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1 | How to use the dashboard? | |||||||
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3 | 0 | You received invitation to own current spreadsheet. Please accept it and remove the previous owner gailemarketing@gmail.com to keep your data private. | ||||||
4 | 1 | Open tab "0_budget" and change random data to your project data | ||||||
5 | 2 | Cell A2 - add the first dashboard month | ||||||
6 | 3 | Cells B2:B19 - add your total ads budget for each month, or use 0 or blank if you don't have information yet. | ||||||
7 | 4 | Cells E2:E5 - change ads platforms to your project. If you have less then 4, please add any value, but not blank. Example: Ads1 | ||||||
8 | 5 | Cells F2:F5 - setup how do you split budget by platfroms. Be sure that the Total is 100%. | ||||||
9 | 6 | 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 | ||||||
10 | 7 | 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. | ||||||
11 | 8 | Add Revenue data from Google Analytics to the tab "01_Query_GA" cells A:D. You can do it manually or using add-on | ||||||
12 | 9 | Add Ads platform spend and revenue (if you have it) data to the tab "02_Query_Ads" to yellow cells. | ||||||
13 | 10 | 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. | ||||||
14 | 11 | Open the Looker Studio link you received and click to right top button to copy the dashboard and have opportunity to edit it. | ||||||
15 | 12 | Important note: if you reconnect the data source, you should connect tab "03_LS_Total_Ads" cells A2:AB | ||||||
16 | 13 | You can change colors using "Theme and Layout" menu in the Looker Studio. | ||||||
17 | 14 | Your dashboard is ready to use! | ||||||
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22 | Tabs overview | |||||||
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24 | # | Name | Actions required | Comment | ||||
25 | 1 | 0_budget | Change the random data to the real project data. | On this tab we setup montlhy budget | ||||
26 | Percentage of budget for each ads platform. | |||||||
27 | Rules how to split Google Analytics revenue data based on source / medium data by ads platforms. | |||||||
28 | Cells P:AI with formulas to calculate Planning Monthly Spend, Daily budget, and Trajectory Daily Spend | |||||||
29 | 2 | 01_Query_GA | Change the random data to the real project data. | Tab with Google Analytics data where we take revenue by platform. | ||||
30 | Cells E:E with formulas that split data by ads platform | |||||||
31 | 3 | 02_Query_Ads | Change the random data to the real project data. | Tab with spend from ads platforms by day. | ||||
32 | You can add it manually or using add-ons. | |||||||
33 | 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. | |||||||
34 | 4 | 03_LS_Total_Ads | No | LS = Looker Studio, tab that should be connected to the Looker Studio. Cells A2:AB | ||||
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