Monitor all your accounts with the Master Metrics Overview module

The Master Metrics Overview module 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 for?

The Overview module is the central control section within Master Metrics. Its main function is to eliminate fragmented navigation between advertising platforms, centralizing the most critical information into a configurable, automatically updated table.

This module is especially useful for:

• Agency directors who need an executive view of the status of all active accounts.
• Performance managers who manage multiple clients across different advertising platforms.
• Analysts who need to compare campaign progress against budget or conversion goals.
• Freelancers who manage accounts for several clients and want to reduce the time spent on daily reviews.

The module addresses one of the most common problems at marketing agencies: the operational time lost reviewing data in silos. With the Overview, that process is consolidated in minutes.

Types of views available in the Overview module

The module offers two viewing modes. Each one addresses a different monitoring need.

Client view

This view groups information by client. For each one, the corresponding advertising account is configured for each platform, and campaign filters can optionally be applied.

Once clients are configured, the unified table allows you to answer key questions immediately:

• Is the assigned budget being met?
• How is each client progressing toward their goals?
• What progress is being made compared to the previous period?

The campaign filter expands the segmentation possibilities. For example, the same client can be split into separate rows by campaign type, geographic region, or business line. Some practical use cases:

• By campaign type: separate performance and branding campaigns into two distinct rows within the same table.
• By region: create one row for each geographic market operating under the same advertising account.
• By business unit: break down the data for a client that sells different products or services under a single account.

It’s also possible to create multiple tables within the module. For example, one table for e-commerce accounts and another for lead generation accounts, or one table per responsible analyst.

Campaign view

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 visual comparisons against configured goals. Here are some examples of the type of alerts you can identify immediately:

• A Meta campaign is 20% over the assigned budget.
• A Google campaign is 5% below the daily sales goal.
• A LinkedIn campaign is 30% below the daily conversion target.
• A Google campaign exceeds the weekly conversion target by 10%.

Comparison of the two views

How to set up the Overview module step by step

Initial setup takes just a few minutes. The process is similar for both views.

For the client view

1. Access the Overview module within Master Metrics and select the option to create a new table.
2. Add your clients in the configuration modal. For each client, choose the advertising platform and the corresponding account.
3. Apply campaign filters if you need to segment the client by campaign type, region, or business unit.
4. Choose the table structure: you can build the table from scratch or use one of the pre-designed templates.
5. Customize the columns according to the KPIs you want to monitor: budget, conversions, cost per result, among others.
6. Save the table and start monitoring. You can add or edit clients at any time without needing to reconfigure from scratch.

For the campaign view

1. Create a new table from the Overview module and select the campaign view.
2. Choose the platforms you want to pull data from: Meta, Google, LinkedIn, among others.
3. Select the advertising accounts you want to include in the table.
4. Define the date range for the analysis.
5. Choose whether to build the table from scratch or start from a template.
6. Set goals for each campaign to activate visual compliance comparisons.

Frequently asked questions about the Master Metrics Overview module

How many advertising accounts can be included in an Overview module table?

There is no fixed limit of accounts per table. The amount depends on the Master Metrics plan you’ve contracted. In practical terms, it’s possible to include all of an agency’s active accounts in one or several tables, organized according to the criteria that best fits the team’s workflow.

Does the Overview module replace individual client dashboards?

It doesn’t replace them—it complements them. Individual dashboards offer detailed analysis per client, while the Overview module provides a consolidated view for quick monitoring and comparison across accounts. Both views coexist within the platform.

Can custom goals be set for each campaign or client?

Yes. The module allows you to configure goals per campaign or per client, both for budget and for performance metrics. Once configured, the table visually shows the level of compliance against the actual data, making it easy to spot deviations without 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 appear in the same table, with no need to switch platforms to compare performance across channels.

Can each team member have their own Overview table?

Yes. It’s possible to create multiple tables within the module. A common practice at agencies is to assign one table per analyst, so each team member monitors only the accounts they’re responsible for, without accessing information that isn’t theirs.

Does the module update data automatically, or does it need to be done manually?

Data updates automatically according to the sync frequency configured in Master Metrics. There’s no need to manually export data or access each advertising platform to refresh the information. This is precisely what sets the module apart from spreadsheet-based solutions.

How does Master Metrics help manage multiple accounts with the Overview module?

Master Metrics centralizes all data from active advertising accounts into a configurable, automatically updated table. The Overview module allows agencies to review the status of all their clients in minutes, compare performance against goals, and spot deviations without navigating between platforms. This reduces the operational time spent on reports and lets the team focus on strategic decision-making.

Conclusion

The Overview module solves one of the most costly problems, in terms of time, for digital marketing agencies: fragmented data review across multiple platforms. By consolidating all information into a configurable table, with comparisons against goals and previous periods, it turns daily monitoring into a structured, efficient process.

The module’s flexibility—with its two views, campaign filters, and the ability to create multiple tables—allows the tool to adapt to different workflows, whether for executive reviews or the operational tracking of each analyst on the team.

If you manage multiple accounts and need a centralized control point, Master Metrics offers exactly that. You can explore the Overview module and set up your first table in just a few minutes.