DocumentationAdvertisingAdvertising Search, Social, & Commerce Guide

(New UI) View your performance dashboard

Last update: April 13, 2026

CREATED FOR:

  • User

Beta feature

The customizable Dashboard > Overview allows you to monitor the performance of all of your portfolios so you can identify potential performance issues to investigate and resolve. You can view daily, weekly, or monthly data for any time period in the last 90 days.

Your Dashboard includes the following visual reports:

  • Trends: The overall trends for up to three (3) specified metrics.

  • Biggest Movers - [selected metric]: The 10 portfolios with the largest change to a specified metric compared to the previous time period.

  • Spend Distribution: The spend distribution by ad network.

View your performance dashboard

  • In the main menu, click Dashboard > Overview.

Customize your performance dashboard

  • (Optional) Change the applicable portfolios for all reports:

    1. Click the current parameters next to Select Portfolios.

    2. (Optional) Next to Select by, choose how to select the portfolios:

      • All Portfolios (the default): Report on specified portfolios. You can optionally filter the list of portfolios by changing the specified Currency. By default, all portfolios using USD are selected.

      • Portfolio Groups: Report on specified portfolios in a specified Portfolio Group. You can optionally filter the list of portfolios by changing the specified Currency. By default, all portfolios using USD in the specified portfolio group are selected.

      • Objectives: Report on specified portfolios with a specified Objective. . You can optionally narrow the list of portfolios by changing the specified Currency. By default, all portfolios using USD with the specified objective are selected.

    3. Select and deselect the check boxes next to the portfolios as needed until the Selected Portfolios section lists the portfolios on which you want to report.

    4. Click Select.

  • (Optional) Change the data granularity for all reports (Daily [the default], Weekly [when applicable for the date range], or Monthly [when applicable for the date range]) from the Granularity menu.

  • (Optional) Change the date range for all reports from the Date range menu. You can include data for the last 90 days. The default is Last 7 Days.

  • (Trends report; optional) Change the metrics reported. You can include 1-3 metrics from the list of available default metrics (Clicks [selected by default], Cost [selected by default], and Impressions) and advertiser-specific performance metrics.

  • (Biggest Movers report; optional) Do any of the following:

    • Change the entity reported. The only current option is Portfolio.

    • Change the metric reported (Cost [selected by default], Clicks, or Objective Value).

    • To open the Portfolios view, click View More in the bottom right of the chart.

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