After linking your accounts, start with the "All Accounts" page in TrueClicks—this is the first page you’ll see after logging in, so learn how to read and use each part of this dashboard.

Most of our new users familiarize themselves with this dashboard within one or two hours and find it a great way to set priorities across accounts.

Let's go through the different sections of this dashboard one by one.

Use scopes to keep seeing results from the same set of accounts across TrueClicks.

Start on the "All accounts" page, and your scope choice will stay the same on Performance Alerts, Targets & Budgets, Auto-apply, and Tasks.

If you have selected accounts as My Accounts (which is highly recommended!), the scope will be set to "My Accounts" by default after you've logged in. You can easily change this to "All accounts" or another label-based scope (if available).

In the top-left corner above the account list, you can quickly search for accounts based on their:

We'll show you the matching account(s) as you start typing.

If different currencies are being used within your linked accounts, you can choose in which currency you'd like the 'Spend' column to show. We'll convert all other currencies to that currency.

This can come in handy if you want to sort accounts by spend, which only makes sense if all amounts are converted to the same currency.

We convert currencies based on today's exchange rate as provided by Currencylayer.

Please note that this conversion only applies to the spend (last 30 days) column in the "All accounts" view, not to any cost-related data within an account (such as CPC and CPA).

By default, accounts are sorted alphabetically, with the exception of accounts with urgent issues, which will show on top, to ensure you don't miss these.

By clicking on the header 'Account' above the table with accounts, you can sort accounts alphabetically regardless of urgent issues. You can also click on any other column header to sort all accounts based on that category (such as errors or changed items in the last 14 days).

You can also click on a number in a column (e.g., on "6" if an account has 6 errors), and that will bring you straight to the errors section of that account.

The first four columns are the monitoring columns. The all-accounts dashboard shows the number of high, medium, and low-priority issues found in our daily monitoring, so you can focus on what needs attention most.

These include major problems like broken URLs, accounts with 0 impressions yesterday, and conversion tracking issues. It’s best to look at and fix these urgent issues first before moving on to other tasks.

In Errors, Shopping errors, and Disapprovals, checks are listed by priority level. The priority of each check depends on clicks and impressions.

For example, a broken link with clicks in the past 30 days is high priority. If it only had impressions, it’s medium priority; if it had no impressions, it’s low priority. Some checks won’t reach high or low priority, and we may adjust this in the future.

High-priority issues will also trigger notifications, so you’ll get email, Microsoft Teams, or Slack alerts only for the most critical issues.

Obviously, these are TrueClicks' recommendations, not Google's or Microsoft's. While monitoring checks run daily, and the goal is to get the results to 0, we update recommendations weekly (on Monday) or on demand. The goal isn't to get the numbers to 0.

The numbers in these columns show you how many checks could be improved, which means the score for those checks isn't 100% yet (or a lower threshold for some recommendations). But it's not realistic to get everything to 100%, so your focus here should be on the ones that score lowest and will have the most impact on your results.

From left to right, the recommendations columns are as follows:

Checks for foundational things like conversion tracking, quality score, PageSpeed, and separation of branded vs. generic terms. Brilliant basics can still get you a long way, especially if they aren't brilliant yet.

Here's where we try to find potential waste in the account. We auto-detect underperforming segments, campaign settings that are prone to wasteful spending, and many other ways to boost your ROI by cutting out unnecessary spending.

If cost-saving is Yin, then growth opportunities are Yang, and you need both to improve the results of your account.

After you've cut out waste, here's where you'll find ways to grow your account and here's where you'll find recommendations on how to do that.

There's a separate article about the TrueClicks score, for now, all you need to know is that this dashboard doesn't just show you the current score for each account, but if you look closely, you'll also see a small up ⬆️ (green) or down ⬇️ (red) arrow at the right for many accounts, showing that the score has increased or decreased since the last time we ran all checks.

The larger these arrows are, the bigger the difference compared to the previous score.

This one is pretty self-explanatory, based on the change history, we show how many items were changed in this account during the last 14 days.

If you've set up performance alerts and (campaigns in) this account match the criteria of your alert(s), it will show here.

Thanks to the color-coding based on the chosen priority when creating the alert, you'll be able to quickly spot which alerts need your immediate attention.

This column shows either:

Obviously, this is about TrueClicks' auto-apply, which is very different from Google's.

If you've set up efficiency targets we'll show how that account (or campaigns in that account) is performing vs. that target, with 100% being exactly on target.

For a ROAS target, lower is worse, so a percentage lower than 100% will show in red and higher than 100% will show in green. And for a CPA target, it will be exactly the other way around.

If you've set up pacing targets we'll show the projected spend (or clicks, conversions) for that account (or campaigns in that account) by the end of the current time frame. Again, 100% means we expect you to exactly hit your pacing target, and a % higher than 100% means you're likely to spend more (or get more clicks, conversions or conv. value) than your target.

This column simply shows the total account spend during the last 30 days in the original currency.

This column shows the percentage of essential custom attribute questions have been answered for a specific account.
If none of the questions have been answered, it will show 'ENTER' and if all essential questions have been answered, it will show a green check mark.

If multiple accounts share the same attributes (such as brand name, naming conventions and requirements for optional checks), we highly recommend bulk editing custom attributes to speed this up.

If the account has a TrueClicks label, a blue label icon will show here and you can click on it to edit the label. By hovering over the label icon you can see which label(s) is/are currently applied to that account.