In this guide we’ll use Dreamdata Analytics Hub to create a report that helps you analyze your your Paid Ads performance. A report is the starting point for analyzing marketing data in Dreamdata Analytics Hub. You can follow this process to create reports and dashboards that answer all sorts of questions.

Introduction

We’ll build our report by choosing the type of report, what to measure, how to group it, and which time period to look at. Once the report is configured, it will a set of widgets — metric cards, graphs, and tables — that summarize and visualize our data. For more details on all the things you can do with reports, please see Reports.

Step-by-step guide

  1. Access Analytics Hub home. Look for the Analytics Hub icon in the left-hand navigation:

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  2. If your team hasn’t created any reports or dashboards, the Analytics Hub home page will be empty. Click the Create Your First Report button in the middle of the screen**.** If there are already reports in the list, click the Create button in the upper right hand corner and select Report.

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  3. First we’ll see a list of templates. We’ll use a template from the gallery to help us (to learn more about which templates are available see Templates). Click on the Paid Ads Performance template.

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  4. This opens a side panel that explains what we can use the Paid Ads Performance template for. In our report we’ll be able to compare how different channels contribute to pipeline and see what we pay per channel in a given timeframe.

This guide is based on a demo account that has spend from 4 ad networks: LinkedIn, Meta, Google, and Microsoft. The actual spend and networks will vary based on your Dreamdata configuration. For more information about the available templates and types of reports see Templates and Report Types.

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  1. This will open a the main report screen, which is split into two sections: a Configurator on the left hand side and a series of charts, graphs, and tables called Widgets on the right. We’ll start by looking at the configurator.

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  2. The template defaults to looking at the past 90 days, but suppose we want to look back at the last 6 months instead. We’ll extend the time period by changing the Date Range value under the During the Period section of the configurator. If we click Apply at the bottom of the configurator, the report is re-generated with the new timeframe.

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  1. Next we’ll add a metric to analyze. The template defaults to Visitors, Contacts, Companies, Influenced MQL, Influenced MQL Value, Attributed MQL, and Attributed MQL Value (note that the MQL are called stage metrics might differ depending on your account’s stage models). Let’s say we also want to look at Cost. In the Analyze and Measure section of the configurator we can find the Cost metric under the Spend. Let’s select it, click Apply in the metric menu and then click Apply again at the bottom of the configurator.

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  2. Now Cost appears in our report’s widgets.

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  3. We can can see from the report that we don’t spend much on Microsoft ads. Since it’s not a meaningful part of our spend, let’s filter it out so we can focus on the other ad metrics. Find the Filter By section of the configurator. Select Add filter and Cost source. We’ll add a “Does not contain” filter and find Microsoft. Click Apply in the Filter By menu, then click Apply again at the bottom of the configurator.

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  4. Microsoft ads are now filtered out of our report.

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  5. It’s great that we can see our performance but that’s not granular enough for our analysis. Instead, we want to know how our campaigns are performing, regardless of ad network. Instead of grouping by Co, let’s group by Cost Campaign**.** Find the Group By dropdown, select Cost Campaign and then Apply at the bottom of the configurator. Our report is updated to break metrics down by campaign:

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  6. We can see cost over time on our timeseries chart, but let’s say we want to see the Visitors over time instead. We can switch the metric displayed on the timeseries chart by clicking on the dropdown in the upper right and switching the metric to Visitors. We can do this with any of the charts and tables in the report.

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