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How to use the dashboard?
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You received invitation to own current spreadsheet. Please accept it and remove the previous owner gailemarketing@gmail.com to keep your data private.
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Open tab "0_budget" and change random data to your project data
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Cell A2 - add the first dashboard month
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Cells B2:B19 - add your total ads budget for each month, or use 0 or blank if you don't have information yet.
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Cells E2:E5 - change ads platforms to your project. If you have less then 4, please add any value, but not blank. Example: Ads1
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Cells F2:F5 - setup how do you split budget by platfroms. Be sure that the Total is 100%.
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You can use this pre-setup for all month. But if you don't want or can't, you can use exact numbers instead of formulas in cells N2:N
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Cells K2:L16 - we setup rules, how to split Google Analytics data by ads platform by source / medium. Please change to your real source / medium options and add the correct ads platform name for each row.
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Add Revenue data from Google Analytics to the tab "01_Query_GA" cells A:D. You can do it manually or using add-on
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Add Ads platform spend and revenue (if you have it) data to the tab "02_Query_Ads" to yellow cells.
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Is important to keep the same order of columns and data types for each column. Cells where you should change the data are highlighted in yellow.
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Open the Looker Studio link you received and click to right top button to copy the dashboard and have opportunity to edit it.
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Important note: if you reconnect the data source, you should connect tab "03_LS_Total_Ads" cells A2:AB
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You can change colors using "Theme and Layout" menu in the Looker Studio.
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Your dashboard is ready to use!
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Tabs overview
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#NameActions requiredComment
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10_budgetChange the random data to the real project data.On this tab we setup montlhy budget
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Percentage of budget for each ads platform.
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Rules how to split Google Analytics revenue data based on source / medium data by ads platforms.
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Cells P:AI with formulas to calculate Planning Monthly Spend, Daily budget, and Trajectory Daily Spend
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201_Query_GAChange the random data to the real project data.Tab with Google Analytics data where we take revenue by platform.
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Cells E:E with formulas that split data by ads platform
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302_Query_AdsChange the random data to the real project data.Tab with spend from ads platforms by day.
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You can add it manually or using add-ons.
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If you prefer to use add-ons, like Supermetrics or other, please, pull data to the new tab first and then add it to the current tab.
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403_LS_Total_AdsNoLS = Looker Studio, tab that should be connected to the Looker Studio. Cells A2:AB
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