It’s designed to help you track the metrics that matter most and spot changes over time without leaving Opteo.
Where to find Dashboard
Inside an ad account, select the Performance tab from the left-hand menu.
Select Dashboard
Selecting your data
Date range
Use the date picker elector at the top right to choose which periods to compare in Dashboard.
Campaigns
Click the pencil icon next to Campaigns at the top of the page to select which campaigns to include and exclude from the data in Dashboard.
Conversion Actions
Click the pencil icon next to Conversions Actions at the top of the page to select which campaigns to include and exclude from the data in Dashboard.
Viewing and customising
Each graph shows how a metric has changed over time.
Use the layout toggle to switch between grid and row view. Grid view fits more charts on the screen; row view makes each chart larger.
If you only want to see certain metrics, open the Charts drop down and deselect those you don’t need.
Use the frequency setting (daily, weekly, or monthly) to control how data points are plotted on the x-axis.
Note: In the Weekly and Monthly view, Opteo always shows complete weeks, even if your date range doesn’t perfectly align.
For example, in Weekly view if your selected date range starts on a Tuesday, the graph will also include data from the Monday before, to show the whole week.
If you notice a discrepancy in your data between Opteo and an ad platform, check which frequency view you are using.
Comparing performance
Opteo will always compare whatever date range you have selected to the equivalent previous period for comparison.
For example, if you select last 30 days, Opteo will compare that with the 30 days immediately before it.
E.g. If today is March 30, the current period would be March 1st – March 30th.
The comparison period would then be January 30th - February 28th.
This allows you to quickly see how metrics like spend, conversions, CPA, or ROAS have changed compared to the previous period of the same length.
Colour indicators make it easy to see whether metrics are trending up or down.
Exporting and analysing data
Click Export CSV to download the dataset behind your charts for further analysis.
Analyse with AI
Select Analyse with AI to send all of the selected charts to the AI Chat to work with.