Personalize your Northbeam to Organize Your Data

3 features to help you improve your analytics efforts by adding structure to your data and easily measure the impact your media buying initiatives are having on our business

Your dashboard is probably starting to populate with more data and you’re also even noticing some default settings kicking in. Now that you’ve had a chance to navigate your Northbeam dashboard, we highly urge you to take this as an opportunity to start customizing your dashboard so it’s easy for you to read your data and quickly optimize ads or configure next steps. 

Northbeam offers a couple of customization settings, so you can make the dashboard your own. In this module, we’ll cover 3 things you should do to add structure to your data:

  1. Set up Custom Labels to help you categorize your insights
  2. Customize your Column Sets views to set the metrics that matter most to you
  3. Create Saved Views to quickly to easily jump to points of interest in your dashboard

Step 1: Organize Breakdowns & Labels

What are Tags?

Tags are unique labels that you can assign to your campaigns to help you categorize your data. These can include the platform, product, placement, funnel stage, etc. characteristics of each campaign tracked by Northbeam. Campaigns all have multiple tags, including three by default: 

  • Category: The overall channel that the campaign is running on. Examples include Email, Influencer, Organic, Paid, SMS, etc.  
  • Platform: The media platform/vendor that the campaign runs on. Examples include Facebook Ads, Google Ads, TikTok, Klaviyo, Snap, etc. 
  • Targeting: The medium that the campaign runs on. Examples include branded search, paid-prospecting, etc.

💡TIP: You can view all of the tags associated with your campaigns by clicking on the hamburger icon on the top right corner of your Northbeam dashboard > select Breakdown Labels

What are Breakdown Labels?

Breakdown Labels can be thought of as groupings of tags under a common characteristic or theme. 

What are Breakdowns?

While you’re in the Overview Page, Sales & Marketing, and LTV Pages, you will be able to further segment your data. Our default Breakdowns include Category, Platform, and Targeting.

You can also choose which values to show up if you only want to see data from a certain sub-segment within a Breakdown. For example, if you only want to see data from Facebook campaigns. 

  1. Go to the Sales & Marketing Page on your Northbeam dashboard 
  2. Navigate to the Breakdown By dropdown 
  3. Select Platform (Northbeam)
  4. Select the blue bar that says (click to edit) in the pop-up menu 
  5. Select “Clear” and then check only Facebook Ads 
  6. Click Save and then Apply to see this view

Here’s how you can setup your Breakdowns & Labels by using the Breakdown Labels feature or Automatic Label Rules

Step 2: Customize your Column Sets

Customized Column Sets allows you to focus on and view specific metrics that matter most to you and your business. Just like the default setting, you’re still able to customize the metrics you want to see and then filter, sort, and export.

To start customizing your Column Sets:

  1. Click on the Sales Tab on your Northbeam Dashboard and scroll down to the table metrics.
  2. Click Customize and select the metrics you want to see and select the order in which you want to view them in your table. You’ll notice that there are now no restrictions on which metrics can be added to your view.
  3. Click Apply

Step 3: Create a Saved View

The Northbeam Saved Views feature allows you to save any set of parameters so you can quickly hone in on the key metrics that matter most to you. 

With your Northbeam dashboard, you will have templated Saved Views that break out new and repeat customer metrics, no matter if your goals are ROAS or CPA-oriented as well as look at cash and accrual for Subscriptions. 

To publish a Saved View, follow these steps:

  1. Login to your Northbeam Dashboard, and select the Sales tab on the left panel. 
  2. Select the parameters and filters you prefer to view, then click Save + at the top of the dashboard.
  3. Name your view and click Save
  4. You will be able to select your Saved View by clicking the dropdown on the left of the Save + button

Looking for some inspiration on what to create Saved Views for? Try one of these:

  • Funnel activity - Set your primary breakdown to ‘Targeting’ with a ‘Platform’ breakdown under it in order to quickly see which platforms and campaigns are performing best for prospecting, retargeting, and retention efforts. Make sure to include first-time and recurring metrics, as well as new traffic % in your column set to determine which efforts are driving net new visitors and customers.
  • Last 3 Days - Configure your column sets based on what metrics want to view and change the date range to be the last 3 days to get a sense of how things are looking midweek
  • Month-to-Date - Set your date range to month-to-date and use LTV metrics to determine which channels have driven the most revenue and new customers this month with an unconstrained attribution window. 
  • Campaign Specific - One of our customers created different saved views to understand conversion to a product page versus a collections page.