PRFKT ADS / Learn / Client reports, dashboards and portal
Client reports, dashboards and portal
Open Analytics and choose a client. Your own results and each client dashboard are separate views.
In this lesson
- 0:02 Open Analytics and choose a client
- 0:13 Connect the client accounts you need, then sync to bring in results
- 0:23 The dashboard link shares that client’s results page
- 0:33 Turn on Portal on the client page when your plan includes it
- 0:44 Sign-in required limits access to the addresses you list
- 0:55 For practice, open a sample client and inspect its dashboard controls
Transcript
Open Analytics and choose a client. Your own results and each client dashboard are separate views. Every number here is sample data.
Connect the client accounts you need, then sync to bring in results. Read the time range before comparing totals.
The dashboard link shares that client’s results page. Check what it contains and set a password where needed before giving it to someone.
Turn on Portal on the client page when your plan includes it. Clients can approve creative, see invoices, send messages and make requests.
Sign-in required limits access to the addresses you list. Invite emails the link. A shared link should be treated with the care you give a client report.
For practice, open a sample client and inspect its dashboard controls. Verify the client and access settings every time you share.
Every example in the lessons uses sample data. They show how the app works, not what you will earn.
More lessons
- Previous: Your plan, licence and upgrades
- Next: Build paused, then launch with a cap
- Also in Clients and creative: Make an image or video ad
- Also in Clients and creative: Share a proposal and take payment
- All 48 lessons