboards once you decide what your
cadence is you get to choose which hour
of the day you want it to happen do you
want it to be in their inbox when they
get to the office in the morning or do
you want it to be something that reaches
them over lunch or maybe even just
before the end of the day just to
clutter up their inbox before they try
to go home whatever your choice is you
can decide whatever hour you want that
to be and then i can't do it because i
haven't added anybody here but when
you're finished all you need to do is
click save i'm sure you were able to
figure it out after watching the demo
section where we toked about how to
customize the report dashboard itself
but just a quick overview i want to show
you what it looks like when you create
one from scratch so on the dashboards
tab you just come up to the blue plus to
create a new dashboard and as you can
see here there are all blank squares for
you to get started with there's nothing
in here to customize and nothing to
limit you even though you only see three
rows of squares as soon as you put in
your first component and drag it further
down the screen they will add more rows
of the gray squares so your report gets
longer and longer and you make more
space this is not the case if you try to
go to the right you can only add more
space if you go further down the page
overall google dashboards are a great
way to put together lots of information
from your google ads account into one
high level visual view individual
reports only really have space for one
specific type of outcome you can either
have one table one bar chart there's
only really one view you can have at a
time but dashboards allow you to combine
a lot of those and put them together as
well as add individual notes so that you
can help convey the important
information to your client or your boss
whoever is looking at the reports
themselves there are some capabilities
around making sure that you can share it
with certain people and have it be
emailed to them automatikally which is
super useful but we do have some
limitations in a couple of different
ways first there's not really a live way
to share the dashboard with somebody who
doesn't have access to the google ads
account the only thing they'll have
access to is that emailed pdf version of
the dashboard and that doesn't really
give lots of room for customization they
can't adjust the date range to see what
they want they can't filter the data and
as i showed you on some of the different
changes when i resized components if for
some reason the list of campaigns at the
bottom of that default dashboard was
longer than the spacing allotted to it
that means that they can't scroll within
that table to see those additional
campaign names that have a little less
volume in performance because they just
don't have room for it on the page the
last drawback is that this is the google
ads performance dashboard notike there's
nothing to do with facebook ads linkedin
microsoft any of the other ad networks
so if you want to have any of those
other networks included if you want
somebody who doesn't have access to the
account to be able to view it and
customize the view but you still want to
be able to have all of the control of
making lots of visually appealing
reports and have them in a highly
customized manner you probably want to
revert back to a google data studio
report which i referred to in the intro
of this video but again depending on the
types of reports you need to provide and
how many channels you're using a google
ads dashboard can be a great way to get
all the performance information out of
the system and into the hands of
somebody who needs to make decisions off
of that information i know there was a
lot in this video like a lot of our
other videos but if you have any lasting
questions that i didn't answer or any
curiosities about how these dashboards
work feel free to leave us a note in the
comments below thanks for watching our
video if you thought it was useful give
us a thumbs up below we release a new
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