Breakdowns are used to organize your channels, campaigns, adsets, and ads in any way you'd like. They are a handy tool that can be utilized across almost all pages in the dashboard.

Table of Contents:

• Northbeam's Default Breakdowns
• Making a Custom Breakdown
• Editing a Default Breakdown

Northbeam's Default Breakdowns

We provide 4 default breakdowns, but oftentimes, many of our customers prefer to make a custom breakdown to specific groupings.

1. Platform (Northbeam)

Channels are grouped by their respective platforms. For example: Facebook Ads, Google Ads, TikTok Ads, Twitter, Organic, Organic Search, etc.

You’ll also see a group named “Other”. We categorize any miscellaneous traffic in here, so it’s important to check this and regroup if necessary.

2. Category (Northbeam)

Channels are grouped by a higher-level category. For example, Paid Prospecting, Paid Performance Max, Paid branded Search, SMS, Affiliate, etc.

We normally don’t edit the groups of this breakdown since our view-through model uses these pre-set categorizations for the weighting in our Clicks and Views model. However, this breakdown can always be used out-of-the-box.

3. Targeting (Northbeam)

Channels are grouped by their targeting. For example, Paid Branded Search, Paid Shopping, Paid Display, Paid NonBrand Search.

4. Revenue Source (Northbeam)

Channels are grouped by their source. This breakdown only has two groups:

• Online Store - orders from your Shopify Connection or Server API Connection
• Amazon - Ads and Organic - orders from Amazon Integration (if used)

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Want to see the segments of our Default Breakdowns?

At the bottom of this page, see the segments for each of our default breakdowns. Our system attempts to categorize your campaigns based on predefined rules in our backend.

Making a Custom Breakdown

You may have a specific breakdown in mind that doesn't align with any of our defaults. We can create custom breakdowns using our Breakdown Manager.

Learn how to use our Breakdown Manager below. Find timestamps within the video as well.

Editing a Default Breakdown

Want to make a slight tweak to a default breakdown? No problem. Instead of creating an entire new breakdown, here's how to edit an existing.

Step 1: Navigate to the Breakdowns Manager

1. In the upper right corner, click ☰
2. Click Manage Breakdowns

You'll be taken to the tab called Manage Breakdowns. This is where all the breakdowns in your account. The trick here is to create a new breakdown and name it the exact same as the default.

Here are our default breakdown names:

• Platform (Northbeam)
• Targeting (Northbeam)
• Revenue Source (Northbeam)
• Category (Northbeam) - NOTE: Please do not edit this breakdown. Our MTA models (Clicks-Only and Clicks + Views) uses its breakdown assignments to determine how much weight specific channels receive. Editing could result in data inaccuracies.

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Note

Before creating a new breakdown, check to see if there's already a breakdown named as a default.

If there isn't a breakdown in this menu that matches one of the default, this means that breakdown hasn't been edited yet. If there is one that matches a default, and this is the one you'd like to edit, please add any edits there.

Step 2: Click Add Breakdown and name it the same as the default breakdown you'd like to edit.

For example, to edit our default Platform breakdown, name it Platform (Northbeam).

Step 3: From here, any edits made will reflect in the default platform breakdown.

Default Breakdown Segments

Segments for Platform (Northbeam):

• Facebook Ads
• Google Ads
• YouTube Ads
• TikTok Ads
• Pinterest Ads
• Snapchat Ads
• Twitter Ads
• Amazon Ads and Organic
• Organic
• Organic Search
• Facebook Organic
• Klaviyo
• Unattributed
• Excluded
• Other

(Not the entire list of segments, but most commonly used)

Segments for Category (Northbeam):

• Paid - Prospecting
• Paid - Performance Max
• Paid - Nonbranded Search
• Paid - Other
• Paid - Branded Search
• Paid - Awareness
• Organic
• Organic Search
• Email
• Unattributed
• Other
• Organic Social
• Affiliate

(This isn’t the entire list of segments, but most commonly used)

Segments for Targeting (Northbeam):

• Paid - Prospecting
• Paid - Nonbranded Search
• Paid - Branded Search
• Paid - Smart Shopping
• Paid - Other
• Paid - Video
• Paid - Retargeting
• Paid - Display

(This isn’t the entire list of segments, but most commonly used)