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Account Management Dashboard Template

Manage all your marketing teams and campaigns on a single dashboard. Pinpoint exactly what’s working, and what isn’t, and make data-driven decisions in real-time.

Track your most important KPIs for all your ad campaigns in one place

Explore ready-made marketing reporting dashboard templates:
Performance Dashboard
Optimize for better financial performance on your PPC campaigns with a powerful dashboard tool. Find out which ad campaigns are working and which are underperforming and allocate budget accordingly.
Connectors used:
KPI Dashboard
Need an all-in-one tool to track all your important KPIs in real-time? A marketing dashboard visualizes both high-level KPIs and granular data. Find out how it works with ready-made templates.
Connectors used:
eCommerce Dashboard
If you are an eCommerce retailer running ad campaigns, you need an automated dashboard to monitor sales performance. Connect easily to our eCommerce dashboard for key revenue and conversion metrics.
Connectors used:

Need a custom reporting or dashboard template?
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Have a report you’d like us to replicate, or need some extra assistance? Get in touch with us and we’ll build a template within 48 hours free of charge to help you evaluate Adriel for your business’ specific goals.
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What is an account dashboard?

The Account Manager Dashboard is a streamlined platform for visualizing performance across multiple marketing, growth, and sales teams. Ideal for managing multichannel campaigns, it simplifies oversight and enhances strategy for account managers juggling various teams and accounts.

On Adriel, you can compare key metrics, ad creative performance, and performance trends of different marketing campaigns responsible by multiple marketing teams. Drill down to weekly, monthly, or quarterly trends to make data-driven decisions. Set alarms to notify you when KPIs trend up or down in real-time.

How do you create an account management dashboard?

Creating an account management dashboard is as easy as 1-2-3 with Adriel. Just connect to your ad accounts from a drop-down list and your marketing and sales data will automatically flow into the dashboard in minutes. No coding and technical knowledge required.

Create an account

Sign up for Adriel with your email for 14 days free.
You can then select a pricing plan that suits your needs.

Connect your accounts

Simply choose from a drop-down list to import dimensions and metrics from your ad accounts, analytics tools, and mobile measurement partners.

Adriel supports integrations with up to 5000+ data sources, including ad platforms, social media channels, analytics tools, and eCommerce platforms like:

  • Meta Ads
  • Instagram
  • Google Analytics
  • Shopify
  • MailChimp

And if you don’t see an integration that we support natively, we can create custom integrations just for you.

Visualize your data

Use our ready-made templates to instantly see all your KPIs in minutes.
Or, start from a blank page and choose your data visualization widgets and graph types.

Create different views for different stakeholders

If you’re a marketing agency, you want to be able to present different sets of information to different stakeholders.

Set up different views for each role or client on Adriel with different access restrictions in just a few clicks.

Download and share white-labeled reports

Need paid media reports to share with clients or the C-suite team?
Determine your brand visuals, colors, and client logos, and download reports as PDFs or CSVs or get live links in minutes.

What does an account management dashboard show?

An account manager dashboard highlights key metrics for different marketing campaigns owned by different marketing teams. Here’s how we structured ours:

Executive Summary

Begin with a clear, concise summary highlighting the key outcomes of the current month or last month and the strategic steps for the upcoming period.

Key Metrics for Different Marketing Teams

Present critical data points like ad spend, click-through rates (CTR), and link clicks, uniquely tailored for each marketing team to track their specific performance.

Overall Ad Performance Trends

Visualize long-term trends for vital metrics, such as ad spend, impressions, link clicks, CTR, and cost-per-click (CPC), to observe market dynamics and campaign effectiveness over time.

Ad Performance Trends by Team

Further break down the trend analysis by individual teams, allowing for a comparative perspective that can inform intra-team strategies.

Key Metrics by Channel by Team

Dive into the metrics on a more granular level by displaying them based on the channel for each team, highlighting the channel effectiveness and team performance concurrently.

Weekly Ad Performance Data

Update with weekly ad performance figures to keep teams agile and responsive to immediate data trends.

Pivot Tables Showing Detailed Ad Performance for Each Team

Employ pivot tables for detailed, customizable views of ad performance metrics, catering to the analytical needs of each team.

Ad Creative Performance Data

Evaluate the performance of ad creatives by measuring variables like ad spend, impressions, link clicks, cost per mille (CPM), and CPC against each creative piece, alongside insights into the most effective ad creative keywords. Set up different views for each role or client on Adriel with different access restrictions in just a few clicks.

