Dashboard Help Center



Dashboard Requests & Support Forms

For any and all dashboard-related requests, questions or support - use the Dashboard Request Form (link to the left or button below) to submit a new request. Please fill out the request form completely, to the best of your abilities, so that our team has all the information needed to complete your request. Alternatively, you can also submit a dashboard request via email to our helpdesk address: support@agm-data.zendesk.com

SUBMIT A DASHBOARD REQUEST
NOTE: for any "Data Discrepancy Issue", please check the troubleshooting guide first before submitting your rquest.
FREQUENTLY ASKED QUESTIONS



Support & Info - Quick Links




Manage Client Logins

All teams can now manage client logins. You can do this by logging into the backend (credentials below). Instructions:

  • Login to the backend: https://allied.report/admin
    user: manager / pass: 4YcTt8iFyTPChDk
  • Click on the Pages tab on the left and select one.
  • You can add or update logins from here going forward.

Google Sheet Reporting Data

Manual Data Reporting Template

Best Practices and Instructions

To prevent issues with reports stored in Google Sheets, the following best practices must be followed:


Data Structure

  • Include client/agency naming convention - campaign, creative, etc.
  • Include only the metrics required (do not include arbitrary metrics that won't be used)
  • Maintain consistent value FORMATTING in every column
    Date Column - formatted as “date” value
    Metric Columns (spend, imp, clicks, etc) - formatted as number values
    - Do not include text in these cells such as “N/A” or dashes
    - If there is no data, leave the cell blank or add in a 0 (zero)
    Dimension Columns (campaign name, id, etc) - formatted as “text” value
  • Keep all data needed for the dashboard in 1 tab ONLY with lifetime data
    DO NOT include unnecessary data or data already pulled by another platform

General

  • Provide at least view access for AGM
  • Notify the data team before changing the header/tab name, if necessary
  • Keep header row on Freeze
  • Always un-filter when done using, otherwise, activate un-filter for you
  • Duplicate the tab/sheet when doing analysis such as calculating totals, creating charts keeping the raw data untouched

Naming Conventions

Best Practices (campaigns, adsets/adgroups, placements & creative)

To ensure consistency across reporting and to avoid issues in our client dashboards, we must implement and adhere to a set a naming conventions across all levels of a campaign. These are some of the best practices you should follow when naming Campaigns, AdGroups/AdSets, Placements and Creatives.

  • All naming conventions should use underscores to separate words and should try not to have any spaces.
  • Be consistent in what wording you use, upper/lower case, spelling and everything else. Ensure same wording/format is used across the board.
  • Keep track of characteristics of your naming convention. For example, if you use abbreviations, make sure everyone knows what each abbreviation means and the same abbreviation is used across everything.
  • Avoid using “special characters” like: *.?|&.
  • Choose if you will type in UPPER, lower case, camelCase, or PascalCase (at least make a rule for each parameter).
  • You must be comfortable to look at your campaign/ad group/ads/etc and understand which settings you are using and what goes where.
  • Maintain a structure in place that is scalable and manageable.

Use the full naming convention guide below which covers campaigns, adgroup/adsets, placements and creative. NAMING CONVENTION GUIDE

Basic Troubleshooting Guide


*IMPORTANT - Things to Keep In Mind...

  • Always check the platforms first if you notice any data miss-match (if the data isn't there in the platforms, it won't be there in the dashboards).
  • If one of the issues above occurs, it will throw off the overall totals at the top of the summary pages (since those pull totals from multiple sources).
  • Google sheet manual spend data for DV360 and Acuity should match placement naming in DCM...ensuring names are spelled correctly and formatted to match the placement names is important.

Scenario / Issue Solve Explanation
"Acuity/DV360 spend not matching manual Google Sheet" For campaigns where we need to pull spends from a Google Sheet (instead of DCM) - ensure "Media Costs" are NOT set in DCM. Dashboards pull spends from Google Sheets correctly, however, if "Media Spends" are also applied in DCM on the placement level for these campaigns/partners - they will resulting spends being double counted.
Ensure the spelling and formatting is correct in Google Sheet when updating, so it matches DCM and the Dashboard. Other times, in the Google sheet, the partners are spelled incorrectly thus resulting it not to populate into the dashboard. (e.g. S4M vs SM4, or extra spaces after "Acuity ").
"Sojern (Display) spends not matching" Ensure Media Costs are setup correctly in DCM. Since the dashboards pull directly from DCM, they will always match DCM numbers. The miss-match happens because "Media Costs" are set up incorrectly at the placement level or not set up at all.
“CTV data is not populating" Always check that there is data for these campaigns/partners in the platforms first (since the dashboard is just reflecting what's in the platform). Dashboards reflect the data that’s coming from the platforms. So, if there's no data in platform (e.g. DCM), there won't be any data in the dashboard.