If you’re managing paid ads for clients across multiple platforms, tracking the performance of the entire PPC budget can often be overwhelming and time-consuming.
Aside from monitoring the performance of each individual ad campaign, reporting on these results to clients in an efficient way can be a struggle for marketers. To solve this, a PPC dashboard automatically pulls data from various ad platforms such as Google Ads and Facebook Ads into a unified view.
The idea is to provide you and your clients with a single place to monitor the performance of all PPC campaigns without having to switch between multiple platforms.
Having a unified view of your PPC campaigns provides valuable insight into your most profitable ads, campaigns, and platforms. For example, you can quickly compare overall ad costs, conversion rates, and return on ad spend (ROAS) for each channel.
In this guide, we’ll discuss exactly how to set up a PPC dashboard for clients—including how to use annotations and goals to tell a story with your data, how to add a markup for your PPC services, and more.
We’ll be looking at a live PPC dashboard in this article, although keep in mind you can also choose to send a static report on a periodic basis to clients with our PPC report template. In particular, we’ll discuss:
Let’s get started.
Step-by-Step: How to Build a PPC Dashboard
In this section, we’ll look at a step-by-step process of how to set up a PPC dashboard using our prebuilt template. In addition to a single dashboard for multiple ad platforms, we also have dashboard templates for individual platforms including Facebook Ads and Google Ads. In fact, AgencyAnalytics offers 15 pre-built marketing dashboards that you can use to cover all aspects of your agency's offerings.
1. Create a Campaign
In AgencyAnalytics, the first step of setting up a dashboard is always to create a new campaign for your client. In general, one campaign equals one client or URL, which is then used to monitor social media accounts, track PPC ads, and more.
2. Choose Your PPC Integrations
After you’ve created a campaign for your client, the next step is to connect their PPC integrations. An integration will then automatically pull all the relevant data from the platform. Aside from the advertising integrations shown below, we currently have 50+ integrations to choose from.
3. Add a New Dashboard
After connecting your client's integrations, the next step is to create a new dashboard dedicated to PPC. As you can see below, you can create a new dashboard from within the campaign in the “Dashboard” section.
4. Choose Between a PPC Template or Create a Custom Dashboard
The next step is to choose between starting with a template, cloning an existing dashboard, or starting from scratch and creating a custom dashboard. For this example, we’ll start with our PPC template.
From there, you can choose which dashboard template you’d like to use—you can find a full list of our dashboard templates here. After that, you’ll be asked to choose a name for the dashboard and to click “Create Dashboard”:
6. Customize Widgets in the Dashboard
Even if you’re using our PPC template, you can easily customize the dashboard widgets by clicking on “Edit Dashboard”, which allows you to delete, rearrange, resize, or customize the widget titles:
7. Add Annotations & Goals
Now that the dashboard is created and customized, let’s review a few more advanced features such as adding annotations and goals to your PPC charts. Annotations allow you to show when significant changes were made to the account such as new campaign launches or budget changes, whereas goals allow you to indicate account targets, such as a target CPA.
In order to add annotations to a widget, simply click on the ellipsis "..." in the upper right-hand corner of the widget and click “Edit”:
8. Add a PPC Markup for Your Services
If you’re charging clients a percentage of total spend, you may only want to display ad costs to clients after the markup for your services to avoid questions and misunderstanding. In order to add a markup to your dashboard, you can simply go to Settings -> Advanced and add the percentage for each individual platform that you’re managing.
9. Whitelabel the PPC Dashboard
The final step before sharing a dashboard with clients is to white label it with your agency’s branding. This includes uploading your logo, adding your color scheme, and hosting it on your own domain:
10. Share the Dashboard with Clients
Finally, there are several options to share the dashboard with clients. First, you can choose to add the client as a user and assign them permissions about what they can see. You can also choose to download a PDF, create a shareable link, or send it by email directly in the dashboard:
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9 PPC Metrics to Track Performance
Now that we’ve reviewed how to set up and customize a dashboard, let’s look at a few key metrics and how they relate to the overall campaign performance of your PPC spend.
Impressions refer to the total number of times your ads have been viewed, either in search results or the display network. If your goal is to increase brand awareness, impressions can be an important metric to measure success.
Monitoring clicks are particularly important to track at the launch of a new ad campaign, as you often want to let ads run for a minimum number of clicks before determining if the campaign is worth keeping or pausing.
CPC (Cost Per Click)
Even though you typically want to let a PPC campaign run until its reached a certain number of clicks to monitor its performance, CPC can provide an early indication that a campaign needs to be paused or optimized it’s abnormally high. Keep in mind, however, that a high CPC may not always be a cause for concern as the lead quality may also be higher, and ultimately still provide a profitable ROAS.
Click-Through Rate (CTR)
Tracking impressions tells you how many views you’re getting at the top-of-funnel, although you also want to know how well your ads are converting people from the awareness stage to consideration. Monitoring CTR does just that by providing an indication of how effective your ad copy and ad creative are at converting views into clicks, and ultimately conversions.
Reach and Frequency
Reach and frequency are two more PPC metrics that are often ignored by advertisers, although they provide crucial information about when it may be time to pause an ad. In contrast to impressions which tracks every ad view, reach tracks the number of actual people that have viewed the ad, regardless of how many times they see it.
Frequency, on the other hand, refers to the number of times each user has seen an ad and is calculated as impressions divided by reach. Monitoring your frequency is extremely valuable as a high frequency means that the same person is seeing the ad over and over again without converting. Ultimately, a high frequency means that it may be time to change up your ad copy, creative, or targeting.
Aside from tracking conversions at the account-wide level, conversions should also be monitored based at the ad set and individual ad level. If you’re using Google Ads, for example, you can break down conversions by account, campaign, and the top keywords driving those conversions.
Conversion rate is another important comparative KPI that tells you how effective your ads are at driving the desired action. Conversion rate can also be broken down more granularly at the ad set level, which provides an indication of targeting quality, and at the individual ad level, which provides useful information about the quality of ad copy and creative.
Return on Ad Spend (ROAS)
Finally, if we had to specify a single most important PPC metric to track it would be return on ad spend. ROAS is defined as the amount of revenue generated from each dollar invested into paid ads and allows you to compare the profitability of each ad campaign. If you want to learn more about benchmarks and improving your ROAS, check out our complete guide on the subject.
Summary: Tracking Your PPC Performance
Given the wealth of data and insights hidden in each advertising platform, having a dedicated PPC dashboard goes a long way in terms of staying on top of your client's data. Specifically, being able to access and monitor data from multiple ad platforms allows you to determine which strategies are working for the client cross-platform.
If you're managing ads on multiple platforms, PPC dashboards enable agencies to not only save time in their reporting cycle, but also to provide clients with real-time access to their data on their own schedule. If you're ready to get started with a PPC dashboard, check out our prebuilt template here and start tracking and reporting on your data in minutes.