Picks the default metrics for this account (leads and CPL, or revenue and ROAS). Saved for everyone who opens it.
Conversions
Microsoft Ads
The Microsoft Ads script writes every account's daily campaign rows to the Sheet's Microsoft_Daily tab. A row belongs to this account when its Client column is this account's name or Customer ID: the script uses the Microsoft account's name unless CLIENT_OVERRIDES in the script says otherwise, and a "Microsoft Clients" tab in the Sheet (AccountId | Client) overrides both. Microsoft rows add into every total, with an Engine filter and table to see them apart; campaigns group by their Microsoft Ads labels, and use Microsoft's own conversions and revenue.
Triple Whale
Pixel-attributed orders and revenue per campaign, Google Ads only, synced every hour (the last month is re-pulled daily, since attributed orders keep arriving for the length of the window). Changing the shop, model or window starts the history over. Anything below campaign level, like search terms or keywords, has no Triple Whale data and uses the Conversions setting above. The key is stored in the tracker's Script Properties and is never shown again.
Dashboard sections
Extra sections for this account's dashboard (client links included). Revenue and purchases in them are the account's Conversions and Conv. value, so they follow the setting above, or Triple Whale when it's used as the account's Conversions.
Show on this dashboard, in this order (↑ ↓ to move; untick to hide; client links included):
Extra sections:
Monthly goals, spread evenly across each month's days for pacing and weekly goals.
Custom metrics
Extra metrics for this account only, shown as KPI cards and table columns (client links included). Each is a formula you can read: an item, or an item + − × ÷ another. Items are Cost, Clicks, Impressions, the Google Ads Conversions / Conv. value columns, the All conversions or All conv. value of actions you tick, or a number. Worked out on the period's totals, e.g. CAC = Cost ÷ All conv. of "New Customer Purchase". Hover a card's ƒ to see its formula.
Locations
Group campaigns by franchise location for the Locations table and the Location filter (client links too, and a location-locked link sees only its own). Type a location against any campaign, or assign every campaign whose name contains some text in one go. A location set here beats the Sheet's Campaign Map and Locations tab; leave it blank to use those.
Paste a list (location, then campaign name)
Two columns copied from a spreadsheet: the location (franchisee, owner group…) then the exact campaign name, one campaign per line. Every campaign with that name gets that location, Google and Microsoft alike.
Campaign groups
Groups, highest priority first, one per line. A campaign joins the first group whose name appears anywhere in one of its Google Ads labels: case, spaces and dashes don't matter, so "Non-Brand Search" is Non-Brand, and Brand never matches inside Non-Brand. Other words for a group go after a colon, e.g. Non-Brand: NB, Generic. No matching label = Unlabeled. A Segment Override in the Campaign Map tab beats all of this. The table below previews it as you type.
Link to this view
Opens the dashboard with the same date range, comparison, client type, segment, locations and campaigns.