The Overview module in Master Metrics is a centralized view that consolidates data from all your advertising accounts—Meta Ads, Google Ads, LinkedIn Ads, TikTok Ads, and more—into a single, unified table. Instead of checking each platform separately, the Overview module allows agencies and account managers to monitor the performance of multiple clients and campaigns from a single dashboard, with comparisons against goals and previous periods.
What is the Overview module, and what is it used for?
The Overview module is the central control section within Master Metrics. Its primary function is to eliminate the need to switch between advertising platforms, centralizing the most critical information in a customizable, automatically updated table.
This module is particularly useful for:
- Agency managers who need an executive overview of the status of all active accounts.
- Performance managers who manage multiple clients across various advertising platforms.
- Analysts who need to compare campaign performance against budget targets or conversion goals.
- Freelancers who manage accounts for multiple clients and want to reduce the time spent on daily reviews.
The module addresses one of the most common challenges faced by marketing agencies: the operational time wasted reviewing data in silos. With Overview, that process is streamlined in just minutes.
View modes available in the Overview module
The module offers two display modes. Each is designed to meet a different monitoring need.
View by customer
This view groups information by client. For each client, the corresponding advertising account is set up on each platform, and filters can optionally be applied by campaign.
Once the clients have been configured, the consolidated table allows you to answer key questions immediately:
- Is the allocated budget being adhered to?
- How is each client progressing toward their goals?
- What progress has been made compared to the previous period?
The campaign filter expands your segmentation options. For example, a single customer can be divided into separate rows based on campaign type, geographic region, or business line. Here are some practical examples:
- By campaign type: separate performance and branding campaigns into two separate rows within the same table.
- By region: Create a row for each geographic market that operates under the same ad account.
- By business unit: Break down the data for a customer that sells different products or services under a single account.
In addition, you can create multiple tables within the module. For example, one table for e-commerce accounts and another for lead generation accounts, or one table per assigned analyst.
View by campaign
This view consolidates campaigns from different platforms and accounts into a single table. It allows you to compare the performance of individual campaigns from Meta, Google, LinkedIn, or other sources without switching screens.
The main value of this view lies in the visual comparison against configured targets. Here are some examples of the types of alerts that can be identified immediately:
- A Meta campaign is 20% over budget.
- A Google campaign is 5% below its daily sales target.
- A LinkedIn campaign is 30% below its daily conversion target.
- A Google campaign exceeded its weekly conversion target by 10%.
Comparison of the two views
| Criterion | View by customer | View by campaign |
|---|---|---|
| Unit of analysis | Customer or customer segment | Single-player campaign |
| Ideal for | Executive reports and portfolio reviews | Daily Operational Monitoring |
| Available filters | Platform, account, and campaigns | Platform, account, and date |
| Comparison vs. objectives | Yes | Yes |
| Comparison with the previous period | Yes | Yes |
| Multiple tables | Yes | Yes |
Step-by-Step Guide to Configuring the Overview Module
The initial setup takes just a few minutes. The process is similar for both views.
For the customer view
- Go to the Overview module in Master Metrics and select the option to create a new table.
- Add your clients in the settings modal. For each client, select the advertising platform and the corresponding account.
- Apply campaign filters if you need to segment customers by campaign type, region, or business unit.
- Choose the table layout: you can create the table from scratch or use one of the pre-designed templates.
- Customize the columns based on the KPIs you want to track: budget, conversions, cost per result, and more.
- Save the table and start monitoring. You can add or edit clients at any time without having to reconfigure everything from scratch.
For the campaign view
- Create a new table from the Overview module and select the view by campaign.
- Select the platforms from which you want to import data: Meta, Google, LinkedIn, and others.
- Select the ad accounts you want to include in the table.
- Specify the date range for the analysis.
- Choose whether to create the table from scratch or use a template.
- Set campaign goals to enable visual compliance comparisons.
Frequently Asked Questions About the Master Metrics Overview Module
How many advertising accounts can be included in a table in the Overview module?
There is no fixed limit on the number of accounts per table. The number depends on the Master Metrics plan you have selected. In practice, you can include all of an agency’s active accounts in one or more tables, organized according to the criteria that best suits your team’s workflow.
Does the Overview module replace each client's individual dashboards?
It doesn't replace them, but rather complements them. Individual dashboards provide detailed analysis by client, while the Overview module offers a consolidated view for quick monitoring and comparison across accounts. Both views coexist within the platform.
Can you create custom goals for each campaign or client?
Yes. The module allows you to set goals by campaign or by client, both in terms of budget and performance metrics. Once configured, the table visually displays the level of achievement compared to actual data, making it easy to identify deviations without the need for manual calculations.
Which advertising platforms does the Overview module support?
The Overview module consolidates data from Meta Ads, Google Ads, LinkedIn Ads, TikTok Ads, and other sources connected to Master Metrics. All sources are displayed in the same table, eliminating the need to switch between platforms to compare performance across channels.
Can each team member have their own Overview board?
Yes. It is possible to create multiple tables within the module. A common practice at agencies is to assign one table per analyst, so that each team member monitors only the accounts they are responsible for, without accessing information that does not pertain to them.
Does the module update the data automatically, or does it have to be done manually?
The data is automatically updated based on the synchronization frequency configured in Master Metrics. There is no need to manually export data or log in to each advertising platform to refresh the information. This is precisely what sets the module apart from solutions built on spreadsheets.
How does Master Metrics help manage multiple accounts using the Overview module?
Master Metrics centralizes all data from active advertising accounts in a customizable, automatically updated dashboard. The Overview module allows agencies to review the status of all their clients in minutes, compare performance against goals, and identify deviations without having to switch between platforms. This reduces the time spent on reporting and allows the team to focus their attention on strategic decision-making.
Conclusion
The Overview module solves one of the most time-consuming challenges for digital marketing agencies: the fragmented review of data across multiple platforms. By consolidating all information into a customizable dashboard—complete with comparisons against goals and previous periods—it transforms daily monitoring into a structured and efficient process.
The module's flexibility—with its two views, campaign filters, and the ability to create multiple tables—allows the tool to be adapted to different workflows, whether for executive reviews or for the day-to-day monitoring of each analyst on the team.
If you manage multiple accounts and need a centralized dashboard, Master Metrics offers exactly that. You can explore the Overview module and set up your first dashboard in just a few minutes.
