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Below is a walkthrough video about our best practices for Executives.

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Walkthrough Video

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TL;DR

  1. Use Cash snapshot accounting mode for high-level monitoring:
    1. Cash snapshot views are most aligned with financial reporting (cash in, cash out), making them ideal for comparing against historical or internal financial reports.
  2. Customize your Dashboard tiles with key metrics to match your business KPIs:
    1. Spend
    2. Revenue
    3. First-Time Revenue
    4. Revenue per Visit
    5. New Customer Orders Volume
    6. New Customer Order Percentage
    7. Average Order Value (AOV)
    8. Cost to Acquire a New Customer (CAC)
    9. Conversion Rate (CVR)
    10. Media Efficiency Ratio (MER)
  3. Mirror Views across your Overview Home Page and your All Sales Page
    1. The All Sales Page is helpful to view platform, funnel stage, or paid versus owned channels.
  4. Track trends and export data regularly to share internally
    1. Monitor performance daily, weekly, or monthly.
Aim to build and save views that reflect your core company KPIs. Check them regularly and use them to drive decisions without having to dive into every campaign detail. Please reach out to your Paid Media Strategist, Customer Success Manager, or support@northbeam.io if you have any questions.