How users are discovering you on Google
How long they are reading your content
How they’re interacting with pages on your website
How many times they visited you before converting
Here are the common site-centric data that marketers track:
No items found.

How do you make a KPI dashboard?

You should structure your marketing dashboard the way you write stories—with a clear beginning, middle, and end.
Divide your dashboard into three levels: top, middle, and bottom.
At the top, include:
  • Your brand / client’s visuals (name, logo, taglines)
  • Data stories
  • An overview of business metrics or compared with a specific time period
The middle section should analyze these KPIs in more detail:
  • Performance trends visualized in different types of graphs
  • Relationships between one KPI and another
  • Causes and effects
Finally, drill down to granular data:
  • Marketing mix
  • Details of ad campaignsAd creative insights (e.g. ad copy, photos, videos)Analysis of creative intelligence (e.g. keywords, colors, emojis)
  • Ad creative insights (e.g. ad copy, photos, videos)
  • Analysis of creative intelligence (e.g. keywords, colors, emojis)

What our customers are saying

Adriel made it easy for us to track our online ads across multiple platforms. The reporting process is now a lot more straightforward for my account managers, and our clients are in love with their new live dashboard. What a win!
J.Townley, Founder of Paparico
Marketing Agency
+140%
ROI
100%
Satisfied Clients
30h
Hours saved per week
Clicks Overview
Impressions
Impressions are the total number of times any of your webpages or your ads appear in search engine results and are viewed by users.

You can measure ad impressions through Adriel’s marketing dashboard across multiple ad channels, creatives, keywords, and audiences.
Link Clicks
Link clicks are the total number of times the links in your ad copy, call-to-action, or images have been clicked.

These links can lead to destinations within or outside of the platform where you’ve launched your ad, such as your landing page, social media profile, or a blog post. This is also a key metric for SEO.
Click-through rates (CTR)
Click-through rates measure the number of clicks you receive on an advertisement—per the number of impressions.

Generally, high CTRs mean that your ads were successful in attracting the attention of your target audience. High CTRs can also lead to lower advertising costs on advertising platforms like Google Ads. This article lists the average CTRs for all your favorite PPC channels.
Cost Overview
Cost-per-click (CPC)
Cost-per-click (CPC), similar to pay-per-click, is a popular programmatic advertising term where you pay an ad seller a cost every time someone clicks on an ad.

Different social media platforms, search engines, and programmatic publishers set different CPCs. They can range anywhere from $0.4 (Twitter Ads) to $6 (LinkedIn Ads). Get the average CPCs for your industry here.
Cost-per-mile (CPM)
Cost-per-mile (CPM) is the amount you pay for every 1000 impressions that your ad garnered. The CPM on different ad channels depends on a number of factors, such as the target audience, ad format, and the level of competition for ad space.
Cost-per-conversion (CPCV)
Everything comes with a cost, even conversions. Cost-per-conversion, or also known as cost-per-acquisition (CPA) pits the total revenue gained from an ad campaign against the total cost of that campaign.

CPCV is one of the easiest and most effective ways to determine if your ads are working. If your CPCV is too high, it could mean you have the wrong keywords, visuals, target audience, or channel. This is why it’s important to have a PPC reporting tool that lets you see super granular data as well as essential KPIs.
Conversions Overview
Conversions revenue
Revenue is the most rudimentary metric you can track on your report, but it helps you and your clients understand which campaigns or channels are bringing in money and which are draining your wallet. When you have this data, you can devise well-informed strategies in the future.

On Adriel’s PPC dashboard, you can view the total revenue for your ad campaigns across multiple digital channels, from LinkedIn Ads and Bing Ads to Walmart Connect.
Conversion rates (CVR)
Conversion rates (CVR) measure how many people took this desired action out of the total number of website visitors. Discover average CVRs by industry here.

Conversions are easier explained than measured, as they involve multiple circular paths from impressions to clicks to action on different marketing channels. But a PPC reporting dashboard reduces the hassle of having to go into each marketing channel and manually looking at each metric to arrive at conversions data.
Return on Ad Spend (ROAS)
When you pit revenue against ad spend, you get return on ad spend. ROAS measures the amount of revenue you earn for every $1 you spend on advertising. Find out what is regarded as a good ROAS ratio here.

