Once you've linked accounts, the 'All Accounts' page is the starting point in TrueClicks. It's the first page you see after logging in, so it's important to understand 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.
Pro user tip: add the TrueClicks all accounts dashboard to your bookmarks with Ctrl + D or ⌘ (command) + D
Let's go through the different sections of this dashboard one by one.
Scopes
Scopes ensure you keep seeing the results of the same set of accounts across the different parts of TrueClicks.
Starting with the "All accounts" page, your scope selection persists 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).
Search box
In the top-left corner above the account list, you can quickly search for accounts based on their:
Name
Google or Microsoft customer ID (even if it doesn't show in the dashboard)
We'll show you the matching account(s) as you start typing.
Account spend currency conversion
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).
Understanding each account's columns
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.
Monitoring columns
The first 4 columns are the monitoring columns. The number of issues found is shown in red, as the goal is to fix all these issues as soon as possible and to get all these red numbers to grey zeroes.
That's also the quickest way to get your TrueClicks score in the 70%+ range (if it isn't already).
From left to right, the monitoring columns are as follows:
⚠️ Urgent issues
Things like broken URLs, account down (0 impressions yesterday), and conversion (value) tracking down. If your account has urgent issues, you always want to investigate and solve those first before focusing on anything else.
❌ Errors
Errors are a mixed bag of quick wins you want to get out of the way, such as conflicting negative keywords, empty campaigns or ad groups, redirects, the use of deprecated features (such as BMMs and standard text ads), and accidentally using the wrong targeting setting.
❌ Shopping errors
If you have Standard Shopping or feed-based Pmax campaigns running, you want to make sure TrueClicks has access to the corresponding Merchant Center account(s). As soon as we have access to MC, we'll perform 12 daily checks on feed-related issues such as high-volume disapproved products, too-short product titles, broken links, and more.
❗Disapprovals
This section will flag all ads, keywords, and assets (extensions), that are disapproved (by Google or Microsoft), while the corresponding campaign and ad group are still active.
🎚️ Optional checks
If optional checks have been activated and we found issues, they'll show in this column. Learn more about optional checks in this article.
Recommendation columns
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:
💓 Essentials
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.
💲 Cost-saving opportunities
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.
📈 Growth opportunities
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.
The TrueClicks score
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.
Changed items in the last 14 days
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.
Use case: a common way to use this column is to sort accounts by spend (high to low) and then look for 0 or a low number of changes. That way, you'll quickly spot accounts that may have been neglected for too long and probably need some optimization.
Performance Alerts
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.
Auto-apply
This column shows either:
The number of wasteful or non-compliant items found by auto-apply in red (preview mode).
The number of auto-applied changes in the last 30 days in green (auto-apply mode)
Obviously, this is about TrueClicks' auto-apply, which is very different from Google's.
Efficiency targets
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.
Pacing targets
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.
Spend
This column simply shows the total account spend during the last 30 days in the original currency.
Custom attributes
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.
Labels
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.