In part one of our series, we outlined how Shape gives PPC teams total control over how they group, monitor, and optimize advertising campaigns using the robust features of Budget Designer.
The Shape dashboard also provides several powerful views of your data that can be customized, searched, and filtered to display what is most valuable to you.
Client Card View
Client Cards provide an easily scannable and searchable view of how your advertising campaigns are spending against their target Budgets.
The dashboard displays where a Budget’s spend is in relation to its spend cap. If your campaigns are spending too slowly or quickly, you can push keyword bid and daily budget changes directly to the advertising engines from Shape.
You’ll also have a quick view into which features (such as AutoPilot or Budget Rollover) are enabled per Budget from the Client Card view.
Decision Grid View
While charts and graphs are useful for figuring out where to take quick action, as former PPC analysts, we know that gritty, detailed analysis is done using data tables.
Shape’s Decision Grid provides a table view of an Account’s spend-to-date, budget cap, and performance metrics. Toggling between the "Clients" and "Budgets" tabs will display 20+ metrics including clicks, conversions, and cost-per-acquisition.
Selecting an individual Client or Budget will lead you to additional reports where you can monitor how specific campaigns, keywords, ad groups, ads, and keywords are performing.
The gear icon will allow you to customize which columns you want displayed and enable/disable filters and column totals.
With Tags you can add layers of custom information about your clients to Shape. Do you want to only view clients managed by a select PPC team member? By vertical? By industry?
Tags are set at the client level. Once you’ve created a few tags and chosen which clients they apply to, the Tag screen will let you filter the Shape dashboard to display only your preferred clients.
Tags give you the power to filter Shape using whatever categories you can dream up.
Shape can automatically alert you when spend nears specific percentages of your budget cap (for example, when your Budget is almost exhausted).
If enabled, alerts appear in your Shape dashboard and a reminder is sent by email.
Email notifications can also be sent to people who don't use Shape. Email alerts are perfect to set up for a client or boss that frequently requests to know if campaigns are running low on remaining budget.
Platform Color Schemes
Do you hate the color blue or think a white navigation bar is too hard to see?
The Shape dashboard allows you to choose your favorite color scheme for the platform. You’ll find advanced customization options in Settings where you can select the perfect view for you.
You’ve created your client’s advertising Budgets and personalized your unique dashboard.
The final post in our series will explore Budget Pacer.
Shape can recommend how to optimize your campaigns to achieve key metrics using your clients' current and historical performance data. We’ll also cover how Budget Pacer helps you create better, data-driven budget recommendations that help clients set optimal spend targets for their next budget cycle.