Keeping track of your return on investment can be overwhelming when you have multiple campaigns running across different channels. Delegate the task to a reliable marketing dashboard but opt for one that comes with push notifications so that you don’t have to check back every ten seconds for potential fluctuations.

How do I report Meta Ads? What metrics do I show?

When reporting Meta Ads, you will want to visualize Instagram Ads and Facebook Ads performance side-by-side to understand how each platform is contributing to your digital marketing goals. Here’s how it looks like on Adriel’s report template:

Overview
An overview of key metrics on your Facebook and Instagram accounts.
Facebook
  • Followers
  • Fans
  • Impressions
  • Engagements
  • Reach
  • Profile views
Link Clicks
  • Followers
  • Engagements
  • Impressions
  • Profile views
Charts
A closer look at performance trends. Compare different metrics over a specific time period.
Facebook
  • Facebook Impressions/Profile views
Link Clicks
  • Instagram Impressions/Profile views
Posts
A deep dive of all your Instagram and Facebook posts.
Facebook
  • Facebook posts by
    • Impressions
    • Post engagement
    • Post comments
    • Post like
    • Post shares
Link Clicks
  • Instagram posts by
    • Impressions
    • Post engagement
    • Post comments
    • Post like
    • Post shares
Other metrics you can visualize:
  • Click-through rate (CTR): the ratio of impressions to clicks
  • Cost-per-click (CPC): the price you pay for each click on your Facebook ar Instagram ads
  • Cost-per-mille (CPM): the price you pay for every 1000 impressions
  • Conversion rates: the ratio of ad impressions or clicks that led to purchases or any other
    campaign goal
  • Cost-per-acquisition (CPA): the total cost of landing a new customer through Instagram or
    Facebook Ads

What is cross-platform analytics?

Cross-platform analytics refers to the ability to measure and analyze the performance of marketing campaigns across multiple platforms. This can include channels like:
  • Ad accounts: e.g. Google Ads, Meta Ads, LinkedIn Ads, etc.
  • E-commerce social platforms: e.g. Pinterest, Reddit
  • Programmatic platforms: e.g. Walmart Connect, The Trade Desk
  • Analytics tools: e.g. Google Analytics
  • Mobile analytics tools: e.g. AppsFlyer, Adjust
  • …and other sales and CRM tools
Check out our integration library to find out which platforms you can integrate to Adriel.
Cross-platform analytics helps agency owners and marketers identify areas where they need to make adjustments to optimize their ad spend. For instance, they can look at conversion and revenue figures and decide how to reallocate their budget across different marketing platforms.

What factors do we need to consider while making a digital dashboard?

To build an impactful cross-platform dashboard, you should consider:
The number of integrations
Most dashboard software in the market allows you to connect with anywhere from 60 to 600+ advertising and analytics platforms. The more connections, the better. Adriel supports integrations with 600+ channels and if there’s one that we don’t support natively, we can custom-make it for you.
Ease of use
It’s not just about the number of connections but also how easy it is to connect to these data sources.On Adriel, you can simply choose the platform you want to connect to from a drop-down list, and drag and drop widgets to start building your dashboards.
Real-time data
In a world where data is evolving every second, you need a dashboard that streams data as it comes in real-time so you can always see the latest campaign performance and take action in a timely manner.
Visualize ad creative data
Most dashboard software can show you all the main KPIs at a glance. But what if you want to dive deep into the details of your marketing campaigns? Adriel shows you granular data down to the ad level and allows you to report back on headlines, CTAs, and ad copies that led to higher conversion rates.
Alert system
Look for a dashboard software that alerts you whenever campaign metrics go above or below a certain KPI. With Adriel’s cross-channel alarm system, you can take advantage of opportunities and fix issues immediately.
White label reports
When it comes to client reporting, it’s very time-consuming to manually build complex dashboards in Google Data Studio or beautify your reports on PowerPoint. With Adriel, you can generate PDF reports with your brand visuals and client logos and colors within minutes.
1
Create an account
Book a Demo to get started. After your demo, we'll send you a link to sign up to Adriel for 14 days free. We'll also help you choose a pricing plan that suits your needs.
2
Connect data sources
Simply choose from a drop-down list to import dimensions and metrics from your ad accounts, analytics tools, and mobile measurement partners. See this page for a full list our integrations.
3
Visualize your data
Use our ready-made templates to instantly see all your KPIs in minutes. Or, start from a blank page and choose your data visualization widgets and graph types.

A Comprehensive All-in-One Marketing Reporting Dashboard to Monitor All Your Paid Media KPIs

Easily Track Paid Campaign Results in a Single Marketing Reporting Dashboard

Integrate all your paid ad channels’ results into one marketing reporting dashboard. Curious to know how your Meta, Google, or TikTok Ads are performing? Connect all of these platforms to Adriel, and in less than 5 minutes, show all of your paid campaign results in one unified dashboard. See our integrations page for more information.

White-Labeling & Customization in Our Marketing Reporting Tool

Our software was expertly designed with powerful functions for marketers. But everything can be customized. Adriel’s flexibility allows you to change all aspects of the dashboard design and appearance. Impress your clients with a professional marketing reporting dashboard report for an expert brand image.

Create an Insightful Account Management Dashboard Using Our Pre-made Templates

You can start from a blank page to create a marketing reporting dashboard, but what if you don’t have time? Our extensive pre-made marketing reporting dashboard library has everything you might need. Try Adriel, and you’ll have more time to research ways to increase conversion or optimize your landing pages.

Other Dashboard Examples

PPC Dashboard
Have pay-per-click campaigns on different channels? A PPC dashboard aggregates and displays all your key insights in one place so you can optimize for higher ROAS.
Social Media Dashboard
Paid social campaigns are critical for brand awareness and conversions. See marketing dashboard examples to track campaign performance in real-time.
Manager Dashboard
Keep on top of all the critical information the management needs to know in order to make decisions with our ready-to-go manager dashboards.

Why Leading Advertisers Choose Adriel

Eliminate manual reporting
Spend more time acting for impact and less time on repetitive tasks
Foolproof your data
Say goodbye to data translation risks with automated data transfers and harmonization
Get real-time alerts
Automatically track KPIs and insure all your campaigns against unforeseeable errors
Drive better performance
Access a full suite of creative intelligence tools designed to help you maximize performance
White label your work
Generate beautifully branded reports your clients will love in minutes
Offer better services
Get more time to do what you love and build more trustworthy relationships

What our customers are saying:

Revenue
+170%
Management Cost
-20%
Hours saved per week
45h
I was always asking for reports from my teams but by the time I got them it was too late to capitalize on some important insights, which hindered our growth. Now I just sign in to Adriel and see everything for myself as it happens.
J.Riley, CEO of Edge
Digital Agency
ROI
+140%
Satisfied Clients
100%
Hours saved per week
30h
Adriel made it easy for us to track our online ads across multiple platforms. The reporting process is now a lot more straightforward for my account managers, and our clients are in love with their new live dashboards. What a win!
P. Townley Jones, Founder of Paparico
Marketing Agency

FAQs

All your questions answered. And if you can’t find it here, chat to our friendly team.
What should a good account manager do?

A good account manager is the linchpin of successful internal or client relationships and campaign management. They:

  • Monitor campaign performance: Regularly check the pulse of account metrics and performance indicators to ensure campaign vitality and goal alignment.
  • Use an all-in-one dashboard: Implement a comprehensive account management dashboard for real-time insights and streamlined reporting across all accounts and campaigns.
  • Adapt strategies: Be agile in adjusting tactics and strategies based on real-time data and market trends to drive account success.
  • Problem-solve: Anticipate potential issues and be prepared with solutions to address challenges promptly and effectively.
  • Drive growth: Identify and capitalize on opportunities for account expansion and upselling, using data and trends from the dashboard to support growth initiatives.
  • Build relationships: Foster strong, trust-based relationships with clients to reduce churn and improve customer retention.
  • Collaborate internally: Work with internal teams to ensure cohesive efforts and shared understanding of account objectives.
What are the different features of an account dashboard?

A good account management dashboard should include these key features:

  • Unified Marketing Performance Metrics: Gather and display key performance indicators (KPIs) from various campaigns in one consolidated view. Say goodbye to spreadsheets!
  • Trend Analysis: Compare performance trends across different marketing teams, so you can identify which strategies are yielding the best results.
  • Ad Creative Comparison: Evaluate ad creatives side-by-side to determine which elements resonate best with your target audiences.
  • Cross-Team Collaboration: Facilitate smoother communication and strategy alignment between teams, fostering a cohesive marketing effort.
  • Sales support: Consolidates critical data points into a single dashboard, enabling sales managers to make informed decisions that enhance strategy and drive revenue.

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